Charity Registration Number : 516208
ANNETTE FOX LEUKAEMIA RESEARCH FUND
TRUSTEES’ REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025
ANNETTE FOX LEUKAEMIA RESEARCH FUND
LEGAL AND ADMINISTRATIVE INFORMATION
FOR THE YEAR ENDED 31 MARCH 2025
| Trustees | J Harris |
|---|---|
| A Jones | |
| S Lazar | |
| C Parapia | |
| J Bentley | |
| A Cuthbert | |
| M Heaton | |
| L Parapia | |
| A Williams | |
| Charity Number | 516208 |
| Registered Ofce | Farnhill |
| Kelclife Lane | |
| Leeds | |
| LS129DE | |
| Bankers | Barclays Bank |
| Manningham Carlisle Street Branch | |
| 2 Carlisle Street | |
| Bradford | |
| BD8 7PA | |
| Solicitors | Keeble Hawson |
| Protection House | |
| 16/17 East Parade | |
| Leeds | |
| LS1 2BR |
ANNETTE FOX LEUKAEMIA RESEARCH FUND
CONTENTS
FOR THE YEAR ENDED 31 MARCH 2025
Trustees' Report
Statement of Financial Activities
Balance Sheet
Notes to the Financial Statements
ANNETTE FOX LEUKAEMIA RESEARCH FUND
TRUSTEES' REPORT
FOR THE YEAR ENDED 31 MARCH 2025
The trustees present their annual report and financial statements for the year ended 31 March 2025 .
OBJECTIVES AND ACTIVITIES
The Annette Fox Leukaemia Research Fund has as its objectives, the relief of sickness and in particular leukaemia, lymphoma, and other related haematological diseases by implementing the improvement of patient facilities and promoting research into the cause, treatment and cure of such conditions in Bradford and surrounding districts.
ACHIEVEMENTS AND PERFORMANCE
The Annette Fox Leukaemia Research Fund sadly continues to suffer from the after effects of the Coronavirus pandemic during the financial year April 24- March 25. Like many other charities we are still struggling to fundraise although our Final Smokie Ball in May 2024 was a huge success andraised £15,000
Michelle our administrator continues to work mainly from home but with some new Trustees based in the hospital our links with the ward and the day unit at Eccleshill have increased and improved.
We welcome Sarah Lazar, Andrea Jones and Jessica Harris to the board of Trustees and sadly have said goodbye to Professor Liakat Parapia who decided to step down from his role as a Trustee after over 40 years of service.
In recognition of his service and commitment he was asked and accepted the role of Honorary Chairman.
Sadly we report the death of David Robertshaw a long-standing Trustee and supporter of the AFLRF.
We ended our collaboration with Equality Together in September 2024 and Jonothan Brearley our Welfare Rights Advisor moved on. We thank him for his hard work and dedication to helping our patients.
Since January 1st 2025 we have entered into a new partnership with Cancer Support Yorkshire completely funding a worker for two days a week. This is now just beginning to provide much needed support, provided by Cath Greenwood and her Welfare Rights Team.
We continue to provide welfare grants where needed and helping patients to get the right benefits, negotiate with mortgage providers and employers is a key part of their work.
In May 2024 alone patients were helped to access over £58,000 in extra benefits.
We have provided Christmas presents to those who need to remain in hospital and also provided 12 fridges to the ward.
We also thank our hardworking Trustees and all the volunteers and those who have donated to the AFLRF over the past 12 months.
FINANCIAL REVIEW
The Annette Fox Leukaemia Research Fund continues to have been severely impacted by the Coronavirus Pandemic during the financial year April 2024-March 2025 and our ability to fundraise remained limited. However with our main fundraising event backup and running our income has stabilised this year. We need to reach out to more people and make them aware we are here. In addition we have used online fundraising platforms such as Just Giving and a new information leaflet has been completed.
The Trustees took the decision to invest in the Barclays Charity Fund and there has now been some benefit from this with The Stock Market going up and providing the fund with some helpful quarterly dividends. It is early days and the financial world has been impacted by the general volatility in the world. Christmas Cards are still on sale and much loved by those who still send them, but again younger folk seem to rely on more digital ways of wishing their friends and relatives a Happy Christmas.
The charity trustees are responsible for preparing a trustees' annual report and financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).
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This report was approved by the trustees and signed on its behalf by:
J Bentley Chair
Date : 20 November 2025
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ANNETTE FOX LEUKAEMIA RESEARCH FUND
STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 31 MARCH 2025
| Recommended categories by activity Notes Income and endowments from: Donations and legacies 2 Other trading activities 3 Investments 4 Total Expenditure on: Raising funds 5 Charitable activities 6 Other 7 Total Net income/(expenditure) Net movement in funds Reconciliation of funds: Total funds brought forward Total funds carried forward |
Unrestricted funds £ 3,342.37 26,961.64 16,814.53 47,118.54 15,404.35 25,146.00 40,989.44 81,539.79 (34,421.25) (34,421.25) 633,085.64 598,664.39 |
Total Funds 2025 £ 3,342.37 26,961.64 16,814.53 47,118.54 15,404.35 25,146.00 40,989.44 81,539.79 (34,421.25) (34,421.25) 633,085.64 598,664.39 |
Total Funds 2024 £ 4,616.64 5,500.32 11,930.92 |
|---|---|---|---|
| 22,047.88 | |||
| 510.15 37,992.00 39,178.60 |
|||
| 77,680.75 | |||
| (55,632.87) | |||
| (55,632.87) 688,718.51 |
|||
| 633,085.64 |
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ANNETTE FOX LEUKAEMIA RESEARCH FUND
BALANCE SHEET
FOR THE YEAR ENDED 31 MARCH 2025
| Recommended categories by activity Notes Unrestricted funds £ Total Fixed assets Tangible assets 8 1,220.17 Investments 9 269,612.50 Total fxed assets 270,832.67 Current assets Cash at bank and in hand 10 333,404.08 Total current assets 333,404.08 Creditors: amounts falling due within one year 11 6,230.71 Net current assets/(liabilities) 327,173.37 Total net assets 598,006.04 Funds of the Charity Unrestricted funds 12 598,664.39 Restricted income funds 12 Endowment funds 12 Revaluation reserve 127.00 Total funds 598,791.39 |
Funds 2025 £ Total 1,220.17 269,612.50 270,832.67 333,404.08 333,404.08 6,230.71 327,173.37 598,006.04 598,664.39 - - 127.00 598,791.39 |
Funds 2024 £ 524.15 270,216.53 |
|---|---|---|
| 270,740.68 | ||
| 367,412.00 367,412.00 5,852.39 361,559.61 632,300.29 633,085.64 - - (785.35) |
||
| 632,300.29 |
The financial statements were approved by the trustees on 20 November 2025 and signed on its behalf by:
J Bentley Chair Date : 20 November 2025
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ANNETTE FOX LEUKAEMIA RESEARCH FUND
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
1. Accounting Policies
The principal accounting policies adopted by the Charity, which is a public benefit entity, in the preparation of the accounts are as follows.
1.1 Basis of preparation
These accounts have been prepared under the historical cost convention, as modified by the inclusion of charitable properties and fixed asset investments and investment properties at valuation.
These accounts have been prepared in accordance with “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 Republic of Ireland (FRS 102)” (effective 1 January 2019) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011.
These accounts are presented in pounds sterling and rounded to the nearest pound.
1.2 Going concern
The Trustees have prepared financial projections, taking into consideration the current economic conditions and have, at the time of approving these accounts, a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Thus they continue to adopt the going concern basis of accounting in preparing the accounts.
2. Income from Donations and Legacies
| Analysis Unrestricted funds £ Donation and gifts 3,342.37 Total 3,342.37 3. Income from Other Trading Activities Analysis Unrestricted funds £ Events 26,961.64 Total 26,961.64 4. Income from Investments Analysis Unrestricted funds £ Interest income 11,805.91 Other 5,008.62 Total 16,814.53 5. Expenditure on Raising Funds Analysis Unrestricted funds £ Staging fund raising events 15,404.35 Total 15,404.35 |
Total funds 2025 £ 3,342.37 3,342.37 Total funds 2025 £ 26,961.64 26,961.64 Total funds 2025 £ 11,805.91 5,008.62 16,814.53 Total funds 2025 £ 15,404.35 15,404.35 |
Total funds 2024 £ 4,616.64 |
|---|---|---|
| 4,616.64 | ||
| Total funds 2024 £ 5,500.32 |
||
| 5,500.32 | ||
| Total funds 2024 £ 8,114.11 3,816.81 |
||
| 11,930.92 | ||
| Total funds 2024 £ 510.15 |
||
| 510.15 |
3. Income from Other Trading Activities
4. Income from Investments
5. Expenditure on Raising Funds
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6. Expenditure on Charitable Activities
| Analysis Grants paid Employee costs Total 7. Other Expenditure Analysis Premises costs Employee costs General administrative costs Legal and professional costs Printing and stationery IT Software and Consumables Bank charges Postage, Freight & Courier Insurance Depreciation Charge for the Year - Computer Equipment Total |
Unrestricted funds £ 2,370.00 22,776.00 25,146.00 Unrestricted funds £ 3,436.27 33,335.15 129.30 720.00 82.80 815.79 981.44 100.25 1,083.40 305.04 40,989.44 |
Total funds 2025 £ 2,370.00 22,776.00 25,146.00 Total funds 2025 £ 3,436.27 33,335.15 129.30 720.00 82.80 815.79 981.44 100.25 1,083.40 305.04 40,989.44 |
Total funds 2024 £ 3,900.00 34,092.00 |
|---|---|---|---|
| 37,992.00 | |||
| Total funds 2024 £ 3,123.92 31,249.37 350.00 720.00 1,165.00 778.78 942.62 27.87 690.00 131.04 |
|||
| 39,178.60 |
7. Other Expenditure
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8. Tangible Fixed Assets
| Computer | |
|---|---|
| Equipment | |
| £ | |
| 8.1 Cost or valuation | |
| At 01 April 2024 | 818.99 |
| Additions | 1,001.06 |
| Disposals | - |
| Revaluations | - |
| Transfers | - |
| At 31 March 2025 | 1,820.05 |
| 8.2 Depreciation and impairments | |
| At 01 April 2024 | 294.84 |
| Charge for the year | 305.04 |
| Disposals | - |
| Revaluations | - |
| Transfers | - |
| At 31 March 2025 | 599.88 |
| 8.3 Net book value | |
| At 01 April 2024 | 524.15 |
| At 31 March 2025 | 1,220.17 |
| 9. Investments | |
| Listed Investments | |
| £ | |
| Carrying(fair) value at beginning of period | 269,746.27 |
| Add / (deduct): netgain / (loss)on revaluation | (133.77) |
| Carrying(fair) value at end of year | 269,612.50 |
9. Investments
10. Cash at bank and in hand
| Cash at bank and in hand Total |
Total funds 2025 £ 333,404.08 333,404.08 |
Total funds 2024 £ 367,412.00 |
|---|---|---|
| 367,412.00 |
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11. Creditors: Amounts falling due within one year
| Bank loans and overdrafts Accruals and deferred income Total |
Total funds 2025 £ 83.13 6,147.58 6,230.71 |
Total funds 2024 £ 4.59 5,847.80 |
|---|---|---|
| 5,852.39 |
12. Charity funds
12.1 Details of material funds held and movements during the CURRENT reporting period
| Fund names Unrestricted funds |
Fund balances brought forward Income Expenditure Transfers Gains and losses Fund balances carried forward £ £ £ £ £ £ |
Fund balances brought forward Income Expenditure Transfers Gains and losses Fund balances carried forward £ £ £ £ £ £ |
Fund balances brought forward Income Expenditure Transfers Gains and losses Fund balances carried forward £ £ £ £ £ £ |
|---|---|---|---|
| 633,085.64 47,118.54 81,539.79 - |
- | 598,664.39 |
12.2 Details of material funds held and movements during the PREVIOUS reporting period
| Fund names Unrestricted funds |
Fund balances brought forward Income Expenditure Transfers Gains and losses Fund balances carried forward £ £ £ £ £ £ |
Fund balances brought forward Income Expenditure Transfers Gains and losses Fund balances carried forward £ £ £ £ £ £ |
Fund balances brought forward Income Expenditure Transfers Gains and losses Fund balances carried forward £ £ £ £ £ £ |
|---|---|---|---|
| 688,718.51 22,047.88 77,680.75 - |
- | 633,085.64 |
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