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## **The Elizabeth Coteman Fund**
## **Trustees’ Annual Report and Accounts Year ending March 2023**
**Registered Charity Number 1171840**
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## **Contents**
**1. Reference and Administrative Details**
**2. Annual Report of the Trustees**
**3. Statement of Financial Activities**
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## **1. Reference and Administrative Details**
The Trustees who served during the year ended 31 March 2023 were:
Emma Lane Gemma Coteman Gerald Coteman – acting Director (unpaid) Laura Coteman Mark Coteman
Administrator: Julie Moir (unpaid)
## **Registered Office:**
27 Thornton Court Cambridge CB3 0NS
## **Accountants:**
PG Associates William James House Cowley Road Cambridge CB4 0WX
## **Bank:**
The Co-operative Bank 1 Balloon Street Manchester M60 4EP
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## **2. Annual Report of the Trustees**
## **Objectives:**
"The preservation and protection of good health for the public benefit and the relief of need among individuals, families and groups living with a diagnosis of pancreatic cancer or pancreatitis by:
- Offering grants to those groups working with individuals, families and groups living with a diagnosis of pancreatic cancer or pancreatitis.
- Offering grants to NHS clinical pancreatic cancer services where this will directly improve services and support for individuals and families living with a diagnosis of pancreatic cancer or pancreatitis - where funding would not otherwise be available.
- Supporting research into pancreatic cancer with selected grants for research teams and pancreatic cancer patients participating in clinical trials and promoting the publication of the useful results of that research.
- Raising awareness of pancreatic cancer and its effects.
- Providing financial, practical, and emotional support to those diagnosed with pancreatic cancer and their families and carers through appropriate referral and signposting in a way that will improve quality of life.
- Working in partnership with other relevant charities and groups to achieve better outcomes for those diagnosed with pancreatic cancer and their families and carers".
## **Overview**
## Activity
This was yet another difficult year for people and families coping with a cancer diagnosis, with (NHS) care and treatment continuing to play catch up after the difficult periods of lockdown and the huge latent demand for services. The Charity has continued its support and advocacy for those who have found themselves battling with pancreatic cancer. Whilst the challenges for these patients and families have increased, for the reasons given, we have seen fewer referrals and grant applications. We know that the NHS could refer more people to us than they do.
Satisfaction scores from those we have supported continues to be 100% and we have maintained a dynamic and effective service. Additionally, our work with the Cambridge Pancreatic Cancer Research Trials Programme has developed further and is a success story. Our partnership work, especially with the charity ‘Something To Look Forward To,’ has been hugely successful, enabling us to reach patients and families that we may not have reached otherwise.
## Finance
For a third successive year our income has been well down. The Charity has no salary or staff costs and strong reserves and therefore retains a robust financial position. In line with normal practice, the Charity will continue to monitor its forward financial plan.
## **Governance**
The Trustees operate a light-touch but robust model of governance to ensure that decisions relating to those we seek to support are made quickly and effectively. Relevant policies and procedures are in place, and followed, to ensure openness, accountability, data protection and relevant compliance. Trustees are also mindful of the Charity Commission’s public benefit test, which is adhered to.
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## **Risk**
The Trustees have adopted a policy of low exposure to risk and have put in place a risk management framework that covers:
- Financial Risk
- Operational Risk
- Reputational Risk
- Compliance Risk
There are currently no major risks to report. A foreseeable risk concerns the level of capacity available to manage day to day requirements, given the current reliance on volunteers. The Trustees will keep this issue under review and expect to develop new plans during 2023/4.
## **Performance**
Meeting Objectives (by comparison with previous year):
1. Grants to groups working with individuals, families and groups living with a diagnosis of pancreatic cancer or pancreatitis – **higher.**
2. Grants to NHS clinical pancreatic cancer services where this will directly improve services and support for individuals and families living with a diagnosis of pancreatic cancer or pancreatitis, and where funding would not otherwise be available – **none.**
**3.** Supporting pancreatic cancer research with selected grants for research teams and pancreatic cancer patients participating in clinical trials and publicising the useful results of that research – **no grants this year but increased ‘in-kind’ support.**
**4.** Raising awareness of pancreatic cancer and its effects – increased awareness raising, events, public presentations, and media coverage **– slightly increased.**
5. Providing financial, practical, and emotional support to those diagnosed with pancreatic cancer and their families/carers through appropriate referral/signposting to improve quality of life – **numbers of cases lower but with much higher levels of time input to provide support in often very complex situations.**
**6.** Partnerships with other charities and groups to achieve better outcomes/quality of life for pancreatic cancer patients and their families – **our work with partners continues to increase.**
## Impact
The Trustees record and analyse feedback on services and support provided. Feedback forms are issued direct and via our partners although, given the nature of pancreatic cancer and its effect on families, it is sometimes difficult to encourage respondents to complete them. However, feedback received is, without exception, positive and values highly the support provided by the Charity.
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## **3. Statement of Financial Activities – year ending March 2023**
## **a) Income & Expenditure**
b) Balance Sheet
Balae Sheet
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**The Elizabeth Coteman Fund CE010444 Receipts and payments accounts CC16a For the period 01-Apr-22 31-Mar-23 To from**
## **Section A Receipts and payments**
**----- Start of picture text -----**
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Donations 4,247 - - 4,247 1,361
Grants - - - - -
Fundraising 611 - - 611 745
Transfer from CCF - - - - -
Bank Interest Received 81 - - 81 20
Taxation reclaimed 846 - - 846 595
- - - - -
- - - - -
5,785 - - 5,785 2,721
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 5,785 - - 5,785 2,721
A3 Payments
Grants 8,100 - - 8,100 10,157
Fund Raising Expenses 221 - - 221 -
PR and Marketing - - - - -
Travelling, Subsistence and Entertaining 85 - - 85 88
Administration 226 - - 226 268
Sundry - - - - 50
Bank Charges - - - - -
- - - - -
- - - - -
Sub total [ 8,632 ] - - 8,632 10,563
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 8,632 - - 8,632 10,563
Net of receipts/(payments) - 2,847 - - - 2,847 - 7,842
A5 Transfers between funds - - - - -
A6 Cash funds last year end 64,624 - - 64,624 72,466
Cash funds this year end 61,777 - - 61,777 64,624
**----- End of picture text -----**
CCXX R1 accounts (SS)
30/12/2023
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## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
Signed by one or two trustees on behalf
of all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
Current Account
Deposit Account
**Details**
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**2,734**
**-**
**59,042**
**-**
**-**
**-**
**61,777**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name|**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**|
|---|---|---|---|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**When due**
**(optional)**
Date of
approval|
CCXX R2 accounts (SS)
30/12/2023
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