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).
Page 1 of 8
This report was approved by the trustees and signed on its behalf by:
------------------------------------------------------------------------
## **J Bentley Chair**
Date : **20 November 2025**
Page 2 of 8
## **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**|
Page 3 of 8
## **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**
Page 4 of 8
## **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**
Page 5 of 8
## **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**
Page 6 of 8
## **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**|
Page 7 of 8
## **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**|
Page 8 of 8