Annual Report
OF THE TRUSTEES AND AUDITED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31ST MARCH 2025
Rose Road
Association
2024-2025
Making a positive differen￿ to
Lhe live5 of young disabled people

The Rose Road Assoclatton
Report of theTrusiees for the YearEnded 31stMarth 2025
This is the report of the Trustees forthe year April 2024 to March 2025. It is prepared in
accordance with all statutory and regulatory requirements, taking into account the Statement
of Recommended Practice issued and revised in 2019. The report seeks to provide a summary
of activity and achievements during this time.
Registered Charity Number (England and Wales): 276172
Registered Cornpany Number (England and Wales): 01366534
This document can be made available in other formats. Please contatt us on
023 8072 1234 if this would be helpful.
Making u p051tive dg7erence to the li￿e$ of disqbledyoungpeople
Page 1

ThÈ Rose RDad Association
Repori ol IhÈ Trustees for the Year Ended 3T5r March 2025
Contents
Reference and Administrative Details..........
Thank you....................................
Message from the Chair-julie Gomer..........................................
Governance...............................................................
Public Benefit Entity Compliance..........................
Our Vision, Mission and Values............
Strategy.. Advancing Quality, Reach and Progress..................................................................
Quality, standards and People..
Increasing our Reach.......................................................................
Partnerships........-......-..................................................
Our Main Activities....
Our Positive Outcomes and Impact......................................................
Challenges...
Departmental Achievements and Performance...........
Oaks and Acorns Overnight Respite...................................................
Community Service5....................................................................
Family Services.............................................
14
Fundraising.....-......................................................................
Fundraising Statement......................................
The Year Ahead.....................................................
Community Growth................
Organisational Changes....................-..........................................
Principle Risks and Uncertainties.......................
Financial Review.............
Statement of Trustees, Responsibilities.................................
Independent Auditorfs Report....................
Financial Statement5..........-.........-............................................................
20
22
24
28
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The Rose Rold Association
Reporr of thp Trusiees for the Year Ended 31st March 2025
Reference ond Administrotive Details
Registered Charity Number:
Constituted:
Company registration..
Country of Incorporation:
I ncorporated:
276172
20thJuly 1970
01366534
United Kingdom
4th May 1978
Julie Gomer (Chair}
Con Attridge (Vice Chairl
Chris Sirl (Treasurer)
Beth Rankine {appointed 25th February 20251
Emma Hurst lappointed 2nd April 20241
Jane Lyon-maris
Kym Provan
Sam Clough
Sarah Pease (appointed 25th February 20251
Sharon Jones (appointed 27" August 2025)
sheila Stokes White (resigned 5th February 20251
Pau1 Best (resigned 25th March 20251
Steve Swift
Trustees and Company Directors:
Chief Executive Offier:
Principle and Registered office:
The Bradbury Centre, 300 Aldermoor Road
Southampton, S016 SNA
023 8072 1234
www.roseroad.org.uk
Telephone number..
Website addres5'.
Auditors:
Lewis Brownlee (Chichester) Limited
Appledram Barns, Birdham Road, Chichester
West Sussex, P020 7EQ
Principal Bankers..
National Westminster Bank plc
43 London Road. Southampton S015 2BL
Womble Bond Dickinson
Oceana House, 39-49 Commercial Road
Southampton, 5015 1GA
Solicitors..
Patron=
Ambassadors..
Geoff Holt MBE DL
Bishop Rhiannon King
Michael Kurn
Chris Smith
Peter Hull MBE PLY
Mike Andrews
Steve Lacey
Richard &Jane Smith
Aaron Phipps MBE PLY Nina Basset
Rebecca Powell
Kerry Swain
Paul Murray MBE
Alice Carroll
Nina Schofield
Clare Talks
Alan Blair M8E
Bruce Elkins FCA
Karl & Kim Simmonds Clive & Eryl Thompsett
Martinjay CBE DL
Darren Fulford & Alex Aragao
Nick Vaughan
Dr Angela Howes
Dame Esther Rantzen DBE
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The Rose Road A550118tion
ReporE of Ehe Trusteès for the Year Ended 31st March 2025
Thank Vou
The Trustees are indebted to each and every donor and supporter for all the generous
donations made during the year. This includes individuals, companies and charitable trusts,
those who have remembered us in their wills or provided Services at low or no cost, and
volunteers who give their time so freely to help us.
We value and thank all of our volunteers, staff, trustees, our members, ambassadors, many
supporters and the children, young people and families that we support who have all helped to
make a d ifference th is year. We specifically acknowledge the following grant giving organisations
for their significant support during this period.
Bally Thomas Charitable Fund
Barker- Mill Foundation
Botley and Curdridge Foundation
Caring 4 our Carers
Crown Foods
Hampshire Cricket Foundation
LCP Foundation
Manali Charitable Trust
Masonic Charitable Foundation
Mere Plantations
O'sull ivan Family Charitable Trust
Quilter Foundation
Richard Kirkman Trust
Tesco Charity Trust
The Geoff and Fiona Squire Foundation
The Reta Lila Howard Foundation
TK Maxx and Homesense Foundation
Windruff Charitable Trust
We offer special thanks to Edward Gostling
Foundation for believing in us, and their
long-term commitment
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The Rose Road Associarion
Report ol the Trustee5 for rhe Year Ended 31st March 2025
Messoge from the Chair, Julie Gomer
The past year, like many others, has brought both significant
challenge5 and remarkable achievemenis across the Association.
In the face of continuing funding pressures, our commitment to
delivering high-quality care and support has remained constant.
Balancing increasing demand with limited resources ha5 tested ou r
resilience- but is has also highlighted the strength and dedication of our team.
To further strengthen the foundation-building work of last year, and to drive forward with our
ambitious strategy, we made key changes to our leadership structure. The introduction of a
Head of Community Services and a Deputy Service Manager role within the same team wa5 a
strategic decision intended to support our aim of'lncreasing our reach.
These roles have already contributed towards an 1196 increase in service delivery. with
projections indicating a further 25% gr0￿h in the coming year.
One particular area of challenge has been the commissioning changes with regard to Overnight
Respite. This year has seen a sharp reduction in the demand from one of our main local
authorities.
However, this has been offset slightly by an increase in more complex referrals - an area of
care we are proud to be able to support due to our highly trained and skilled staff teams.
We have also taken the opportunity to reshape our Fundraising team- aligningthe structure to
reflect the evolving fundraising landscape. These changes will allow us to build a more
sustainable, adaptable fundraising approach to support our goal of raising £600,000 per year-
no easy taskl
l am truly humbled by the passion and commitment of my fellow Trustees, whose support and
governance has been invaluable throughout a difficult year. We've learnt a lot as a board and
are increasing our numbers to build resilience and additional skills for the exciting year ahead.
Equally, I want to extend my deepest thanks to our incredible staff, who go above and beyond
every day to keep our services running and provide outstanding care to the children, young
people and families we serve. They are simply the bestl
Finally, a heartfelt thanks to our volunteers, fundraisers, corporate partners, ambassadors and
every person who has supported our amazing charity over the past year. You have all helped to
make what we do possible and we are all grateful.
Making a p051tive difference to rhe live5 of disgbledyoung people
P38e 5

The Rose Road As50C13110n
Report of the Tru5tee5 for the Year Ended 31st March 2025
Governonce
Our Trustees come from a diverse range of professional backgrounds and we regularly
undertake Board health-checks to understand better where and when we need to recruit. Our
Board includes family members who use our services, people with lived experience of our cause
and local people passionate about removing ba rriers for d isabled people. Trustees undertake a
vigorous induction process which includes spending time with our staff team and service users.
We are actively seeking to recruit people who better represent the cultural diversity of the city In
which we are based and are currently working through the Charity Governance Code, PrIn(￿pIe
6.. 'Equality, d iversity and inclusion,, to help us do this better.
A5 well as our quarterly Board meetings, we make decisions through our two main sub-
committees.. the Finance & Fundraising Committee and the Quality, standards and People
Committee. Alongside our decision making function, trustees attend a regular Strategy Group to
help shape our future plans. We are excited to be launching a Young Persons Committee 500n,
the young persons committee will work alongside our Board of Trustees to help inform
decision5 about our service and other provision locally.
PukJlic Benefit Entity Complionce
The Trustees confirm that they have complied with their duty to have due regard to guidance
on public benefit published by the Charity Commission in exercising their power and duties.
The pu blic benefit of the charitys activities are outlined under "actlV1ties" and "outcomes" in
the following pages.
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The Rose Road As50C18tion
Reporr of rhe Trusiee5 for the Year En(ted 315t March 2025
Our Vision, Mission and Volues
The Rose Road Association started in 1952 as a small group of parents who provided education,
activities and support for disabled children and young adults and theirfamilies. The need for
our services continues to be in high demand, and we continue to have at our heart the needs of
the whole family.
Our Vision:
A community where disabled people and their families can thrive, feel a sense of belonging and
achieve their aspirations.
Our Purpose:
To make a powerful, positive impact for the lives of the people we support. To be recognised as
an adaptive, highly skilled and preferred provider of services to people with disabilities and
their families and to be regarded as an organisation driven by care and ambition.
Our mission:
To empower disabled people and their families, through personalised, high-quality care and
support, to lead the life they choose whilst also creating an environment for our staff to grow
and develop.
We will actively listen to our stakeholders, break down barriers to access, and share our
expertlse to create a more inclusive society - utilising technology to improve ou r service
provision and user experience.
Our Values:
0000
Tr
hy
pena
Pro
ss
nal
rward
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The Rosè Robd A$50ciation
Report of the Trustees for ihè Yèar Ended 3151 March 2025
Strategy: Advancing Quolity, Reach and Progress
Quality. Standards and People
Over the past 12 months, vve have continued to prioritise the foundations of high-quality service,
strong internal systems, a skilled and committed workforce and robust support structures.
Our newly embedded in-house finance team is already making a significant impact. Their
expertise has driven cost efficiencies, red uced reliance on external contracts and improved the
quality of financial support acr05S the organisation.
Staff wellbeing and performance also remains a central focus. We have seen a further reduction
in staff sickness thanks to our ongoing commitment to absence management and values-
based recruitment practices, which not only support a healthier workforce but ensures
continuity and stability for the people we support.
Our Fundraising team has harnessed new technology. streamlining operations through
automation and better use of a new CRM system. This has significantly reduced adminisiration
and processing time, enabling more meaningful and timely engagement with donors and
enhancing our stewardship.
We are proud to report thai 99% of employees say they are proud to work at Rose Road, up
from 94% last year. This is a testament to the culture of inclusion, recognition, and purpose we
strive to nurture.
The restructuring and expansion of our Estates team has led to a more proactive and
preventative approach to facilities management. directly contributing to our goal of conti nually
improving quality and safety standards across our services.
We launched a new internal, team-based reward and recognition scheme to complement
existing initiatives, further reinforcing our appreciation for the extraordinary commitment
of our staff.
Our digital offer has continued to grow, with 100% of
families now able to access our parent portal,
providing real-time u pdates on rotas, session
feedback, and photographs of their young people
in action
strengthening transparency and
connection between families and our services.
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The Rose Ro4d Association
Report of the Trustees for thÈ Year Ended 31st PwT8rch 2025
Increasing our Reach
One of our strategic priorities is to increase access to our services. Over the past year we
identified service gaps in the East of the county and in Portsmouth. In response, we have
successfully joined the Portsmouth service delivery framework and we are now beginning
to receive referrals in that area.
Our Outreach delivery has grown by 11Yo, With further growth forecast in the year ahead. In a
major development, we are also in the process of taking over the outreach provision of a
partner organisation, which will significantly expa nd our reach and impact.
We have taken meaningful steps to ensure lived experience
is embedded in our governance. Three new ambassadors,
including two Paralympians and a former Rose Road
service user, have joined our team.
We have also welcomed a new board member who is
an advocate for inclusive activities and sport and
we are exploring ways to further involve parent-carer5
at board level. Our updated membership model will
invite ten Rose Road families to join our membership
group, helping ensure that the voices of our
community inform decisions at every level.
Partnerships
Partnership working conti nue5 to be one of our greatest Strengths. Our Activities project has
enabled us to form strong relationships With providers across the region, giving children
and young people exciting opportunities to build skills, take risks, and im portantly have fun.
We remain courageous and pragmatic in our approach to pricing negotiations, despite
ongoing financial constraints faced by local authorities. We are acutely avvare of the fine
balance between financial sustainability and affordability for families and continue to advocate
for long-term solutions that protect those most at risk.
Our collaboration with Nordoff and Robbins has brought
music therapy to life at Rose Road, with over 300 individual and
group sessions delivered this year. We co-produced a video
showcasing the impact of the therapy, which led to funding from
a corporate partner to sustain the programme for another year.
Our corporate and community 5UPPOrt has grown significantly.
with 28 organisations joining us in the past year. These partners
contribute through fundraising, pro-bono expertise, volunteering
and advocacy, helping extend our reach and deepen our impact.
Moking o po5￿tiVe d￿fference to the lives of disubledyoung people
Pa8e 9

The Rose Ro8d A550ciation
Report of the Trustees for the Ye8r Ended 31st March 2025
Our Moin Activities
Overnight short breaks
We provide 16 respite care beds for 49 weeks a year at the Bradbury
Centre, our purpose buili unit in Southampton, where children, yOLJng
people and adults car) enjoy an overnight break, a weekend break or
a week-long stay depending on need. During their stay they have
access to a range of activities and outings and are given opportunitie5
to develop and practise independent living skills.
4*
Community Services
Outreach support is available 7 days a week on a one to one bas1S.
We provide domiciliary care, leisure activitie5 in the home or
community, special outings, and trips to see friends or to attend
activities.
Destinations 15 a day service that provides young adults who attend
Rose Road all day with activities in the community and sessions with purpose.
We create a person-centred plan to inspire them to achieve their own personal
goals. Each person has 1..1 staffing to help them work toward their targets.
For college leavers aged 24-26 who require a combination of education
and community based services, we have The Hut @ Rose Road. This
service is run in the building next door to the Bradbury Centre and can be
a steppi ng stone to Destinations. It supports them in a positive
environment allowing them to thrive in a safe space.
Holiday and Saturday Clubs
We offer a range of activity schemes in the School holidays and on
Saturdays for children and young people from across Southampton and
Hampshire. These schemes provide disabled young people with much
needed opportunities for play, and a social setting in which they can
relax and take part i n activities. They also enable parents of disabled
people to remain in work and manage childcare.
Tx
Family Support
We provide Information Advice and Support to disabled children and
young people and their families in West Berkshire, and Southampton.
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The Rosè Roèd Associbiion
Repori of the Tru5tee5 lor the Year Ended 3151 March 2025
Our Positive Outcomes ond Impoct
We know that high quality Respite care benefits disabled children and their families in so many
ways. The outcomes we see include improved family relationships, i ncreased resilience in the
family unit, improved wellbeing of Siblings, disabled young people and parent carers, and
improved long-term outcomes for disabled children. In this year we have seen huge impacts in
the following areas:
Improved chances of family units Staying together where crisis support
and Interventions are received and advocated for
We have provided emergency placements for several young people over the last
year who have been unable to stay in the family home for various reasons. We have
been able to step in and support with packages of care outside of the
ordinary and many of these families have been able to come back from
very difficult situations and rebuild their family. This can take months,
but the long-term societal impact is huge, and the outcome for the
family is massive.
Improved mental and physical health and wellbeing for
service users with the most complex health care needs
We have been able to support children and yciung people who have not had the opportunity to
be outside much before, who have not had the chance to take calculated risks or to explore
their passions due to the perceived risk of their health care needs.
We have made some of these things possible and these children, young people and their
families tell us this has helped to build resilience and grow their confidence. We are currently
working on a video with a local video production company to help to break down these barriers
and alter people's perceptions and opinions around complex disabilities.
Improved opportunltles for families to be heard and have their say.
We have supported families to engage in consultation around
Respite service provision locally and we have worked to collate
and disseminate more family stories.
All of this is helping to demonstrate to decision makers locally
that it is vital for disabled people and their families to have
Ch0￿ce around their service delivery and to be able to impact
change at 3 local and regional level.
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The Rose Road As50tiation
Report of the TrusteÈs lor the Year Ended 375t Marih 2025
Chollenges
Local authority pricing negotiations continue to be a challenge, and we continue to work
hard to strike a balance between charging the true cost of the delivery of statutory provisions
and ensuring that services continue to be accessible to famil ies.
A reduction in the level of referrals and si2e of packages of support we are receiving from
ou r local authority partners, especial ly around overnight respite. This is concerning and
although we have been able to minimise the impact to our bottom1ine in some instances, we
are working hard to ensure we can backfill these gaps where possible and fight for continued
provision in the instances where we believe there is a risk to family safety.
Demand continues to grow beyond our buildin¢s capacity for our outreach and day service
provisions and finding additional venues to host these is proving challenging. We have viewed
and been offered various spaces but are yet to find one that meets our acces51bility needs.
We have experienced a difficult financial situation this year, which has resulted in a deficit
end of year position. Thanks to our robust financial monitoring, our Finance & Fundraising
Committee has been working hard to ensure the impact of this is reduced where possible.
66
Chester's story, k)y his mum, Kote
Chester was born with a rare genetic condition that caused a developmental de￿aY and
severe scoliosis and he has always needed 24-hour personal care and support to keep
him well and comfortable.
Then last year, due to his worsening health, he needed major life-saving scol iosis
surgery, which was incredibly difficult and came with a long recovery. I was exhausted.
Then Chester started attending Rose Road, and I can honestly Say he
is the happiest he's ever been, and we as a family have enjoyed
more rest, flexibility and freedom than we ever had beforel
Family life had always felt fragmented until now, too. Days Out
were always split as one parent took the children out and one
stayed home with Chester. But now, while Chester stays at
Rose Road, we can spend quality time with our other children.
I have the freedom to say yesl
Beyond the practical benefits, it's amazing to see Chester is just
more excited by life now, his mental health has massively improved
and he's always laughing and happy.
We didn't know how isolated we were until we had Rose
Road: it has just improved all our lives dramatically.
99
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The Rose Roa(1 A550ciation
Report of the Tru5tee5 ltrr rhe Year f nded 31st March 2025
Departmental Achievements ond Performance
Oaks and Acorns Overnight Respite
3,693
overnight stays
108
families
Ou r overnight respite provision has delivered 3,693 overnight breaks in this period. Although
the number is slightly lower than the previous year, we have seen an increase in the number of
more complex children and young adults being referred to us, which has contributed to
maintaining projected income across the year. We are very proud of our staff team for
delivering such high quality care to child ren and young people with extremely complex health
care needs, and we have managed to deliver against our income budget for the year.
We have worked hard to get through all referrals on our waiting lists and referrals are open for
both Oaks and Acorns for the first time in 6 years. This now means that we can respond quickly
to new referrals as they come through.
66
Toni, Jamey-Lee's mum
The staff at Rose Road understand. They listen, they care, they
love Jamey-Lee. I get a restful night's sleep every week, I can spend
quality time with her younger sister Maggie, I can breathe and
even take time for myself. Rose Road are saving me every week.
9>
Challenges
Recruitment has been a challenge again. We had reached a point where we were able to pause
recruitment but, due to the increase in complex referrals and the need for 1..1 and 2..1 care,
which requ ires higher staffi ng ratios, we needed to i ricrease our staff levels. This meant we
have been understaffed and the need to use agency staff has been far higher than expected.
However, we are proud of our ability to attract and retain such brilliant people and are
optimistic in filling positions.
The red uction in commissioni ng of overnight respite is placing additional pressures on both our
organisation and the families impacted by the cut5. We worry about the long-term impact on
them when we know that services like overnight respite support family resliience and wellbeing.
MokNng o positive difference to the lives of disL7bledyoungpeople
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The Rose Road Association
Report of the Trustees for thè Year Ended 31st March 2025
Community Services
046,224
Sat
'?, r35
Saturday clubs
hours
delivered through
Outreach, the Hut
and Destinations
200/0
167
54
280/0
holida
playsc
families
emes
Overall, Community Services provided 46,224 hours to 167 families between April 2024 and
March 2025. Broken down.'that is 10,638 hours in The Hut and 35,586 hours in Outreach
{including Destinations, weekends and after-school clubs).
Community Outreach and The Hut
The Outreach service has had another busy year and continued to grow throughout 2024125 -
we have welcomed 44 new young people, all of whom are now receiving a regular service.
We have also welcomed two new young people to The Hut day
service and had funding agreed for a further five to join us in
April 2025. This increase in young people has seen us open two
enues to run The Hut day service and increase our
management team to accommodate this additional service
demand. We have continued to enjoy our regular activities
that we have on offer including Back Beat Dance, Music
Therapy, Boccia and Hydrotherapy to name but a few. We
have continued to explore the local area, building relationships
with the local community and trialling new activities on offer.
Activities Clubs
We had another busy year offering a range of Activity clubs
during the school holidays and Saturday clubs during term
time at the BradbLJry Centre for children across both
Southampton and Hampshire. During this year we have
delivered 35 Saturday Clubs and 54 Activity Clubs, with over
100 families accessing the sessions. The schemes provide the
opportunity for young people to access a safe space to take part
in activities that they may not Usually be able to. These schemes also
provide young people with the opportunity to interact with their peers outside of school.
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The Rose Roa(1 Assoc13tlon
Report of rhe TfU5ree5 for the Year Ended 31 st March 2025
Challenges experienced in Community Services
The continued growth of Community Services has led to the challenge of space. We are now
using both the Scout Hut and the previously occupied Avenues room to deliver The Hut day
service. Destinations day service5 are accessing the community as much as possible but rainy
days and lunchtimes can result in the building reaching its capacity.
We have also reached capacity in terms of the fleet of vehicles that we have available. The team
are often having to share vehicles to ensure that all of the young people have equal
opportunities to get out and about.
Recruitment remains a challenge for evening and weekend support hours despite the team
attending numerous external recruitment events, working with local colleges and universities
and ensuring that we have a strong social media presence.
Family Services
Ll,250 '
families
We are proud to continue to deliver SEND Information and
Advice Support Services to families across Southampton and
West Berkshire, supporting more than 1,250 families this past year.
Whilst this is a decrease on last year, we have reduced the areas we
support so in true term5 the number of families supported remains high.
This year saw a concerted focus on increasi ng the ability for families to 'self-serve' using the
various resources available on our websites. We have seen an incredible increase of 81 OA) on the
previous year of people accessing these resources.
We are pleased that we have successfully extended the contracts for both southampton and
West Berkshire, however, these will both go out to tender at the end of the extension periods.
In Southampton, we have been part of a steering group piloting the SEND mainstream funding
Cluster Model, with the aim ofjointly improving outcomes for pupils with SEND. In West
Berkshire we have provided support to re-design the'Delivering Better Values, model, and are
now involved iri the six Priority Need steering grou ps.. Early Years, Early I ntervention, Inclusion,
SEN D, Developing Local specialist Provision and Preparation for Adulthood.
Challenges
Funding pressures continue to remain a challenge for both services. We deliver a high-quality
service despite this and will continue to do so. However, whilst funding remains challenging,
demand continues to rise. Meeting this demand without an increase in resources 15 difficult and
we are working closely with commissioners to ensure we meet their expectations without
putting an unmanageable level of pressure on our dedicated and talented staff.
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Pa8e15

The Rose Road Association
Report of the Trustees for the Year Ended 315r March 2025
Fundraising
Fundraising income for 2024125 was unfortunately lower than
targeted and lower than the previous year. This is mostly as a
result of a red uction in Trust i ncome, which was widely
experienced across the sector.
Despite this, we continue to have great relationships with our funders
and have benefitted from multi-year grants from organisations we know
well, and we are very thankful for this support.
Alongside this we have also seen the growth experienced last year in our
Community income continue through this financial year, and we are very
grateful to our local supporters for continuing to believe in us. From
office bake-offs and quiz nights, to our chal lenge event participants,
community fundraising is going from strength to strength.
To combat the changes experienced across the sector we have re-allocated
resources in our Fundraising team to focus more on community, individual, regular and
corporate giving, and reduce reliance on Trusts and grant givi ng organisations in the futu re.
We are extremely indebted to our funding partners, local business
community and individal donors, who have allowed amazing moments
to happen this year. Without you, music therapy, hydrotherapy, crisis
5UPPOrt, amazing days out safely pushing boundaries, and help for
families to advocate and speak up would not have happened.
(L
Thank you to each and everyone of you.
Challenges
We are acutely aware of the impact on our families and staff team where
we have not been able to fully fund projects. We are determined in the coming year to
redouble our efforts and reduce reliance on certain income sources to fund essential projects,
including our Emergency Respiie project and the refurbishment of flooring and window
coverings in Acorns to match the work completed in Oaks last year.
We have experienced some changes in staffing in ourteam and
know that moving forward this coming year we need to ensure that
our existing relationships are mai ntained, and that we focus on
prioritising excellent donor stewardship.
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Page 16

The Rose Road Association
Report of the Trvstees for the Year Ended 315t Marth 2025
Fundraising Statement
I n accordance with The Charities (Protection and Social Investment) Act 2016 section 13..
All fundraising activities at Rose Road were undertaken by staff employed directly by the
association and no professional fundraiser or commercial participator carried out any of those
activities in the yea r 2024-25
The Association is voluntarily registered with the Fundraising Regulator and practices its
fundraising activities within the Regu latorfs Code of Fundraising Practice. Senior fundraising
staff are member5 of the Institute of Fundraising and abide by its Compliance Framework.
There have been no instance5 of failure to comply with Fundraising Regulator Standards and O
complaints have been received since our registration with them. Fu ndraising staff and
volunteers adhere to the Association's Ethical Fundraising Policy and relevant safeguarding
policies to ensure vulnerable people are protected.
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The Rose Road ￿50[lation
Report of the TrustÈes for the Year Ended 31 st March 2025
The Veor Aheod
The year ahead is an exciting one for Rose Road.
We vvill continue to expand on the excellent work already done on improving the quality of
service delivery and on supporting the people we employ- to enable them to do thejobs they
do 50 well.
We will also continue to explore potential opportunities for growth of the organisation. We
know that it is the wish of many of our families that Rose Road would be able to provide long
term residential or supported livi ng services for their young people. This is something we
continue to explore and have ambitions to achieve in the future.
Community Growth
We have identified opportunities to increase our reach and service delivery in both our day
services and our Community Outreach services. In 2024125, we made the strategic decision to
create a Head of Community Services role to increase focus on this area.
As a result of that growth we have the following ambitious plans:
We are in the process of taking over the delivery of an additional 500 hours of community
support from another local provider who has made the decision to exit the market. In total,
the packages could grow further and generate as much as £1.2m should we be able to
recruit sufficient staff. This is a slight change in direction with regards to the type of support
required for the cohort of children and adults but remains in line with our core support
offeri ng. We will begin delivery of this service in June 2025.
Having successfully applied to join the Portsmouth Day Services Framework, we will be
seeking a property to deliver an on-slte day service for the a rea, similar to The H ut.
We currently operate in the area but with only a handful of young people and are excited to
see the service develop further.
We have expanded The Hut thi5 financial year and
continue to see an increase in demand for its service.
We will be actively seeking a new location to house
the service in Southampton and will explore
opportunities to have two sites in the area-
to cover users from both sides of the City as
well as the surrounding areas.
Moking o posiiive difference to the lives of disobledyouns people
P8ge 18

The Rose Road Association
Rèpori of the Trustees for the Year Ended 315t March 2025
Organisational Changes
Due to changes made in 2024125 we now have a structure that will support continued
growth of the organisation without a need to i ncrease central costs.
These changes included-
Moving to an in-house payroll function
Creation of the Head of Community Services role and
restructure of the Community Services leadership team
Restructure of the Fundraising team
Restructure of the Estates function
Principle Risks and Uncertointies
A Risk Register is used to identify and monitor the management of key operational and
strategic risks to the Association. A change was made this year to provide better
governance and oversight of these risks.
The new process is:
The officers review all risks regularly with the Chief Executive Officer to ensure they
are placed with the appropriate committee.
The highest risks sit with the Strategy Committee - this committee meets monthly
and has delegated
H igh risks related to finance and organisational sustainability 51t with the Finance
& Fundraising Committee
H igh risks related to quality, standards and people sit with the Quality, standards
& People Committee.
All other risks are delegated to the Senior Leadership Team who meet monthly.
Our key risks are as follows:
Overnight Respite Services - Local authoritie5 have been reducing packages of
overnight Respite support which ha5 reduced our ability to deliver sustainable
services.
Contracts - A large number of our contracts with local authorities are being
retendered this financial year. There is a risk to us of these not bei ng re-awarded.
Reduced Income - Overnight Re5Plte income has reduced significantly, which the
result of a recent Local Authority consultation may reduce further.
Pricing - Local authority funding continues to be stretched which puts additional
pressure on contract income.
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Page 19

The Rose Ro8d Association
Report of the Trustees for the Year Ended 315t M4rch 2025
Finonciol Review
The overall gross income of the charity was £5,076.081 for the year 202412512023124..
£4,718,664).
The majority of the charitls funding comes from Service contracts and grants with local
authorities related to individual care packages, which are for between one and three year
periods. This provides the Association with financial stability over the medium term and allows
for greater planning certainty and decision making.
The charity also receives income through fundraising and grants for our work with families
and individuals.
Total expenditure from all operation5 for the year 2024125 amounted to £5.281.979
12023124: £4,984,6501, an increase of 6.0% year on year.
This resulted in net outgoing resources of £205.898 in the year12023124.' £265,986)
The Association is releasing £125,000 of Endowment Reserves each year from money it has
received from the Edward Gostling Foundation. This is planned expenditure to invest in the
development of the Association over an eight-year period.
The underlying deficit position, before these movement in funds, was £80,898 for the year.
The were several factors driving this deficit for the 2024125 year. It was an extremely
challenging year for the fundraising team. Total donation and legacy income was down 1896
on the prior year, with many trust and grant giving bodies not able to award the same level of
gifts as previously seen by the Association, and the impact of increased cost of living being felt
by many of our donors and supporter5. Additionally it has been difficult to recruit support
workers for our services, which has resulted in the use of more costly agency staff to deliver
ou r Respite nights.
During the year the Association consolidated some of
its back office service5, changing its IT support
provider and bringing payroll in-house. Thi5 resu Ited
in a one-off cost write off of £19,833, but provides a
more stable base as the charity grows.
The Association's capital expenditure for the year
was £159,93712023124'. £209,875},' which included
the purchase ofa new minibus, a garden makeover
and new flooring in our Oaks Respite unit, and a new
soft play area.
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Page 20

The Rose R03d Associ8tion
Repon of Ihe Tru5rees for rhe Year Ended 315t March 2025
Bosis OF Accounting
The annual financial statements of The Rose Road Association are attached to this report.
The financial statements of the charitable company, which is a public benefit entity under FRS
102, have been prepared in accordance with the Charities 50RP IFRS 1021 'Accounting and
Reporting by Charities- Statement of Recommended Practice applicable to charities preparing
their accounts in accordance with the Financial Reporting Standard applicable in the UK and
Republ ic of Ireland IFRS 1021 (effective 1 January 20191,, Financial Reporting Standard 102 'The
Financial Reporting Standard applicable in the UK and Republic of Ireland, and the Companies
Act 2006. The financial statements have been prepared under the historical cost convention,
as mod ified by the revaluation of certain asset5.
Reserves Policy
The Trustees are keenly aware of the need to secure the viability of the Association beyond
the immediate future. To enable the charity to provide reliable services over the longer term,
The Rose Road Association must be able to absorb setbacks and to take advantage of change
and opportunity.The charity provides for this by putting aside, when it can afford to, some of
its current income as re5erve5.
The Trustees consider it prudent to set aside reserves to provide resilience against potential
risks, but also to have funds available to take advantage of any opportunities that rllay come
the way of the charity. The charity also needs reserves to provide sufficient working capita I to
support its day to day operations. The Board of Trustees cornsider5 It prudent to keep a level of
reserves to meet their responsibilities and commitment5, protect and advance its cu rrent
activities and to enable it to progress its long term aims and objectives which are outlined in
Ihe Business Strategy.
The Rose Road A55ociation's Board of Trustees has reviewed the adequacy of its reserves held
on 31 st March 2025, in line with its policy to do so on an annual basis and have established
the fol lowing un restricted reserve funds..
A designated fund for the net book va lue of unrestricted tangible fixed assets, including
specialised equipment, which cannot easily be converted into cash of £852,835
A General Fund to provide working capital equivalent to between 2 and 4 months
operating expenditure of £1.187.896. The General Fund currently stands at 2.7 months
operating expenditure cover
At 31, March 2025, the unrestricted General Fund fell within the range required by the policy.
Du ri ng the financial year 2025126, we will be reviewing our reserves policy to ensure we are
maintaining future stability. If our General Fund to provide working capital were to fall below
the levels set in our policy we would work to increase available funds as soon as possible.
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Page 21

rhe Rose Road Assoc5ation
Repon of ihe Trustees for the Year Ended 31st March 2025
The Association has Restricted Reserves of £1,802,970 - this represents the original cost of the
Bradbury Centre before any capital improvements.
The Association has Endowment Reserves of £625,000 in relation to a donation of £1,000,000
received in 2022123 from the Edward Gostling Foundation of which £125,000 is to be released
each year for an eight-year period.
A detailed breakdown of all reserves held by the group can be seen in Note 17 in the Notes to
the Financial statements.
Investment Policy
The Board of Trustees does not consider it prudent at this stage to invest income for the
longer term. Its policy for investment is therefore to retain funds as cash and place them on
short term bank deposits at the best rate obtainable.
Statement of Trustees, Responsibilities
The trustees (who are also directors of the Rose Road Association for the purposes of
company lawl are responsible for preparing the Trustees, Annual Report and the financial
statements in accordance with applicable law and United Kingdom Accounting Standards
(United Kingdom Generally Accepted Accounting Practice).
Company law requires the trustees to prepare financia5 statements for each financial year
which give a true and fair view of the state of affairs of the charitable company and of the
incoming resources and application of resources, including the income and expenditu re, of
the charitable company for that period. In preparing those financial 5tatementS, the trustees
are required to:
select suitable accounting policies and then apply them consistently;
observe the methods and principles in the Charity SORP,-
make judgements and estimates that are reasonable and prudent,.
prepare the financial statements on the going concern basis unless It is inappropriate to
presume that the charitable company will continue in business.
The trustees are responsible for keeping proper accounting records which disclose with
reasonable accurary at any time the financial position of the charitable company and to
enable them to ensure that the financial statements comply with the Companies Act 2006.
They are also responsible for safeguarding the assets of the charitable company and hence for
taking reasonable steps for the prevention and detection of fraud and other irregularities.
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ThÈ ROSÈ Road ksoclailon
Report of the Trustees forthevear Ended 31st March 2D25
In so far as the trustees are aware..
there is no relevant audit information of which the charitable company's auditor5 are
unaware; and
the trustees have taken all steps that they ought to have taken to make themselves aware
of any relevant audit information and to estsblish that the auditors are aware of that
informatlon.
On 16, December 2024 the Chichester office of Sheen Stickland merged with Lewis Brownlee
(Chichester) Limited who were appointed as auditors for the year ended 31" March 2025 and
until the forthcoming annual general meeting at which the appointment will be formally
considered.
Approved by the Board ofTrustees on ...1.£4K 20LS
Julie Gomer
Director and Chair of Trustees
Chris Sirl
Director and Treasurer
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The Rose Road AssatiaEion
Repori of the Independent Auditors for the Year Enoed 31 st March 2025
Report of the Independent Auditors to the Memk)ers of The Rose
Rood Associcition
Opinlon
We have audited the financial statements of The Rose Road Association Ithe 'charitable
company'l for the year ended 31 March 2025 which comprise the Statement of Financial
Activities, the Balance Sheet, the Cash Flow Statement a nd notes to the fi nancial statements,
including a sum mary of sign ificant accounting policies. The fina ncial reporting framework that
has been applied in their preparation is applicable law and United Kingdom Accounting
Standards (United Kingdom Generally Accepted Accounting Practice).
In our opinion the financial statements:
give a true and fair view of the state of the charitable company's affairs as at 31 March
2025 and of its incoming resources and application of resources, including its income and
expenditure, for the year then ended-,
have been properly prepared in accordance with United Kingdom Generally Accepted
Accounting Practice,. and
have been prepared in accordance with the requirements of the Companies Act 2006.
Basis for opinlon
We conducted our audit in accordance with International Standards on Auditing IUKI IISAS
IUKII and applicable law. Our responsibilities under those standards are further described in
the Auditors, responsibilities for the audit of the fi nancial statements section of our report. We
are independent of the charitable company in accordance with the ethical requirements that
are relevant to our audit of the financial statements in the UK, including the FRC'S Ethical
Standard, and we have fulfilled our other ethical responsibiSities in accordance with these
requirements. We believe that the audit evidence we have obtained is sufficient and
appropriate to provide a basis for our opinion.
Conclusions relating to going concern
In auditing the financial statements, we have concluded that the trustees, use of the going
concern basi5 of accou nting in the preparation of the financial statements is appropriate.
Based on the work we have performed, we have not identified any material uncertainties
relating to events or conditions that, individually or collectively, may cast significant doubt on
the charitable company's ability to continue as a going concern for a period of at least twelve
months from when the financial statements are authorised for issue.
Ou r responsibilities and the responsibil ities of the trustees Wlth respect to going concern are
described in the relevant sections of this report.
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Page 24

The Rose R03(l AssociAtion
Report of rhe Independent Auditors for Ihe Year Ended 31 st March 2025
Other informatlon
The trustees are responsible for the other information. The other information comprises the
i nformation included in the Annual Report, other than the financial statements and our Report
of the Independent Auditors thereon.
Our opinion on the financial statements does not cover the other information and, except to
the extent otherwise explicitly stated in our report, we do not express any form of assurance
conclusion thereon.
In connection with our audit of the financial statements, our responsibility is to read the other
information and, in doi ng so, consider whether the other i rnformation is material ly Inconsistent
with the financial statements or our knowledge obtained in the audit or otherwise appears to
be materially misstated. If we identify such material inconsistencies or apparent material
misstatements, we are required to determine whether this gives rise to a material
misstatement in the financial statements themselves. If, based on the work we have
performed, we conclude that there is a material misstatement of this other information, we
are required to report that fact. We have nothing to report in this regard.
Opinions on other matters prescribed by the Companles Act 2006
In our opinion, based on the work undertaken in the course of the audit..
the information given in the Report of the Trustees for the financial year for which the
financial statements are prepared is con5iStentwith the financial statements,. and
the Report of the Trustees has been prepared in accordance with applicable lega5
requirements.
Matters on which we are required to report by exceptlon
In the light of the knowledge and understanding of the charitable company and its
environment obtained in the course of the audit, we have not identified material
misstatement5 in the Report of the Trustees.
We have nothing to report in respect of the following matters where the Companies Act 2006
requires us to report to you if, in our opinion..
adequate accounting records have not been kept or returns adequate for our audit have
not been received from branches not visited by us-, or
the financial statements are not in agreement with the accounting records and returns,. or
certain disclosures of trustees, remu neration specified by law a re not made,. or
we have not received all the information and explanations we require for our audit,. or
the trustees were not entitled to take advantage of the small companies exemption from
the requirement to prepare a Strateg￿( Report or in preparing the Report of the Trustees.
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Page 25

The Rose Road Association
Reporr of rhe Independenr Auditors for che Year Ended 31st March 202S
Responslbilltles of trustees
As explained more fully in the Trustees, Responsibilities Statement, the trustees Iwho are also
the director5 of the charitable company for the purposes of company lawl are responsible for
the prepa ration of the financial statements and for being satisfied that they give a irue and
fair view, and for such internal control as the trustees determine is necessary to enable the
preparation of financial statements that are free from material misstatement, whether due to
fraud or error.
I n preparing the financial statements, the trustees are responsible for assessi ng the charitable
company's ability to continue as a going concern, disclosing, as applicable, matters related to
going concern and using the goi ng concern basis of accounting unless the trustees either
intend to liq uidate the charitable company or to cease operations, or have no realistic
alternative but to do so.
Our responslbllltles for the audit of the financial statements
Our objectives are to obtain reasonable assu rance about whether the financial statements as
a whole are free from material misstatement, whether due to fraud or error, and to issue a
Report of the Independent Auditors that includes our opinion. Reasonable assurance is a high
level of assurance, but is not a guarantee that an aud it conducted i n accordance with1SAs IUKI
will always detect a material misstatement when it exists. Misstatements can arise from fraud
or error and are considered material if, ind ividually or in the aggregate, they could reasonably
be expected to influence the economic decisions of users taken on the basis of these financial
statements.
The extent to which our procedures are capable of detecti ng irregularities, including fraud is
detailed below..
enquiry of management, those charged with governance and the entity's solicitors around
actual and potential litigation and claims;
enquiry of entity's Staff to identify any instances of non-compliance with laws and
regulations.,
reviewing minutes of meetings of those charged with governance.,
reviewi ng financial statement disclosu res and testing to supporting documentation to
assess compliance with applicable laws and regulations,. and
auditing the risk of management override of controls including through testing journal
entries and other adjustments for appropriatenes5, and evaluati ng the business rationale
of significant transactions outside the normal course of business.
A further description of our responsibi lities for the audit of the financial statements is located
on the Financial Reporting Council's website at www.frc.org.uk/auditorsresponsibil ities. This
description forms part of our Report of the Independent Auditors.
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Page 26

The Rose Road Assoc13110n
Report of the Independent Auditor5 for the Year Ended 31st March 2025
Use of our report
This report is made solely to the charitable company's members, as a body, in accordance with
Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that
we might state to the charitable company's members those matier5 we are required to state
to them in an auditors, report and for no other purpose. To the fullest extent permitted by
law, we do not accept or assume responsibility to anyone other than the charitable company
and the charitable company's members as a body, for our audit work, for this report, or for
the opinions we have formed.
Sarah Alexander FCCA FCA (Senior Statutory Auditor)
for and on behalf of Lewis 8rownlee (Chichester) Limited
Statutory Auditors
Appledram Barns
Birdham Road
Chichester
West Sussex
P020 7EQ
4 November 2025
Moking u p051tive difference to the live5 of disabledyoung people
Page 27

The Rose Road Association
Finénci815tarement5 for rhe Year Ended 31 st March 2025
Stotement of Finc]nciol Activities
For the year ended 31, March 2025
Unrestricted Restricted
Funds
Funds
Endowment Total Funds Total Fund5
Fund5
2025
2024
Notes
Income and endowments from
Donations & legacies
Charitable activities
Other trading activities
Investments
235,955
4,60S,S32
18,368
31,894
104,281
80,051
316.006
4.605,532
18.368
31,894
104.281
384,154
4,16S,008
17,568
43,881
108,053
Other income
Total incoming resources
4,996,030
80,051
5,076,081
4,718,664
Expenditure on
Raising fund5
Charitable activities
264,47D
4,918,207
264.470
5.017.509
279,022
4,705,628
99,302
Total resources expended
5,182,677
99,302
5.281.979
4,984,650
NET INCOMING I
(OUTGOING) RESOURCES
1186,6471
119,2511
1205,8981
1265,9861
Transfer between funds
17
125,000
1125,0001
NET MOVEMENTS IN FUNDS
161,6471
119,2511
1125,0001
1205.898)
1265,9861
Reconciliation of Funds
Fund balance5 at 1 April 2024
2,102,378
1,822,221
750,000
4,674.599
4,940,585
Fund balances at 31 March 2025
2,040,731
1,802,970
625,000
4.468.701
4,674,599
All gains and losses recognised in the year are included above.
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The Rose Road AssotiÈtion
FitTrancial 518iements for the Year Ended 31st March 2025
Bolance Sheet
at 31" March 2025
Notes
2025
2024
Fixed Assets
13
Tangible asseis
2.678,321
2,67S,056
Current A55ets
Debtors
Cash at bankand in hand
14
876.475
1.420.591
1,162,744
1,493,668
2,297.066
2,656,412
Liabilities
Creditors.. Amount5 falling
due within one year
15
{506.6861
1656,8691
NET CURRENT ASSETS
1,790,380
1,999,543
4,674,599
TOTAL ASSETS LESS CURRENT LIABILITIES
4.468,701
TOTAL NET ASSETS
4.468.701
4,674,599
Funds
17
Unrestricted funds
2.040.731
2,102,378
1,822,221
750.000
Ro5tricted funds
1.802.970
Endowment funds
625,000
TOTAL FUNDS
4.468,701
4,674,599
These financial statements have been prepared in accordance with the provisions applicable to charitable
companies subject to the small companie5 regime.
The financial statements were approved by the Board of Trustees and authorised for issue on 28 October 2025
and were signed orTr its behalf by..
Julie Gomer, Chair of Trustees
Chris Sirl, Treasurer
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Page 29

The Rose Road Association
Finantial Staremènts for the Year Ended 31st March 2025
Cosh Flow Statement
For the year ended 31 March 2025
Note5
2025
2024
Cash flows from operating activities
Cash generated from operations
18
54.966
1119,1091
Net cash provided by/lused inl operating activities
54.966
1119,1091
Cash flows from investing activities
Purchase of tangible fixed assets
Interest received
13
1159,9371
31.894
1209,8571
43,881
Net cash used in investing artivities
1128,0431
1165,9761
Change in cash and cash equivalents in the year
173.077)
1285,0851
Cash and cash equivalents at the beginning of the year
1.493.668
1,778,753
Cash and cash equivalents at the end of the year
1.420.591
1,493,668
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The Rose Road Association
F1nancial sratements for the Year Ended 315t March 202S
Notes Lo the Finonciol Stotements
For the year ended 31 March 2025
1 Accounting Policies
Basis of preparing the flnancial statement5
The financial siatements of the chariiable company, which is a public benefit entity under FRS 102, have been
prepared in accordance with the Charifies SORP IFRS 1021 'Accountins and Repoff ing by Charities.. Staiement of
Recommended Practice applicable to charities preparing their account5 in accordance with the Financial Reporting
Standard applicable In the UK and Republic of Ireland IFRS 1021 (effective l January 20191,, Financial Reporting
Standard 102 'The Financial Reporting Srandard applicable In the UK and Republic of Ireland, and the Companies Act
2006. The financial slalement5 have been prepared under the historical cost convention.
Income
All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, It is
probable that the income will be received and the amount can be measured reliably.
Expenditure
Liabilities Bre recogni5ed a5 expenditure as soon as there 15 a legal or constructive obligatlDn comfflitting the charity
to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount
of the obligation can be measured re￿lably. Expenditure is accounted for on an accruals basis and has been classified
under heading5 that aggregate all CDSts related 10 Ihe category. Where costs cannot be directly att[￿buted to
particular headings they have been allocated lo acrivities on a ba515 COnSlStent with the use of resources.
Tangible flxed assets
Computer equipment costing more than £350 and all other assets costing more than £1,000 are capitalised and
stated In the balance sheet at C05t. Depreciation is provided at the following annual rates in order ro wriie off each
asset over lis estimated useful life,
Freehold land - not provided
Building improvements/Furniture and equipment - 15% on reducing balance
Motor vehicles- 20% on c05t
Leasehold buildings - 1 % straight line
Computer Equipment- 25% on c05t
Taxation
The charity is exempt from corporation tax on its charitable activities.
Fund accounting
Unresrricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.
Restricted funds can only be used for particular restricted purposes within rhe Dbjecis of the charity. Restrictions
arise when specified by Ihe donor or when funds are raised for particular restricted purposes. Further explanations
of the nature and purpose of each fund is included in the note5 ro the financial statements.
Hire purchase and leaslng commitments
Rentals paid under operating leases are charged to the Statement of Financial Activities on è straight line basis over
the period of the lease.
Penslon costs and other post.retlrement benefits
The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable
company's pension scheme are charged 10 the Statement of Financial Activities in the period to which they relate.
Judgements in applylng accounting policie5 and key sources of estimation uncertainty
Key judgements that the charity has made which have a signific3nr effeci on Ihe accounts including reviewing and
carrying our a risk analysis of (he factors affeciing the charity's ability to continue ro fundraise income and win and
Tetain seNice contracts. The trustees do not consider thai Ihere are any sources of estimation uncertainty at the
reporting dale that have a significant risk of caL151ng a material adjusiment to the carrying amounts of assets and
liabilities wirhin the next reporting period.
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The Rose Road Associ£titrn
FIDancial 51aiemenis lor the Ye81 Ended 315t March 2025
2025
2024
2 Donations and legacies
Trusts
139.239
213.271
Community
Corporate
Major donors
113.518
53,032
10.217
108.123
48,330
14,430
Total donation and legacy income
316,IX16
384,154
3 Other trading actbvities
18.368
17,568
4 Investment Income
Bank interest received
31,894
43,881
5 Income from charitable activities
Community
Services
Respite
Famlly
Services
Avenues
Total
2025
2024
Contractual payment from
local authorities
2,131,970
1,734,133
319.146
4.185,249
3,740,211
Grants received for reventje purposes
Other incoming resources
53,093
85,994
170,433
223.526
403,796
21,001
110.763
196.757
Total intome from
charitable activities
2.242.733
1.873,220
170.433 319.146
4.605,532
4,165,008
6 Other Income
2025
2024
Rosewood School
Miscellaneou5
90,255
14.026
94,343
13,710
Total other income
104.281
108,053
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The Rose Road Association
Financibl Starements for the Year Ended 31st March 2025
7 Expenditure on raising funds
2025
2024
Cost of generating donation and legacy income
Cost of trading activities income
221,941
42.529
236,973
42,049
Total expenditure on raising funds
264,470
279,022
8 Expenditure on charitable activities
Total
202S
Total
2024
Respite
Community Services
Family Service5
Avenues
2.126.068
1.779.512
162.619
1,950,157
1,365,791
309,719
332,680
586.508
539,412
510,627
29,922
Support costs
Governance costs
30.122
Total expenditure from charitable activitie5
5,017,509
4.705.628
9 Support costs
Communlty Farnily
Trading Raising
Services
Services Avenues Activities
Funds
4£
Total
2025
Total
2024
Respite
Management
42,797
Finance
99,993
Humon Resources
51,763
Information Techno108y 71,723
Governance
13,676
35,746
83,518
43,234
59,906
11,423
3,252
7.599
3,934
5.451
1,038
6,090
14.229
7,366
10,2D7
1,946
351
819
424
587
112
6,030
14.089
7,293
10,107
1,927
94.266
84.591
220,247 221,423
114.014
101,542
157.981
125.972
30.122
31.414
Total Support Costs
279.952
233.827
21.274
39,838
2,293 39.446 616,630 565,302
10 Net Incomel(Expenditure)
2025
2024
Resources expended by the charity include..
Auditors, remuneration
11.083
144.846
5.940
9,307
114,363
4,888
Depreciation
Operating leases equipment
Loss on disposal of asset
11,826
Making o positive difference to the lives of disobledyoung people
Page 33

The Rose Road Associarioft
Financial Staiement5 for the Year Ended 3151 March 2025
11 Trustees. remuneration and expenses
There were no trustees, remuneration or expenses paid for the year ended 31 March 2025 nor for the year
ended 31 March 2024.
12 Staff costs
2025
2024
Wages and salaries
Social security costs
Pension costs
3.293.992
229.060
84,062
2,860,031
192,915
74,028
Total staff c05t5
3.607.114
3,126,974
The average monthly number of employees during the year was a5 follows..
2025
2024
Respite
Community Service5
Family Services
Strategic charity development
Raising funds
Trading activities
Adrninistration
70
68
67
67
15
166
164
The number of employees whose employee benefit5 lexcluding employer pension costs) exceeded £60,000 wa5..
2025
2024
£70,001- £80,000
£80,001- £90,000
The total amount of remuneration to key management personnel, including employer pension and Nl, paid
during the year was £349,14412024.' £323,597).
Making a posltive difference to the lives of disubledyoung people
Page 3

The Rose Road Association
Finantial Statement5 for the Year Ended 31st March 2025
13 Tangible fixed assets
Freehold
land &
buildings
Motor
vehicles
Equipment
Total
Cost
At 1 April 2024
Additions
Oisposals
2,665,149
1,066,487
134,737
120,7981
138,436
25,200
3,870,072
159.937
120.7981
4,009.211
At 31 March 2025
2.665.149
1,180.426
163,636
Depreciation
At 1 April 2024
Charge for the year
Disp05als
494,472
26,934
627,595
89,861
18,9721
72,949
28,051
1,195.016
144.846
18,9721
At 31 March 2025
521.406
708.484
101.000
1.330.890
Net book value
At 31 March 2025
2,143.743
471.942
62.636
2.678,321
At 31 March 2024
2,170,677
438,892
65,487
2.675,056
14 Debtors
2025
2024
Trade debtors
43,555
50,343
100
Other debtors
Statutory authority debtors
Prepayments
Accrued income
576.764
80,739
175.417
1,010,050
92,312
9,939
Total debtors
876.475
1,162,744
15 Creditors
2025
2024
Trade creditors and credit card
86.530
65.141
1.053
288,287
44,490
1,415
Taxation and social security
VAT
Other creditors
220,129
102.541
121,006
Accruals
125,578
76,093
Deferred income
31.292
Total creditor5
506.686
656,869
Moking a positive difference to fhe lives of d￿Sabledyo￿n8pe0P1e
P8ge 35

The Rose Road Association
Financial 51o1ements for rhe Year Ended 31 st March 2025
16 Operating lease commitments
Minimum lease payments under non-cancellable operating leases fall due as follows..
2025
2024
Within one year
Between one and five years
2.737
3.203
1,984
2,805
Total operating lease committmenls
5.940
4.789
17 Movement In funds
Net
movement
in funds
Transfers
between
funds
At
31 Mar 25
At1Apr24
Unrestricted fund5
General fund
Designated fLJnds- Fixed asset reserve
Designated funds - Tangible fixed asset
not easily converted to cash
999,543
250,000
1186,6471
375,000
1,187,896
12SO,0001
852,835
852.835
Total unrestricted funds
2,102,378
{186.6471
125.000
2.040.731
Restricted funds
Bradbury Centre
Re5Plte trust nights and equipmenr
1,822,221
123,2821
4,031
1.798.939
4,031
Total restrlcted funds
1.822.221
119.2511
1.802.970
Endowment funds
Edward G05tling Foundation
750,000
1125,0001
625.000
Total funds
4.674.599
{205.8981
4,468,701
Net movement in fund5, included in the above are as follows:
Incomlng
resourtes
Resources
expended
Movement
in funds
Unrestricted funds
General fund
4,996,030
15,182,677)
1186.6471
Restricted funds
Bradbury Centre
Respite trust nights and equipment
123,2821
176.0201
123.282)
80,051
4.031
80.051
199.3021
119.2511
Total funds
5.076.081
15,281.9791
1205.8981
Moking o positive difference to the lives of disabledyoungpeople
Page 36

The Rose Road Association
Finènc1315ratements for the Yeèr Ended 315t Morch 2025
17 Movement in fund5- continued
Cornparatives for movement in funds
Net
movement
in funds
Transfers
between
funds
At
1Apr23
At
31 Mar 24
Unrestricted fund5
General fund
Designated funds- Fixed asset reserve
Designated funds Tangible fixed asset
not easily converted to cash
1,199,715
250,000
770,367
1242,7041
42,532
999.543
250,000
852.835
82,468
2,220.082
{242.7041
125.000
2,102.378
Restricted funds
Bradbury Centre
Resplte trust night5 and equipment
Other
1,84S,503
123,2821
17.5001
7,500
1.822.221
17.5001
7.500
1,845,503
123.2821
1.822.221
Endowment funds
Edward Gostling Foundation
875,000
1125,0001
750.000
Total funds
4.940.585
1265,986)
4.674.$99
Comparative net movement in fund5, included in the above are as follows:
Incoming
resources
Resource5
expended
Movement
in funds
Unrestricted fund5
General fund
4,503,315
14,746,019)
133,1781
1242.7041
Designated fund5- Tangible fixed asset not easily
converted lo cash
33,178
4.536,493
14.779.197}
1242,7041
Restricted funds
Bradbury Centre
Respite trust nights and equiprrient
Community Services and equipment
Family Services
Other
123,2821
153,5541
155,8051
11881
172,6241
{23.2821
46,054
(7.5001
55,805
188
80.124
7,500
182.171
1205.4531
123.2821
Total funds
4.718.664
14.984,6501
1265.9861
Mgking a positiwe difference to Ihe lives of disobledyoung people
Pa8e 37

The Rose Road Association
Financial Statements lor the Year Ended 31st March 2025
17 Movement in funds- continued
A current year and 12 months and prior year 12 month5 combined position 15 a5 follows..
Net
movement
in funds
Transfers
between
funds
At
1Apr23
At
31 Mar 25
Unrestricted funds
General fund
1,199,715
250,000
770,367
1429,3511
417,532
1250,0001
82,468
1.187.896
Designated funds - Fixed asset reserve
Designated funds - Tangible fixed asset not easily
converted to cash
852,835
2.220.082
(429.3511
250.000
2.040.731
Restricted funds
Bradbury Centre
Respite trust nights and equipment
Other
1,845,503
146,5641
13,4691
7,500
1.798.939
13,4691
7,500
1.845.503
142.5331
1,802,970
Endowment funds
Edward Gostling Foundation
875,000
1250,0001
625.000
Total funds
4.940.585
(471.8841
4.468.701
A current year 12 months and prior year 12 months combined net movement in funds, included in the above are
as follows..
Incoming
resources
Resources
expended
Movement
in funds
Unrestricted funds
General fund
9,499,345
19,928,696)
1429,3511
Designated funds- Tangible f1xed asset not easily
converted to cash
33,178
133,1781
9,532,523
19,961,874)
1429.3511
Restricted funds
Bradbury Centre
Respite trust nights and equipment
Community Services and equipment
Farnily Services
Other
146,5641
1129,5741
146,5641
13.4691
126,105
55,805
188
155.8051
11881
172,6241
80,124
262.222
7.500
1304.7551
142,5331
Total fund5
9.794.745
110,266,629)
1471.8841
Bradbury Centre
The original cost of the Bradbury Centre building is a restricted fund.
The Edward Gostllng Foundation
The Association in 2022123 received a large expendable endowment donation of £1,000,000 from the Edward
Gostling Foundation towards its core costs. This amazing gift supports Rose Road to build its capacity and
financial and organisational wellbeing over the eight year5 from 2022123. The endowment must be drawn down
over the eight year period at £125,000 a year, 51arting from the year ended 31 March 2023.
Moking a p051tive difference Éo Ihe lives of disobledyoung people
Page 38

The Rose Road A550tiarion
Financi315tatements for the YÈèr Ended 31 st March 2025
18 Reconciliation of net expenditure to net cash flow from operating activities
2025
2024
Net expenditure for the reporting period las per the Statement
of Financial Activities)
1205.8981
1265,9861
Adjustments for:
Depreciaiion charges
Loss on disposal of fixed assets
Interesi received
144.846
11,826
131.894}
116,515
1,156
143.8811
1197,5681
270,655
Decreasellincreasel in debtors
IDecreaseVincrease in creditors
286,269
1150,1831
Net cash provided byllused inl operations
54,966
1119.1091
19 Related party transaction
There were no related paty transactions for the year ended 31 March 2025.
n4t7king a pos11ive difference to the lives of dist7bledyoungpeople
Page 39