REGISTERED CHARITY NUMBER: 1178352
REPORT OF THE TRUSTEES AND
UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST DECEMBER 2020
FOR
THE ANNE ROBSON TRUST
Wags LLP t/a Wagstaffs Richmond House Walkern Road Stevenage Hertfordshire SG1 3QP
THE ANNE ROBSON TRUST
CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST DECEMBER 2020
| Page | |
|---|---|
| Reference and Administrative Details | 1 |
| Report of the Trustees | 2 to 4 |
| Independent Examiner's Report | 5 |
| Statement of Financial Activities | 6 |
| Statement of Financial Position | 7 |
| Notes to the Financial Statements | 8 to 14 |
THE ANNE ROBSON TRUST
REFERENCE AND ADMINISTRATIVE DETAILS FOR THE YEAR ENDED 31ST DECEMBER 2020
TRUSTEES M J Bentall R J Gill (resigned 29/10/20) J A Corbisiero R N Mawle J A Holding (appointed 30/9/20) P J Carter (appointed 10/11/20) R P Cotton (appointed 10/11/20) F K McKenzie (appointed 10/11/20) A Ranchod (appointed 10/11/20) PRINCIPAL ADDRESS Units A3 & A4 Mindenhall Court 17 High Street Stevenage Hertfordshire SG1 3UN REGISTERED CHARITY NUMBER 1178352 INDEPENDENT EXAMINER Wags LLP t/a Wagstaffs Richmond House Walkern Road Stevenage Hertfordshire SG1 3QP
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THE ANNE ROBSON TRUST
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST DECEMBER 2020
The trustees present their report with the financial statements of the charity for the year ended 31st December 2020. The trustees have adopted the provisions of 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).
OBJECTIVES AND ACTIVITIES
Objectives and aims
For the public benefit, to relieve the needs and suffering of individuals and their families through the provision of end of life care, by offering presence, companionship, comfort and attention to those individuals who have been identified as being at the end of life.
Significant activities
The Anne Robson Trust works in partnership with acute Hospitals to help them create, embed and sustain teams of specially selected, trained volunteers who provide support and companionship to patients facing their final days, many of whom have no other visitors.
Public benefit
The trustees confirm that they have had regard for the Charity Commission guidance on public benefit.
ACHIEVEMENT AND PERFORMANCE
Charitable activities
The global pandemic has drawn national attention to the challenging issues of death and dying. The expert and compassionate service that the Anne Robson Trust provides has never been more important - supporting people in their final days and hours of life and working to ensure that No One Dies Alone. However, with hospitals closed to volunteers due to the pandemic, the Trust's traditional delivery model has needed to transform and Liz and the team have had tremendous success in launching several new and innovative services which have ensured that the delivery of the Trust's vital work could continue in spite of the restrictions. Highlights include: the launch of the Time to Talk podcasts with Bill Turnbull; the extension of the Time to Talk workshop offering; the creation of Family Hubs in hospital grounds to provide practical help and support to the friends and relatives of those who are dying; and the Anne Robson Trust Helpline. The latter is a long term strategic undertaking which has been accompanied with a full relaunch of our website and online presence.
Our activities have been somewhat restricted this year, but in anticipation of an upcoming period of significant growth we have strengthened the governance of the charity by recruiting 5 new trustees bringing a broad range of knowledge and experience from the healthcare, charity and commercial sectors. We are delighted to welcome these new trustees who have made a huge impact on the strategic focus and oversight of the Trust's operations.
FINANCIAL REVIEW
Financial position
The Trust's financial position continues to be robust. Through a combination of careful management of expenses and effective fundraising, the Trust has maintained a positive cash position, fully able to resource all charitable objectives as well as operational overheads, while retaining an appropriate level of reserves. The success of this approach will facilitate the continued planned expansion of the Trust's charitable activities.
Through the generosity of supporters, we have increased our income from £104,000 in 2019 to £193,438 in 2020. The charity's expenditure rose from £52,115 in 2019 to £139,401 in 2020.
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THE ANNE ROBSON TRUST
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST DECEMBER 2020
FINANCIAL REVIEW
Reserves policy
At 31st December 2020, the charity held total (unrestricted) funds of £119,009 and restricted funds of £14,157.
It is the policy of the charity to maintain sufficient funds to cover all agreed future commitments and at a level which considers inflationary fluctuation.
FUTURE PLANS
As we look ahead we are incredibly optimistic for the future of the charity. Demand for our services from Hospital Trusts has never been greater and thanks to the ongoing development of our service offering, combined with the strong team that Liz has built, our highly engaged Trustees and our sound financial position, we feel ready to extend our work even further in the year ahead.
STRUCTURE, GOVERNANCE AND MANAGEMENT
Governing document
The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity.
Recruitment and appointment of new trustees
In accordance with the governing document:
There must be at least 3 trustees. Apart from the first trustees, every trustee must be appointed for a term of two years by a resolution of the trustees passed at a special meeting;
In selecting individuals for appointment as trustees, the trustees must have regard to skills, knowledge and experience needed for the effective administration of the charity;
The trustees must keep a record of the name and address and dates of appointment, re-appointment and retirement of each trustee;
The trustees must make available to each new trustee, on his or her first appointment both a copy of the deed of trust and any amendments made to it and a copy of the charity's latest report and statement of accounts; and
The Trustees shall agree at the special meeting the length of office held by each individual.
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THE ANNE ROBSON TRUST REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST DECEMBER 2020 STRUCTURE, GOVERNANCE AND MANAGEMENT Implications for The Anne Robson from the Covid-19 Pandemic The Covid-19 pandemic has had a Significant impact on the Charity's operating model. Primarily, due to the access restrictions in place across all hospitals within the NHS, no volunteers have been able to be present on hospital wards, and so our ability to meet our principle charitable aims ha5 been systemically altered. However, the Charity has continued to work with hospital partner5 in creative ways to improve that last experience in hospitals for patients and their familie5, This work has been delivered alongside 3 campaign, 'Time to Talk,, which aims to better enable people to have those difficult conversations around death and dying. We believe there to be an opportunity to integrate element5 of this response work into our core activity in future. From 8 financial perspective, it is well understood that the leve1 of charitable donations across all sectors has been impacted as a result of the pandemic and the resultant economic recession. The Anne Robson Trust has been overwhelmed by the generosity and flexibility of our supporters and we have now accessed sufficient appropriate funds to support our Covid-19 response work until December 2021. As a result, the overall financial p051tion remains secure and the Trustees do not 3nticipate that the Covid-19 pandemic will impact the Charity's short to rnedium term sustainability, and may actually result in increasing the scope of the Anne Robson Trust's charitable activities. Approved by order of the board of trustees on . 29 June 2021 and signed on its behalf bv.. M l Bentall - Trustee Page 4
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE ANNE ROBSON TRUST
Independent examiner's report to the trustees of The Anne Robson Trust
I report to the charity trustees on my examination of the accounts of The Anne Robson Trust (the Trust) for the year ended 31st December 2020.
Responsibilities and basis of report
As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').
I report in respect of my examination of the Trust's accounts carried out under section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
-
accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
-
the accounts do not accord with those records; or
-
the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
J E Fox ACA Wags LLP t/a Wagstaffs Richmond House Walkern Road Stevenage Hertfordshire SG1 3QP
29th June 2021 Date: .............................................
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THE ANNE ROBSON TRUST
STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST DECEMBER 2020
| Unrestricted fund Notes £ INCOME AND ENDOWMENTS FROM Donations and legacies 3 107,379 EXPENDITURE ON Charitable activities 4 General expenditure 66,301 NET INCOME 41,078 RECONCILIATION OF FUNDS Total funds brought forward 77,931 TOTAL FUNDS CARRIED FORWARD 119,009 |
Restricted funds £ 86,059 73,100 12,959 1,198 14,157 |
2020 Total funds £ 193,438 139,401 54,037 79,129 133,166 |
2019 Total funds £ 104,034 52,115 |
|---|---|---|---|
| 51,919 27,210 |
|||
| 79,129 |
The notes form part of these financial statements
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THE ANNE ROBSON TRUST STATEMENT OF FINANCIAL POSITION 31ST DECEMBER 2020 2020 Total funds 2019 Total funds Unrestricted fund Restricted funds Notes FIXED ASSETS Tangible assets 3,842 3,842 1,286 CURRENT ASSETS Debtors Cash at bank io 5,351 115.614 5,351 129,771 5,000 76.751 14,157 120,965 14.157 135,122 81.751 CREDITORS Amounts falling due within one year li 15,7981 15,7981 13,9081 NET CURRENT ASSETS 115,167 14.157 129,324 77,843 TOTAL ASSETS LESS CURRENT LIABILITIES 119,009 14.157 133,166 79,129 NET ASSET5 119,009 14.157 133,166 79.129 FUNDS Unrestricted fund5 Restricted funds 12 119,009 14,157 77.931 1,198 TOTAL FUNDS 133,166 79,129 The financial statements were approved by the Board of Trustees and authorised for issue on 29 Junè 2021 and were signed on its behalf by.. M J Bentall Trustee The notes form part of these financial statements Page 7
THE ANNE ROBSON TRUST
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST DECEMBER 2020
1. STATUTORY INFORMATION
The Anne Robson Trust is an unincorporated charity registered in England and Wales. The charity registration number, together with the principal address, can be found within the reference and administrative details on page 1.
2. ACCOUNTING POLICIES
Basis of preparing the financial statements
The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) '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)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.
Going concern
The financial statements have been prepared on a going concern basis.
Critical accounting estimates and judgements
No significant judgements or estimates have had to be made by the trustees in preparing these financial statements.
Income
All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.
Expenditure
Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.
Tangible fixed assets
Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.
Computer equipment - 25% on cost
Taxation
The charity is exempt from tax on its charitable activities.
Fund accounting
Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.
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THE ANNE ROBSON TRUST
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST DECEMBER 2020
2. ACCOUNTING POLICIES - continued
Fund accounting
Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.
Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.
3. DONATIONS AND LEGACIES
| Individual and In Memory Donations Trust and Foundations The February Foundation The Foyle Foundation The Inman Charity Other Income |
2020 £ 6,530 173,558 - - - 13,350 193,438 |
2019 £ 16,738 60,401 6,000 5,000 5,000 10,895 |
|---|---|---|
| 104,034 |
Included in Trusts & Foundations are grants received from, but not exclusive to: The Follett Trust, The National Lottery Community Fund, The Albert Hunt Trust, Essex Community Foundation, The Grocers Charity, The Postcode Community Trust, The National Lottery - Covid Emergency Fund, 29th of May 1961 Charitable Trust and the Sobell Foundation.
4. CHARITABLE ACTIVITIES COSTS
| CHARITABLE ACTIVITIES COSTS | |||
|---|---|---|---|
| Direct | |||
| Costs (see | Support | ||
| note 5) | costs | Totals | |
| £ | £ | £ | |
| General expenditure | 138,297 | 1,104 | 139,401 |
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THE ANNE ROBSON TRUST
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST DECEMBER 2020
5. DIRECT COSTS OF CHARITABLE ACTIVITIES
| Staff costs Fundraising Bank charges Insurance IT and marketing Office expenses Travel expenses Staff expenses Uniforms and training Rent Professional Fees |
2020 £ 101,532 2,110 181 601 12,013 5,202 952 - - 5,108 10,598 138,297 |
2019 £ 18,765 4,417 197 1,102 4,017 1,558 3,205 4,319 2,059 - 11,914 |
|---|---|---|
| 51,553 |
6. TRUSTEES' REMUNERATION AND BENEFITS
There were no trustees' remuneration or other benefits for the year ended 31st December 2020 nor for the year ended 31st December 2019.
Trustees' expenses
There were no trustees' expenses paid for the year ended 31st December 2020 nor for the year ended 31st December 2019.
7. STAFF COSTS
The average number of employees in the period ended 31st December 2020 was 5 (2019: 1).
8. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
| Unrestricted fund £ INCOME AND ENDOWMENTS FROM Donations and legacies 80,791 EXPENDITURE ON Charitable activities General expenditure 30,070 NET INCOME 50,721 |
Restricted funds £ 23,243 22,045 1,198 |
Total funds £ 104,034 52,115 |
|---|---|---|
| 51,919 |
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THE ANNE ROBSON TRUST
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST DECEMBER 2020
| 8. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued Unrestricted fund £ RECONCILIATION OF FUNDS Total funds brought forward 27,210 TOTAL FUNDS CARRIED FORWARD 77,931 9. TANGIBLE FIXED ASSETS COST At 1st January 2020 Additions At 31st December 2020 DEPRECIATION At 1st January 2020 Charge for year At 31st December 2020 NET BOOK VALUE At 31st December 2020 At 31st December 2019 |
Restricted Total funds funds £ £ - 27,210 1,198 79,129 Computer equipment £ 1,583 3,659 5,242 297 1,103 1,400 3,842 1,286 |
Total funds £ 27,210 |
|---|---|---|
| 79,129 |
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THE ANNE ROBSON TRUST
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST DECEMBER 2020
10. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
| 10. | DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR | ||||
|---|---|---|---|---|---|
| 2020 | 2019 | ||||
| £ | £ | ||||
| Other debtors | 4,674 | 5,000 | |||
| Prepayments and accrued income | 677 | - | |||
| 5,351 | 5,000 | ||||
| 11. | CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR | ||||
| 2020 | 2019 | ||||
| £ | £ | ||||
| Trade creditors | - | 2,174 | |||
| Taxation and social security | 4,222 | 749 | |||
| Other creditors | 1,576 | 985 | |||
| 5,798 | 3,908 | ||||
| 12. | MOVEMENT IN FUNDS | ||||
| Net | |||||
| movement | At | ||||
| At 1/1/20 | in funds | 31/12/20 | |||
| £ | £ | £ | |||
| Unrestricted funds | |||||
| General fund | 77,931 | 41,078 | 119,009 | ||
| Restricted funds | |||||
| East of England | 1,198 | (1,198) | - | ||
| National Lottery | - | 14,157 | 14,157 | ||
| 1,198 | 12,959 | 14,157 | |||
| TOTAL FUNDS | 79,129 | 54,037 | 133,166 |
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THE ANNE ROBSON TRUST
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST DECEMBER 2020
12. MOVEMENT IN FUNDS - continued
Net movement in funds, included in the above are as follows:
| Unrestricted funds General fund Restricted funds East of England National Lottery TOTAL FUNDS Comparatives for movement in funds Unrestricted funds General fund Restricted funds East of England TOTAL FUNDS |
Incoming resources £ 107,379 7,059 79,000 86,059 193,438 At 1/1/19 £ 27,210 - 27,210 |
Resources Movement expended in funds £ £ (66,301) 41,078 (8,257) (1,198) (64,843) 14,157 (73,100) 12,959 (139,401) 54,037 Net movement At in funds 31/12/19 £ £ 50,721 77,931 1,198 1,198 51,919 79,129 |
|---|---|---|
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THE ANNE ROBSON TRUST
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST DECEMBER 2020
12. MOVEMENT IN FUNDS - continued
Comparative net movement in funds, included in the above are as follows:
| Unrestricted funds General fund Restricted funds East of England The February Foundation TOTAL FUNDS |
Incoming resources £ 80,791 17,243 6,000 23,243 104,034 |
Resources Movement expended in funds £ £ (30,070) 50,721 (16,045) 1,198 (6,000) - (22,045) 1,198 (52,115) 51,919 |
|---|---|---|
13. RELATED PARTY DISCLOSURES
There were no related party transactions for the year ended 31st December 2020.
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