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← The Elizabeth Coteman Fund

2025-03-31-accounts

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The Elizabeth Coteman Fund

Trustees’ Annual Report and Accounts

Year ending March 2025

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 2024 were:

Emma Lane Gemma Coteman Gerald Coteman – acting Director (unpaid) Laura Coteman

Administrator: Julie Moir (unpaid)

Registered Office:

27 Thornton Court Cambridge CB3 0NS

Accountants:

Paul Glover Associates Limited Progress House Rowles Way Swavesey Cambridge CB24 4UG

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:

Overview

Activity

Last year, the Trustees took the decision to suspend its grant making and transfer funds in the form of an endowment grant to the charity ‘Something To Look Forward To’ (STLFT). Our partnership with that charity has been hugely successful, enabling us to reach patients and families that we may not have reached otherwise. An agreement of terms ensures that the endowment pot will allow grant making by STLFT to last for several years and thus protect the legacy of our founder, Elizabeth Coteman. At the end of the year to March 2025 significant progress had been made by STLFT with regard to gifts and experiences provided for individuals and families faced with the challenge of pancreatic cancer. The action to make the endowment grant was based on our charity holding unnecessarily high reserves and declining grant applications. The arrangement with STLFT is consistent with our overall aims and will do more to directly support quality of life for this patient group than we were able to achieve through our old grants programme. This represents better value for the funds raised over many years by our wonderful supporters.

The Elizabeth Coteman Fund will step up its focus on support for patients and families, through advocacy, emotional and bereavement support and problem solving. The charity will also be extending its work in the areas of clinical research and improved patient experience.

Finance

The charity has adequate reserves for its patient support work, although some fundraising will continue. We expect to remain in robust financial health for the foreseeable future.

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:

There are currently no major risks to report.

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 – the same.

  1. 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 – the same.

  1. 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 remain low but with much higher levels of time input.

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

a) Income & Expenditure

b) Balance Sheet OAXJ 9R9.78 1&12&51 I4￿￿71 1482&71 14W&71 oxo 5932&95 (44SJ3.24) I&Eko>rt 14825.71

The Elizabeth Coteman Fund CE010444 Receipts and payments accounts For the period 01-Apr-24 31-Mar-25 To from I ces eee

CC16a

Section A Receipts and payments

A1 Receipts Unrestricted
funds
to the nearest
£		 Unrestricted
funds
to the nearest
£		 to the nearest Restricted
funds
to the nearest £		 Restricted
to the nearest £		 Endowment
funds
to the nearest £		 Endowment
funds
to the nearest £		 Endowment Total funds
to the nearest £		 Last year
to the nearest £
Donations 3,739 3,739 - - - - - - 3,739 3,725
Grants - - - - - - - - - -
Fundraising 1,118 1,118 - - - - - - 1,118 -
Transfer from CCF - - - - - - - - - -
Bank Interest Received 905 905 - - - - - - 905 682
Taxation reclaimed 1,039 1,039 - - - - - - 1,039 400
- - - - - - - - - -
- - - - - - - - - -
Sub total(Gross income for AR) (Gross income for AR) 6,801 6,801 - - - - - - 6,801 4,807
A2 Asset and investment sales,
(see table).
-
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total receipts
6,801
-
-
6,801
4,807
A3 Payments
————~~——~~
Grants 50,600 50,600 - - - - - - 50,600 6,850
Fund Raising Expenses 292 292 - - - - - - 292 -
PR and Marketing - - - - - - - - - -
Travelling, Subsistence and Entertaining 60 60 - - - - - - 60 31
Administration 149 149 - - - - - - 149 260
Sundry 65 65 - - - - - - 65 100
Bank Charges 139 139 - - - - - - 139 13
- - - - - - - - - -
- - - - - - - - - -
**Sub total ** 51,305 51,305 - - - - - - 51,305 7,254
A4 Asset and investment
purchases, (see table)
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total payments
51,305
-
-
51,305
7,254
Net of receipts/(payments)
- 44,503
-
- - 44,503
- 2,447
A5 Transfers between funds
-
- -
-
-
A6 Cash funds last year end
59,330
- -
59,330
61,777
Cash funds this year end
14,827
-
- 14,827
59,330
————~~——~~
===>>

CCXX R1 accounts (SS)

29/11/2025

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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 £
5,197
-
9,630
-
-
-
14,827
-
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)

29/11/2025

2