
## **Trustees' Annual Report for the period** 

Period start date Period end date **Day15 Month Year2 Day14 Month0 Year20 From 05 020 To 5 21** 

## Section A                        Reference and administration details 

**Charity name** 

ASK ERWIN 

**Other names charity is known by** 

Empowering Rights When In Need 

**Registered charity number (if any)** 1161686 

**Charity's principal address** GROUND FLOOR 108 EVELINA RD 

LONDON **Postcode SE15 3HL** 

## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Paula Donohoe|Chair|||
||Suneil Saraf|Trustee|||
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## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** 

**Name Dates acted if not for whole year** 

March **2012** 

**TAR** 

1 



## **Names and addresses of advisers (Optional information)** 

|**Type of adviser**|**Name**<br>**Address**|**Name**<br>**Address**|
|---|---|---|
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|**Name of chief executive or names of senior staff members (Optional information)**|||
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## **Section B              Structure, governance and management** 

## **Description of the charity’s trusts** 

CONSTITUTION Type of governing document (eg. trust deed, constitution) CIO How the charity is constituted (eg. trust, association, company) Appointed by board and senior staff Trustee selection methods (eg. appointed by, elected by) 

## **Additional governance issues (Optional information)** 

REVIEWED SAFEGUARDING POLICY You **may choose** to include Wrote COVID procedures additional information, where relevant, about: 

- policies and procedures adopted for the induction and training of trustees; 

- the charity’s organisational structure and any wider network with which the charity works; 

- relationship with any related parties; 

- trustees’ consideration of major risks and the system and procedures to manage them. 

## **Section C                    Objectives and activities** 

**Summary of the objects of the charity set out in its governing document** 

- 1) To relieve the need of persons who have health problems, disabilities or sensory impairments in particular but not exclusively by: 

   - a) Providing advocacy, advice, assistance, projects, representation and other services 

- b) Helping the people listed above identify and meet their own needs 

- c) Providing support for those who care for the people listed above 

- 2) To advance the education of the general public, including specific 

March **2012** 

**TAR** 

2 



|**Summary of the main**<br>**activities undertaken for the**<br>**public benefit in relation to**<br>**these objects (include within**<br>**this section the statutory**<br>**declaration that trustees have**<br>**had regard to the guidance**<br>**issued by the Charity**<br>**Commission on public**<br>**benefit)**|professional and other groups and the needs of the people listed<br>above||
|---|---|---|
||Ask Erwin aims to support people to understand their health & care rights<br>and have a voice.<br>Ask Erwin wants to support people to be more informed and involved in<br>decision making around their health and support needs. This can be<br>particularly important to people with a disability, long term health needs or<br>older people.<br>Ask Erwin will support people to understand and use for their benefit;  in<br>particular the Mental Capacity Act and the Care Act.<br>Ask Erwin will achieve this though providing information and support<br>services. This will be a combination of public workshops, closed support<br>groups and 1:1 support.<br>--------------------------------------------------------------------------------------------<br>Ask Erwin continued its work as a partner in the Lambeth Advanced Care<br>Panning Consortium. As a lead partner we continued in year 2 of the<br>project providing<br>-<br>1:1 support to clients to make Health & Welfare Lasting Power of<br>Attorney<br>-<br>Training sessions to the public and partner organisations on<br>Health & Welfare Lasting Power of Attorney<br>-<br>Providing information and support on safeguarding to the<br>consortium partners<br>However, COVID continued to impact on the consortium and Ask Erwin’s<br>ability to provide the service for the majority of this reporting year. Even<br>when the country was not in lockdown it was still not possible to visit<br>clients to provide the service or to run workshops. Additionally the cohort<br>group were understandably impacted with wider concerns around covid<br>meaning attending workshops and focusing on making a LPA were not<br>high on peoples agenda. We did provide the service to the few people<br>who were referred in this period and could manage with virtual<br>appointments. We did also provide virtual training sessions to partner<br>staff and some of their clients .<br>Ask Erwin also provided in this period a telephone and email helpline to<br>support people to understand and access their health and social care<br>rights.<br>Ask Erwin provides no harm or detriment to the public.<br>The trustees have had regard to the guidance on public benefit.<br>Ask Erwin offers some of its services to the public in general and some of<br>its services specifically to people with protected characteristics.||



## **Additional details of objectives and activities (Optional information)** 

March **2012** 

**TAR** 

3 



Trustees claimed no travel expenses in this reporting period. 

Ask Erwin received funding payment for the Lambeth Advanced Care Planning Consortium project work 

You **may choose** to include further statements, where relevant, about: 

As Ask Erwin now has a grant when covid restrictions lifted in the last quarter of this reporting period we were able to move into an office space on an agreement with £0 rent charge initially only utilities and maintenance costs are required. 

- policy on grantmaking; 

- policy programme related investment; 

- contribution made by volunteers. 

## Section D                      Achievements and performance 

March **2012** 

**TAR** 

4 



Section D                      Achievements and performance 

**Summary of the main** Ask Erwin’s information and help service provided support to people in **achievements of the charity** relation to their health and social care needs and in particular information **during the year** around Lasting Power of Attorneys. Ask Erwin continued working as a partner in the Lambeth Advanced Care Planning Consortium Ask Erwin reviewed its current policies and its COVID procedures COVID lockdowns and limitations on being able to visit clients due to their vulnerabilities severely impacted on Ask Erwin’s ability to provide support to many people in this reporting year. We continued to provide workshops and training on LPA to partner organisations and to their clients virtually. We were however only able to offer 1:1 support to people who were able to access internet – which meant that a large number of the target group referrals work had to be suspended as this was referrals of people with dementia and other cognitive impairments meaning that providing support virtually was not possible due to consent issues 

## **Section E                    Financial review** 

March **2012** 

**TAR** 

5 



**Brief statement of the charity’s policy on reserves** 

Ask Erwin does not currently have a reserves policy. The trustees will review this.. 

## **Details of any funds materially in deficit** 

## **Further financial review details (Optional information)** 

You **may choose** to include additional information, where relevant about: 

- the charity’s principal sources of funds (including any fundraising); 

- how expenditure has supported the key objectives of the charity; 

- investment policy and objectives including any ethical investment policy adopted. 

## **Section F                     Other optional information** 

## **Section G                    Declaration** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 

**Signature(s)** P Donohoe **Full name(s)** Paula Donohoe **Position (eg Secretary, Chair,** Chair **etc) Date** 28/05/21 

March **2012** 

**TAR** 

6 




**Charity Name No (if any) Ask Erwin 1161686 Receipts and payments accounts CC16a For the period** Period start date Period end date **To from** 15.5.20 14.5.21 

|**Section A Receipts and payments**|**Section A Receipts and payments**|**Section A Receipts and payments**||||||||
|---|---|---|---|---|---|---|---|---|---|
|**A1 Receipts**|**Unrestricted**<br>**funds**<br>**to the nearest      £**||**Restricted**<br>**funds**<br>**to the nearest £**||**Endowment**<br>**funds**<br>**to the nearest £**||**Total funds**<br>**to the nearest £**||**Last year**<br>**to the nearest £**|
|Grant|**5,150**||||**-**||**5,150**||**-**|
|Loan|||**-**||**-**||**-**||**-**|
|donation|**-**||**-**||**-**||**-**||**-**|
|fund rasingevent|**-**||**-**||**-**||**-**||**-**|
|fees for charitable services|**-**||**-**||**-**||**-**||**-**|
|hire of office|**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|**_Sub total_**_(Gross income for_<br>_AR)_|**5,150**||**-**||**-**||**5,150**||**12,291**|
|||||||||||
|**A2 Asset and investment sales,**<br>**(see table).**||||||||||
||**-**|||||||||
||**-**||||||||**-**|
|**_Sub total_**|**-**||||||||**-**|
|**_Total receipts_**<br>**A3 Payments**||||||||||
||||||||||**12,291**|
|||||||||||
|rent & hire of rooms|||||||||**-**|
|supportgroupmeetingexpenses|**-**||||||||**-**|
|utilities|**150**||||||||**-**|
|printing,posting,stationarysupplies|||||||||**-**|
|insurance & fees|**300**||||||||**-**|
|volunteer expenses|**-**||||||||**-**|
|repairs & maintenance|**76**||||||||**-**|
|phone,internet,website|**350**||||||||**-**|
|other|**50**||||||||**-**|
|**_Sub total_ **|**926**||||||||**-**|
|||||||||||
|**A4 Asset and investment**<br>**purchases, (see table)**||||||||||
||**-**|||||||||
||**-**|||||||||
|**_Sub total_ **|**-**||||||||**-**|
|**_Total payments_**<br>**_Net of receipts/(payments)_**<br>**A5 Transfers between funds**<br>**A6 Cash funds last year end**<br>**_Cash funds this year end_**||||||||||
||||||||||**-**|
|||||||||||
||**4,224**|||||||||
||**-**||||||||**-**|
||**12,291**||||||||**-**|
||**16,515**||||||||**-**|



CCXX R1 accounts (SS) 

3/15/2023 

1 



|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**||
|---|---|---|---|---|---|---|---|
|**Categories**<br>Signed by one or two trustees on<br>behalf of all the trustees<br>**B5 Liabilities**<br>**B3 Investment assets**<br>**B2 Other monetary assets**<br>**B4 Assets retained for the**<br>**charity’s own use**<br>**B1 Cash funds**|**Details**<br>**Details**<br>**_Total cash funds_**<br>(agree balances with receipts and payments<br>account(s))<br>**Details**||**Unrestricted**<br>**funds**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**16,515**<br>OK<br>**Unrestricted**<br>**funds**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**asset belongs**||**Restricted**<br>**funds**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>OK<br>**Restricted**<br>**funds**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Cost (optional)**||**Endowment**<br>**funds**<br>**to nearest £**|
||||||||**-**|
||||||||**-**|
||||||||**-**|
||||||||**-**|
||||||||OK|
||||||||**Endowment**<br>**funds**<br>**to nearest £**|
||||||||**-**|
||||||||**-**|
||||||||**-**|
||||||||**-**|
||||||||**-**|
||||||||**-**|
||||||||**Current value**<br>**(optional)**|
||||||**-**||**-**|
||||||**-**||**-**|
||||||**-**||**-**|
||||||**-**||**-**|
||||||**-**||**-**|
||**Details**||**Fund to which**<br>**asset belongs**||**Cost (optional)**||**Current value**<br>**(optional)**|
||||||**-**||**-**|
||||||**-**||**-**|
||||||**-**||**-**|
||||||**-**||**-**|
||||||**-**||**-**|
||||||**-**||**-**|
||||||**-**||**-**|
||||||**-**||**-**|
||||||**-**||**-**|
||**Details**||**Fund to which**<br>**liability relates**||**Amount due**<br>**(optional)**||**When due**<br>**(optional)**|
||||||**-**|||
||||||**-**|||
||||||**-**|||
||||||**-**|||
||||||**-**|||
||Signature<br>P Donohoe||Print Name<br>Paula Donohoe|||||
||||||||Date of<br>approval|
||P Donohoe||Paula Donohoe||||8/14/2022|
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CCXX R2 accounts (SS) 

3/15/2023 

2 

