RECISTERED CHAIUTY P4UMBEIL. 1178352 rt of th TTII r Knded 3 tr 2023 Streets ISA Ltd Buildirts 15 Gateway 1000 Arlin8ton Bu5inrss Pork Stevenage Hertfordshlre SGI 2FP Tbe Anne Rob50ll Trust C ntettts of the Flnantlal Si*tements For The Yt*r Ended 31 December Pa Refere•¢¢ *nd AdMini8trAtfve D¢tAIIJ Report oftb• Trwtttl IThdep¢ndeDt ExAthiner's Report Ststsment of FI￿￿￿￿•1 Actlvltl B4laDte Sheet Noteg to th¢ FID4n¢knl StAtell)¢ntB 8 to 13 Drtllled Ststemeol of FSn8nel#l A¢tlvltleJ 14 t Anne Rob50D Tnjst Referenre #nd Admlnistr*tive Det*il For The Year ded 31 Dtcembtr 202 TRUSTEES R P Cotton P J Cgrter F K McKen2i¢ T M Cotter L Abraham J A Holdin8 A Adie PIUNCIPAL ADDRE&S Units A3 & A4 Mind¢nhall Court 17 Hi8h Strect St¢v¢nage Hertfordshire SQI 3UN REGisfERED CHARITY NUMBERI 178332 INDEPENDENT EXAMIP4KR Strttts ISA Ltd Buildin8 15 GAte￿Y 1000 Arlin8ton Business Park Stevena8e Hertfordshire SGI 2FP P8g¢ I The Anne Rob50n Trnst ort f the TTll5tees r Tht Ve*r Ended 31 Dtce b r2023 The tNstees present their report with the financial statements of the charity for th¢ year ended 31 De¢ember 2023. The trustees have ath>pted the provisions of Accounting and Reporting by ChaTi¢ies'. Statement of Rrtomm¢nded Practice 8pplicable to charities preparing their accounts in accordance with th¢ FinanciAI ReportinK Sl￿dard appli¢4ble in the UK and Republic of Ireland (FRS 102) l¢ffe¢uve l January 2019). OBJECTIVES AND ACTIVITILS Objectiyes Ynd The increa5in8 need to support and cmpower IlK>se fa¢ing deg¢h is undeniable, with the rising number of deaths in the UK projected ￿ rcach 750,000 annually by 20JO. Thi5 highlights ihe growing demand for better palliaknvc care and cmotional support for individuals in iheir final stages of Ille. The fac¢ that ovcr 700/0 of people fcar helplc5sness at￿ dependemcc more than de4th iL8elf refltets profound concuns about105in8 autonomy and di8nity as they apprO￿h th¢ end of lif¢. Thi5 is a call ￿ action for heolth care proviut mor¢ than just ry)mfort, il's Ab)ut empowering individuRls to navi8ate one of life'5 rn051 Challenging and inevitoble moments With dignity, car4 snd comp&ssion. Publlc beneflt The ¢hurity And trusiees believe thA( no one d¢5erves io di¢ alone. They bclleve thit everyone de5crvcs to have the Comfort artd corrlpanionship of another human bein8 as they di¢, and the support to prepare for th¢ ¢nd oftheir life. They beli¢v¢ tho1 prnvidin8 these services enables a more compassionAt¢ productivc society. Page 2 TknAll ort of the Trustees F r The Year Ended 31 Dteembtr 2023 ACHIEVEMENT AND PERFORMANCE ChaTltablt Artlvltl At the end of 2023 the charity had I I parther5hip5 with acute NHS Trusts str¢tchLII8 from CornwAII io RotherhaTn. Milton KeyThes to Great Yamiouth. This is 8t) increase of 6 NHS Trusts since the end of2022. The charity has Mabled 140 trained volunteers to suppTrrt just over 2.500 pAtient4 ￿ well &8 4,700 visitor8 providin8 3.429 hour5 of comfort and company to people in the last days and hours of their lifc. Many of thom would otheThryye be alone. This 15 impressive 71% inCr￿e on people supported during 2022. The charity'5 helpline provided support for 52 people who were either f￿1n8 de4th themselves or carin8 for someone ai the ¢nd of their life. This figure was lowcr than for¢wted and the operatin8 costs for the helpline werc significantly redueed during this period. The chvity developed new training and workshop packages designed to provide valuable insiBhts 4nd practical iools for anyone se¢kin8 to improve iheir understanding of death and dyin& And b¢tter equlp themselv¢s to have important eoNversAtions. Th￿¢ packages were delivered to 161 people durin8 the lasi 3 months of the year. Looking ahead to 2024 the Charity pions to irterease the number of prtn¢rJhips with acute NHS ¢nJsts eXp￿d their servi¢¢s io PlDvide 5UPPOrt to peopl¢ Mtho arc dying in the comrnunity. tiJrth¢r iDcreuin8 the number of po)ple who wlll receive support and compassion as ¢hey fa¢e death. FINANLIAL REVIEW RutThes pollty The Tru81's reserv￿ policy focLt5cs on th¢ level of frce reserves. d¢fined as net a55et5 excluding rtstri¢ted funds and desi8nated funds. 11 is th¢ policy of the chariry to mllintoin sufficient fund5 to cover ￿1 agreed future eommitmenls gnd At a level which nsiders inflationary t1ue￿atsOn. The In￿te¢S take a risk-b&sed approxh to raserves and therefore aim to retsin sufficient free re5¢rv¢3 tsF meet workin8 capit81 requircments and mana8e thc r15ks tho¢ th¢ chDrity is exposed to in the course of its business. TNste¢s aim to Iriain four io ei8ht months of planned unrestrlded expenditurt os free reserves, recognising the unpredictable ￿tUre of many of th¢ fundin8 sourtts. At 315t De￿mber 2023. the Charity held fvnd5 of £150,459 of whieh £26,240 wert rGqtric¢ed and £124,219 were unr¢s¢rid¢d 8enen] rcserves. STRucfuRE. GOVERNAIYCE AND MANAGEMENT Covernln8 documettt The charity is wntrolled by its 8overnin8 ¢kncumen4 a deed Of trust and ¢onstitutes an unincorFA)rated charity. Page 3 STRUCIW GOVERNANCK AND MANAGEMK RecruilmeAt•Dd 9P￿1￿*￿¢￿t￿f newtr•gt¢¢i There nw8t bB w I￿￿t 3 trosts¢s. Ap•rt from the firrt tnth¢4 every Inuiee mwt b¢ •P￿tIll￿ for a ttrni of 2 yeBts by 4 r¢8olwion of the I￿6￿¢S pwj gt & Vial mcdin& In ¥lq&in8 IndividyaJ$ forappoiDtinert A8 tsWte4 th￿t￿￿t￿N rEyrd to skilli. kn)owl* • •xpwiw tKethdfw the trffecti￿ thinikntionof tht ¢hthw. Tr rnu¥¢ al¢￿1￿ of thename Aftd Ath1tws aDd dthiof Ap￿￿￿￿￿0nl TrDppOInbn￿tm1d Th¢ buBtee4 mth• avllillble to each new on hi• or her firt appoiTtht both i copy of the de¢d of any 6moDLkn¢thts made to 1¢ and a wyofth¢ ¢h8rityJ llltsstttpcrt and •tat¢m￿or1e¢OUats. and The ¢nJ81¢¢8 shall llBte¢ at Ihe rne¢¢in8 th¢ l•ngthof office heldby#¢h iftdividuol tru￿ q/.Lo I.￿4-..... Appwoved by othrof th bonrd oftru4teeson............. a￿d si8npl oh b¢knlf by; R P Collon. Th￿teD Pw4 Inthp¢ndent •tsMlN￿,B raportto tkn tru8ttt5 ofThe Roiwi Tnut I nyjrt ¢hrrity Inste¢s ￿ my &xamin*ion ofth¢ x¢ounts of Tr ADA¢ Rolwi Trwt (the Thth) ftt th¢ 31 DwAtDbw2¢)23. Ruponslbllhla And ofr¢port the therity trwiees of th¢ Th￿t you Y¢4*mible for tho pr¢kMrndLM of the wlth I ofth¢CIMri¢¥8 Ad 2011 Cthe A¢V). I report ui re4Je¢t of rny examin&rion of the Th￿1,5 Kcounts carrirA out Wtthr Stdlon 145 of th• A¢t in wt niy &xminarion I hive followed #ll applhtabl8 DITedioM giv¢n by ih¢ cAXmnlss￿ wthS¢rtlM 145(5Xb)of th#A IndepEnd¢ot¢x*thkner's ilatement Slnee yow ¢hwity'S w¢ome ex(e&d £230,(￿ yow 1x￿1￿r must h ittwmbBr of a li&ed b)dy. l ¢*n Cont1￿ thjl I am qualified to unikrtaké the a¥emlnadon l am • member of the InrtlDJto of Ae￿WIt￿ts ID Fm8laDI 4rd Wi4 wtbith lioTL¢ ofthe Ilthdbodi69. I complet￿ my exminstiCfL I ￿￿11￿ that ll¢¢ matsr•l nt&tta8 my with th• rrtamkn&ion Bivin8me ¢aw¢ to bell￿¢ that th any matrriai r¢5Ptrt e*)untho re&￿T￿ wertnotkqrtln by S•th 130 of tho A¢E or th¢ ￿ourtts do rmlta￿rdWIth I￿0￿ r¢corth' or the accI)un￿ do not ¢ompty with th¢ appli¢able requlffments th¢ forni ¢ottt¢nt of a¢counts 8rt out ITh th¢ Ck¥riiies (A¢¢ounts and Rtp)rf¥) Rtgulatirm 2008 rthr th•n any TeqJiTrm¢nt the rojunts BIR a fAtr view whl¢h b not4 MIdeMda5p￿0fITh iD*¢ndrnt I Iw¢ J¥J and have rJ)m¢ othw lli ¢4rffle¢*iort with the ex￿l￿th}ll to f**lth *teLtlon bo drawn lo thiBtoport kn wthrto eftthle aFYoper undent￿dingOf tho occ4xJnts to b¢Yethod. C Hubixtd FCA Streets ISA Ltd Bu5[di￿ 15 IOLX) 5G12 The Anne Robson Trust Statement of Fin8ncIg1 Aetivitles For The Year End d l Dtotmber 2 13 21123 Tol*l 2022 Totsl d5 Uarestritled Dd Rtstrl¢ted funds Notu INCOME AND ENDOWMENTS FROM t%)nations 8nd Icgacies 142.754 51,1167 293021 337,570 ITLvestment income 2,238 TotAI 244.992 51,067 I￿059 337,570 EXPENDITURE ON Ch*rlt4ble actbvlllrs G¢nerdl ewditure Raising funds 201.845 54.063 34029 236,674 $4.063 265,189 46,395 TotAI 255,908 34,829 290,737 311.584 NKT IIYCOMEIIEXPENDITURE) {10,916 16338 5J22 25.986 RECONCILIATION OF FUNDS Total funds brought forward 135,135 10,IK12 145,137 119.151 TOTAL FUTrIDS CARRIED FORWARD 124J19 26340 150,459 145,137 The notu form part of these financi￿ statem Page 6 1021 di fundi Not¢1 Tr1XED A&gEI8 I,S04 4,042 CURRENT ￿￿ET5 573 4679 123.658 573 5679 1,565 Jnve81ments Cth itb•ok hAnd l41321 131,91• 26J40 ISiS0 149,886 CREDITOIIS Auwwlts fAlliDg due within rm yellr (1195) (9,195) (8.?91) r4KT CURRENf ASSE15 2A240 148,955 141.095 TOTALASSETS LFSS CURRENT 124319 ISW9 145,137 NET ASSZT8 124319 26J4• 15VS9 145.137 Untuttict¥J R¢th¢t¢d l)Jnth 124319 135.135 10.002 TOTAL FUNDS 145,137 q.1 io.l.£o..p* B￿1 w¢ty •i8ned on its beh￿f by.. RPCrtton.Tn The Anoe Robson Trust Note$ to th FlngnelAI Stfitements For The Y #r Ended 31 December 2023 ACCOUNTING POLICIES BA$ls ofprep8rlng the Iln*utl41 ststement The fiJMncial ststements of the charity, which 15 a public benefit entity und¢r FRS 102. hav¢ been prep￿ed in accordan￿ the Charities SORP {FRS 102) 'Accounting and Reportin8 by Charill¢S'. Statement of Recommended Pr8rtic¢ applicable to chariiies pr¢parin8 their accounts in accordance with the Financial Reportin8 Stsndard applicoble in the UK and Republi¢ of Ireland IFRS 1021 (effective l Janugry 2019),, Financial Reporting Standard 102'The Financial Reportin8 Standard appIL￿ble in tht UK and Republi¢ of Irelgnd, atld the ChAriti¢s Act 2011. The financia] sthwnents have been prepared under the hi5toric41 cost convention. Crld¢al •ctOUDtln% Jud£emtllts ind key ￿UrCeS oftstlmailon uneert*lnty No significant jud8ements or estimate5 hav¢ had to be m&dr by the tNste¢s in prq)aring these financial statements. All In￿Me is recogni3¢d in the Stthmrnt of Financial Activitieg once the charity hos entitlement to the fimds. it is probable that the ineome will be received and the wnounl can be measured r¢ligbly. Exptndltu Liabilttle5 are rccogniscd as expenditur¢ a5 800n As there is a1¢801 or con$iTUCtive obliB4tion committing (he ¢hority to ¢hat cxpcnditure, Lt is probable ihgt a transfer of eeonomic benefits will bB rcqulred in s¢ttl¢ment and the amount of the obli8alion can be measured reli8bly. Expenditure is ac¢ouni¢d for on an #c¢N￿$ b&813 and bcen clossified under headin88 that &¥8reg8te All Cost related to the eategory. Wher¢ ¢osts Cannot be dir¢¢¢ly attributed to particular he￿ing3 they have been allocatcd to artiviti¢s on a b&sis con55Stent with ihe use of resources. TsD8lblt Ilxed Assets DeprtClAtion is provid¢d oi the followryn8 annual ra¢es In order to wrlte off ￿e￿ a&q¢t tsvcr it# estimated usefvl life. Cornputer equlpment- 25% on cost Tax*tlon The ch&rity Is exempt from tax on its charitAble ttctivltles. Fund accouDtln¥ Unrtstricted funds ¢&n be used ID ¥￿rdance with the Charitable objectLVC5 at the dis¢r¢tion of the trustees. Restrictcd funds can only be used for particular restrided PUTpose5 Wlthin the objects of the ¢hArity. Restrictions grist specified by the donor or Mthen fiinds are r8i8ed for particular r&strfctrd Purposes. Further explanation of the nature and putpose ofeach fvnd is in¢luded in the notes to the financial statemerts. continucd.. Tbe An rust tes to the Finxncial Statements- colltlnued For The Year Ended JI D¢c¢mber 202J DONATIONS AND LECACIES 21)23 2022 Individual and In Memory Donotio Tnjjt ond Foundations S2J91 241830 29,796 307.774 293121 337,570 INVESTMENT INCOME 2023 2022 Dq￿sIt aceouni inwre 2338 TRUSTEES, REMUNERATION AND BEIYEFITS There were no tru3teeJ' remunerhthon or other benefits for the yeor ¢nded 31 December 2023 nor for the year ended 31 December 2022. Tru$t¢¢4' expen Ther¢ w¢re no irustres, wenses paid for the year w¢d¢d 31 Deeson Community Tn Torw8 Foundation Cornwall Community Foundation James Tudor Foundation Norman Cotnmunity Trust Skipton Buildin8 Society Charitsble Foundation National LDttery- Re&chinB eommunitle8 National Lottery- Award for all 3,000 10,000 2.000 3.1)00 937 22411 (3,000) 10000 (2,000) (3,000) {937) 2,240 SJOO 2JOO 2JQO 3,000 4W3 6,979 {4W3) {6,979) 11,1611 2J86 12a861 {IOW21 (8311 (10.002) 831 51067 {34J291 16338 TOTAL FUNDS 296.059 {290,73D 5,322 Comp*rAtlveJ for movement ltt fundy N*t movenJ¢n¢ In furtds At 31.12.22 At 1.1.22 u￿reStrI￿d funds Unre5tricttd 90,275 44.860 135,135 Restrlcted fun Restricted Natiorta] IATrttery- ReAchin8 communltl&% 18,874 10,002 118.874) 10,002 28,876 {l8,8741 10,002 TOTALFUNDS 119.151 25,986 145,137 Pag¢ 12 continued... The Anne Rob50D Trnst Notes to the Fin¥n¢iil Stfitements- continued For The Ye&r EDded 31 December 2023 MOVEMENT IN FUNDS- eontlTrued Comparative net mov¢ment in filnds, included in the above aTe &8 follows: Incomlllg resources Resources Movemeot expended ID funds Unrestrlcled fvnds Unrestri¢ted 300,653 (235,793) 44.860 Restrleted fuDds ResLrict¢d 36,917 (55,791) (18.874) TIYfAL FUNDS 337.570 {311,584) 25.986 ii. RELATED PARTY D15CLOSURES There were ￿ related p4rty trAn￿CtIonS for the year ended 31 December 2023. Page 13 The Anne Rob5on T st I d Ststement of F thl Activl¢ies r Th¢ Year Ended 31 Dtetmber 2023 Z023 2022 INCOME AND ENDOWMENTS DonAtIons aDd lega¢l¢s Individual ond In Memory Donations Trust And Foundations 52J91 241,430 29.796 307,774 293021 337.570 lovestm¢nt Dep)sii acwunt interest 2238 Tot*1 Ineffjmlng resourceJ 29&059 337.570 EXPENDITURE Chirltlble xctlvltle8 Staff salary ¢oJt3 Subcontractor FundrHisirtg costs Bank ¢harge$ Insurance IT and marketing Office cxrKns Tr8inin8 Sl&ff recruilmertt Rent And rai¢s Profrssional fe¢5 PR expcn5eS Sundry expenses 192.653 30,496 6,677 223 1.419 11,944 10,672 266 6,708 15,963 9ffi66 232,997 8,356 206 1,290 6.883 22.836 14,20B 12.139 6,826 3.639 1,612 288,299 309,380 Support Costs Fln*o¢¢ Computer equipment Loss on sale of tan8ible fixed assets 2J44 94 2,204 2038 2204 rotai r&wur¢es expended 291),737 311.584 IY¢t Income 5,322 25,986 Thls page does not fonn part of tk statLLtory ffinancia] 5thtements P8g¢ 14