**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
Page 1
**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.
Page 2
**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.
Page 3
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:
1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
2. the accounts do not accord with those records; or
3. 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: .............................................
Page 5
## **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
Page 6
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.
Page 8
**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**|
Page 9
**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|
Page 10
**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|
Page 11
**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**|
Page 12
**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|
|---|---|---|
Page 13
**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.
Page 14