THE Katie Trust is a registered charity and, as such, has a legal responsibility to produce an annual report. This page contains the latest annual report and also includes the annual financial review.

      
THE Katie Trust is constituted by Deed of Trust and is a registered charity, No 1076623. Its address is 32 Zetland Road, Redcar TS10 3QD.

    The trustees at March 31st 2003 were:

    Mr Martin Neal - Chair
    Mr Philip Maidens - Secretary
    Mrs Deborah Neal - Treasurer
    Mr James Budd
    Mrs Susan Budd
    Mrs Susan Maidens
    Mrs Dawn Moody

THE Katie Trust has enjoyed another hugely successful  year in terms of revenue generated through fund-raising and money spent furthering our charitable aims which, now that a strong financial base has permitted, have begun to broaden.

    The aims of the charity are to brighten the lives of young cancer patients and their families and to advance research into childhood cancers. The charity is staffed  entirely by volunteers who take neither a salary nor expenses of any nature.

    The Katie Trust is registered as a local charity to carry out its work in the counties of Durham, Tyne and Wear, Cumbria, Northumberland and the area covered by the former county of Cleveland.   
   
    The Katie Trust banks with the National Westminster Bank, High Street, Redcar. In addition to its current account, the charity has an interest-earning reserve account, into which funds have been transferred at the treasurer's discretion.

     A total of £511.13 in  interest was earned up to March 31st 2004.

    This was the largest amount of annual interest ever recorded by The Katie Trust and was the result of successful fund-raising campaigns. Having such a large sum in our bank account created the platform to commit ourselves to specific projects and the interest generated  adequately covered overheads not paid for by grants or sponsorship deals, ensuring we could continue our proud boast that every penny donated to The Katie Trust would be used to further our charitable aims.
   
    At March 31st 2003, a Katie Trust cash fund of £65,900. 25 was in place - once again higher that the previous year’s figure (£54,266.06).  Once again, all fund-raising activities have been  well-organised and cost effective.

    Our continued policy of attracting sponsorship to cover potential overheads again increased the resources available for charitable purposes. In the past financial year we attracted a further grant of £180 to cover our postage costs and consumables, while our Christmas card collection sales were boosted enormously by Vision Press of Middlesbrough producing them free of charge and PTP Consultants Ltd donating envelopes.

    A large consignment of stationery (envelopes, paper, correction fluid, pens, Post-its) were donated by Marton Hotel towards the end of the financial year while PTP Consultants have continued to meet costs of other overheads including transport and food costs for our BUPA Great North Run team plus the purchase of a new phone/fax machine (£199.99).

    Grants of £50 from the Weinstein Foundation and £200 from the Woolf Charitable Trust were made to help with running costs.

    Charles McManamy, holder of the first Katie Trust PhD Studentship in Medulloblastoma, completed his three-year term at the Northern Institute for Cancer Research in Newcastle upon Tyne in December 2003 so no payment towards that post was made during the past financial year.

    However a payment of £23,956.00 was made to the University of Newcastle upon Tyne. This was the second of three annual instalments to fund our second  Trust PhD Studentship in Medulloblastoma, held by Jennifer Anderton.

    Among The Katie Trust’s aims is to help prevent the relief of financial hardship. In the past financial year we helped two families in this way - one with the provision of £260 to help with travel costs from Middlesbrough to Newcastle General Hospital while their young son received treatment for a brain tumour; and a grant of £800 to the parents of another young brain tumour patient who sadly died. Both parents had given up work to care for their daughter and requested help to meet funeral costs.

    The Katie Trust agreed to a request from Sargent Cancer Care for Children to contribute £6,000 towards the maintenance of a care worker’s post, based in Newcastle upon Tyne and covering the North-East of England and Cumbria. PTP Consultants Ltd donated half of this amount

     The Katie Trust’s third annual Summer Party took place at the Hollywood Bowl in Teesside Park, Stockton, and a specific grant of £1,000 from the Rotary Club of Redcar covered the cost.

    The total amount raised during the financial year ending March 31, 2003 was £45,203.41 - bringing the total raised since The Katie Trust’s inception in May 1999 to £191,621.27.

    Unsolicited donations totalled £6,030.34 while fund-raising by the Niall Howard Fund resulted in an additional £5,000 being presented to us.

    The most profitable day of the year was BUPA Great North Run Day. Money raised from   runners attracting sponsorship was £8,355.76, while the Richard Dytham Memorial Fund continued their sterling fund-raising efforts, resulting in £4,045.00 coming to The Katie Trust and Cap Gemini Ernst and Young raised £3,248.38 from a series events after choosing us as their nominated charity for the year.
   
    A pre-Christmas Body Shop party raised £884.00 and Darlington and District Motor Club’s efforts - including the staging of a Katie Trust Challenge saloon car race at Croft Circuit - raised £1,000. Christmas card sales were disappointing compared to previous years but nevertheless realised £1,189.15 and required no outlay.

    Revenue generated from The Katie Trust’s collecting boxes totalled £456.27 while our Inland Revenue claim brought in £1,011.29, once again an increase from the previous year.

      The Katie Trust accounts feature a PhD Student Fund and a General Fund. The former features funds which have been raised specifically for the Cancer Research Unit Project while the latter features funds which may be used at the trustees’ discretion.