**REGISTERED CHARITY NUMBER: 1178352**
## **REPORT OF THE TRUSTEES AND**
## **UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST DECEMBER 2021**
## **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 2021**
||**Page**|
|---|---|
|**Reference and Administrative Details**|1|
|**Report of the Trustees**|2 to 5|
|**Independent Examiner's Report**|6|
|**Statement of Financial Activities**|7|
|**Statement of Financial Position**|8|
|**Notes to the Financial Statements**|9 to 15|
**THE ANNE ROBSON TRUST**
**REFERENCE AND ADMINISTRATIVE DETAILS FOR THE YEAR ENDED 31ST DECEMBER 2021**
## **TRUSTEES**
M J Bentall J A Corbisiero J A Holding P J Carter R P Cotton F K McKenzie A Ranchod
**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 2021**
The trustees present their report with the financial statements of the charity for the year ended 31st December 2021. 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**
Too many people die alone, with no friends or family at their side. The need to support and empower people who are dying has never been greater. More than 600,000 people die every year in the UK, a figure set to rise to 700,000 by 2030. In a recent survey, over 70% of people questioned said they fear being helpless and dependent more than they fear death itself. The Anne Robson Trust's vision is to ensure every person receives the compassion, comfort, and companionship they wish for at the end of their life.
## **Significant activities**
No other national charity in the UK specialises in providing emotional support to people at the end of their life and those caring for them. We collaborate with organisations to provide companionship for people in hospitals, care homes and the wider community and our national helpline provides somewhere to turn to for people approaching the end of their life, and their loved ones.
## **Public benefit**
The trustees confirm that they have had regard for the Charity Commission guidance on public benefit.
Page 2
**THE ANNE ROBSON TRUST**
**REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST DECEMBER 2021**
## **ACHIEVEMENT AND PERFORMANCE**
## **Charitable activities**
We experienced huge demand for our services during 2021, despite the pandemic resulting in lockdowns and restricted visiting to most hospitals. We continued the work of 2020 to adapt the way our services are delivered and successfully achieved the following:
**1** . **Expanding services to additional hospital sites** : By the end of the year, we were working with 5 hospital trusts with a further 4 in the recruitment and planning stages of setting up the project, and 3 more working to secure funding, with a view to starting work in 2022.
Hospital Partners we are working with:
- The Princess Alexandra Hospital NHS Trust
- The Norfolk & Norwich University Hospital University Foundation Trust
- East Suffolk & North Essex NHS Foundation Trust
- The James Paget University Hospital
- University Hospitals Birmingham
**2** . **Increasing the number of End of Life volunteers:** Hospital visiting was prohibited in the first part of the year due to Covid-19 restrictions. Volunteers were able to start a relatively slow, phased return to patients' bedsides in May 2021.
By the end of December 2021 volunteers had supported more than 1,280 hospital patients and 869 friends and family, on over 2,790 visits. We have received universally positive and moving feedback on the value of our services.
"It wasn't until I got home with her belongings and found the Butterfly visiting card that we realised Mum was not alone at the end. It gave us as a family peace of mind to know that she was not alone when she died. My daughter had met with one of the Butterfly volunteers earlier in the week and said how lovely she was. As a family we really appreciate the support you have provided us all - it means so much to me and my children. Thank you."
**3** . **Launching the Anne Robson Trust Helpline:** In the months since the Helpline launched in March 2021, we have provided support on over 200 calls and emails. We estimate that for each caller, a minimum of three further people are positively impacted, with a maximum of ten people reached, giving an impact reach of between 650 and 1750 people.
We have 25 trained volunteers, each taking calls on a weekly basis and making a difference to people who are facing end of life challenges.
"I would like to thank the lovely person who I spoke to on the helpline today. I felt very scared when my dad told me that his cancer had returned. Since losing my mum to cancer last year, I felt that I did not have the strength to face it all again. My mum died quite suddenly and I did not have enough time with her in the end. Talking to the volunteer helped me to work out what was most important to me, and I realise that it is best to just take one day at a time. It was such a relief to speak to someone who understands the pain and worry I am experiencing."
**4** . **Opening Family Hubs in Hospitals:** Two of our partner hospitals have secured funding to open a Family Hub to offer respite and support to families: Norfolk & Norwich University Hospitals Foundation Trust, and the Princess Alexandra Hospital NHS Trust. These facilities are due to open in 2022.
Page 3
**THE ANNE ROBSON TRUST**
**REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST DECEMBER 2021**
**5** . **Raising national awareness of the issues affecting people at the end of life:** We ran five virtual sessions, attended by 76 members of the public. 90% of attendees said they would recommend them to their friends and family. We started to use social media more actively to raise awareness of the issues affecting people at the end of life. In November we successfully launched our Helpline service nationally, as part of our #TimeToTalk Christmas campaign.
## **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 £193,438 in 2020 to £219,702 in 2021. The charity's expenditure rose from £139,401 in 2020 to £233,717 in 2021.
## **Reserves policy**
The Trust's reserves policy focuses on the level of free reserves, defined as net assets excluding restricted funds and designated funds.
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. The Trustees take a risk-based approach to reserves and therefore aim to retain sufficient free reserves to meet working capital requirements and manage the risks that the charity is exposed to in the course of its business.
Trustees aim to retain four to eight months of planned unrestricted expenditure as free reserves, recognising the unpredictable nature of many of the funding sources. At 31st December 2021, the charity held funds of £119,151 of which £28,876 were restricted and £90,275 were unrestricted general reserves.
## **FUTURE PLANS**
We remain incredibly optimistic for the future of the charity, noting that the demand and need for our services has never been greater. We are looking to build on the development of our service offerings made in 2021 to reach more people. We shall do this by expanding our existing strong team led by Liz, with deeper engagement from our trustees. Early in the year we will produce a 3 Year Plan, a collaborative piece of work that will say where we want the Anne Robson Trust to be in 2024 and how we intend to get there. This will be our strategic compass over the next 3 years to guide our expansion.
For 2022 we have four goals that inform everything we do:
- To provide nationwide support for patients nearing the end of life, their loved ones and healthcare professionals caring for them in acute NHS settings.
- To offer compassion to more people at the end of their life and their loved ones, through the empathy and time provided by our skilled helpline volunteers.
- To provide support to everyone approaching the end of life beyond the NHS and helpline.
- To create an exceptional and innovative place to work for our staff and volunteers. We will do this by developing new approaches to individual and team development and recruiting for two roles dedicated to Fundraising and Marketing.
Page 4
**THE ANNE ROBSON TRUST**
## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST DECEMBER 2021**
## **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 trustee.
21st July 2022 Approved by order of the board of trustees on ............................................. and signed on its behalf by:
.................................................................
R P Cotton - Trustee
Page 5
**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 2021.
## **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 Date: .............................................
Page 6
**THE ANNE ROBSON TRUST**
## **STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST DECEMBER 2021**
|Unrestricted
fund
Notes
£
**INCOME AND ENDOWMENTS FROM**
Donations and legacies
3
**106,202**
**EXPENDITURE ON**
Raising funds
**29,237**
**Charitable activities**
4
General expenditure
**105,699**
**Total**
**134,936**
**NET INCOME/(EXPENDITURE)**
**(28,734)**
**RECONCILIATION OF FUNDS**
**Total funds brought forward**
**119,009**
**TOTAL FUNDS CARRIED FORWARD**
**90,275**|Restricted
funds
£
**113,500**
**-**
**98,781**
**98,781**
**14,719**
**14,157**
**28,876**|**2021**
**Total**
**funds**
**£**
**219,702**
**29,237**
**204,480**
**233,717**
**(14,015)**
**133,166**
**119,151**|2020
Total
funds
£
193,438
21,168
118,233|
|---|---|---|---|
||||139,401|
||||54,037
79,129|
||||133,166|
The notes form part of these financial statements
Page 7
## **THE ANNE ROBSON TRUST**
## **STATEMENT OF FINANCIAL POSITION 31ST DECEMBER 2021**
|Unrestricted
fund
Notes
£
**FIXED ASSETS**
Tangible assets
8
**4,412**
**CURRENT ASSETS**
Debtors
9
**1,416**
Cash at bank
**93,070**
**94,486**
**CREDITORS**
Amounts falling due within one year
10
**(8,623)**
**NET CURRENT ASSETS**
**85,863**
**TOTAL ASSETS LESS CURRENT LIABILITIES**
**90,275**
**NET ASSETS**
**90,275**
**FUNDS**
11
Unrestricted funds
Restricted funds
**TOTAL FUNDS**|Restricted
funds
£
**-**
**-**
**28,876**
**28,876**
**-**
**28,876**
**28,876**
**28,876**|**2021**
**Total**
**funds**
**£**
**4,412**
**1,416**
**121,946**
**123,362**
**(8,623)**
**114,739**
**119,151**
**119,151**
**90,275**
**28,876**
**119,151**|2020
Total
funds
£
3,842
5,351
129,771
135,122
(5,798)
129,324
133,166
133,166
119,009
14,157
133,166|
|---|---|---|---|
The financial statements were approved by the Board of Trustees and authorised for issue on ............................................. and were signed on its behalf by: 21st July 2022
**----- Start of picture text -----**
.............................................
R P Cotton - Trustee
**----- End of picture text -----**
The notes form part of these financial statements
Page 8
**THE ANNE ROBSON TRUST**
**NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST DECEMBER 2021**
## **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 9
**THE ANNE ROBSON TRUST**
## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST DECEMBER 2021**
## **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
Other Income|**2021**
**£**
**12,972**
**206,730**
**-**
**219,702**|2020
£
6,530
173,558
13,350|
|---|---|---|
|||193,438|
Included in Trusts & Foundations is support received from, but not exclusive to: The Follett Trust, The National Lottery Community Fund, Charities Aid Foundation, Garfield Weston Foundation, The National Lottery Awards 4 All Fund, The Alborada Trust, The Linder Foundation, The Rank Foundation and Canter Holland.
## **4. EXPENDITURE**
||**2021**|**2020**|
|---|---|---|
||**£**|£|
|Staff costs|**145,173**|101,532|
|Fundraising consultancy|**9,540**|2,110|
|Bank charges|**166**|181|
|Insurance|**1,189**|601|
|IT and marketing|**17,817**|12,013|
|Office expenses|**14,068**|5,202|
|Travel expenses|**-**|952|
|Staff recruitment|**2,162**|-|
|Rent and rates|**15,728**|5,108|
|PR expenses|**5,525**|-|
|Professional fees|**20,674**|10,598|
|Depreciation|**1,675**|1,104|
||||
||**233,717**|**139,401**|
||||
Page 10
**THE ANNE ROBSON TRUST**
**NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST DECEMBER 2021**
## **5. TRUSTEES' REMUNERATION AND BENEFITS**
There were no trustees' remuneration or other benefits for the year ended 31st December 2021 nor for the year ended 31st December 2020.
## **Trustees' expenses**
There were no trustees' expenses paid for the year ended 31st December 2021 nor for the year ended 31st December 2020.
## **6. STAFF COSTS**
The average number of employees in the period ended 31st December 2021 was 5 (2020: 5).
## **7. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES**
|Unrestricted
fund
£
**INCOME AND ENDOWMENTS FROM**
Donations and legacies
107,379
**EXPENDITURE ON**
Raising funds
21,168
**Charitable activities**
General expenditure
45,133
**Total**
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
73,100
12,959
1,198
14,157|Total
funds
£
193,438
21,168
118,233|
|---|---|---|
|||139,401|
|||54,037
79,129|
|||133,166|
Page 11
**THE ANNE ROBSON TRUST**
## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST DECEMBER 2021**
## **8. TANGIBLE FIXED ASSETS**
|**COST**
At 1st January 2021
Additions
At 31st December 2021
**DEPRECIATION**
At 1st January 2021
Charge for year
At 31st December 2021
**NET BOOK VALUE**
At 31st December 2021
At 31st December 2020
**DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR**
Other debtors
Prepayments and accrued income|Computer
equipment
£
**5,242**
**2,245**
**7,487**
**1,400**
**1,675**
**3,075**
**4,412**
3,842
**2021**
2020
**£**
£
**726**
4,674
**690**
677
**1,416**
5,351|
|---|---|
## **9. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR**
Page 12
**THE ANNE ROBSON TRUST**
## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST DECEMBER 2021**
## **10. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR**
|**CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR**|||
|---|---|---|
|Trade creditors
Taxation and social security
Other creditors|**2021**
**£**
**7,173**
**-**
**1,450**
**8,623**|2020
£
-
4,222
1,576|
|||5,798|
## **11. MOVEMENT IN FUNDS**
|At 1/1/21
£
**Unrestricted funds**
General fund
**119,009**
**Restricted funds**
National Lottery Reaching
Communities
**14,157**
Canter Holland
**-**
**14,157**
**TOTAL FUNDS**
**133,166**
Net movement in funds, included in the above are as follows:
Incoming
resources
£
**Unrestricted funds**
General fund
**106,202**
**Restricted funds**
National Lottery Reaching
Communities
**48,000**
Charities Aid Foundation
**20,000**
The Linder Foundation
**20,000**
The Rank Foundation
**25,000**
Canter Holland
**500**
**113,500**
**TOTAL FUNDS**
**219,702**|Net
movement
At
in funds
31/12/21
£
£
**(28,734)**
**90,275**
**14,219**
**28,376**
**500**
**500**
**14,719**
**28,876**
**(14,015)**
**119,151**
Resources
Movement
expended
in funds
£
£
**(134,936)**
**(28,734)**
**(33,781)**
**14,219**
**(20,000)**
**-**
**(20,000)**
**-**
**(25,000)**
**-**
**-**
**500**
**(98,781)**
**14,719**
**(233,717)**
**(14,015)**|
|---|---|
Page 13
**THE ANNE ROBSON TRUST**
**NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST DECEMBER 2021**
## **11. MOVEMENT IN FUNDS - continued**
## **Comparatives for 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 Reaching||||
|Communities|-|14,157|14,157|
||1,198|12,959|14,157|
|**TOTAL FUNDS**|79,129|54,037|133,166|
Comparative net movement in funds, included in the above are as follows:
|**Unrestricted funds**
General fund
**Restricted funds**
East of England
National Lottery Reaching
Communities
**TOTAL FUNDS**|Incoming
resources
£
107,379
7,059
79,000
86,059
193,438|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|
|---|---|---|
Page 14
**THE ANNE ROBSON TRUST**
## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST DECEMBER 2021**
## **12. RELATED PARTY DISCLOSURES**
There were no related party transactions for the year ended 31st December 2021.
Page 15