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2022-03-31-accounts

Page
Reference and administrative details ofthe charity, its Trustees and advisers
Trustees'
report
2-19
Independent auditors' report on the financial statements 20 - 23
Consolidated statement
offinancial activities
24 - 25
Consolidated balance sheet 26
Charity balance sheet 27
Consolidated statement
ofcash flows
28
Notes to the financial statements 29-53

Unrestricted Restricted Endowment Total Total
funds funds funds funds funds
Note 2022f 2022
8
2022
6
2022f 2021f
INCOME AND
ENDOWMENTS
FROM:
Donations
and
legacies
Charitable
activities
977,628 117,350
1,123,216
1,094,978
1,123,216
1,209,945
1,789,450
Other trading
activities:
Fundraising
Trading
activities
505,273
482,165
9,182 514,455
482,165
474,862
301,587
Investments:
Share ofjoint
venture
net income
66,434 66,434 64,428
Investments 1 1 5
Other income 2,714 2,714 555,473
TOTAL INCOME AND
ENDOWMENTS
1,967,781 1,316,182 3,283,963 4,395,750
EXPENDITURE ON:
Raising funds:
Voluntary
income
Fundraising
trading
Charitable
activities
472,876
537,729
292,428
1,250
2,021,151
474,126
537,729
2,313,579
467,081
515,260
2,507,071
TOTAL
EXPENDITURE
1,303,033 2,022,401 3,325,434 3,489,412
NET
INCOME/(EXPENDIT
URE)
664,748 (706,219) (41,471) 906,338
Transfers
between
funds 22 (649,889) 649,889
NET MOVEMENT
FUNDS
IN 14,859 (56,330) (41,471) 906,338

Unrestricted Restricted Endowment Total Total
funds funds funds funds funds
Note 2022 2022
6
2022
6
2022
f.
2021
f
RECONCILIATION
OF FUNDS:
Total funds brought
forward 2,565,529 923,896 50,961 3,540,386 2,634,048
TOTAL FUNDS
CARRIED FORWARD 2,580,388 867,566 50,961 3,498,915 3,540,386

CONSOLIDATED BALANCE SHEET
AS AT 31 MARCH 2022
Note 2022
6
2021f
FIXEDASSETS
Tangible assets 16 2,475,298 2,586,958
Investments 17 4,626 4,626
2,479,924 2,591,584
CURRENT ASSETS
Stocks 18 5,355 4,294
Debtors 19 366,106 311,355
Cash at bank and in hand 1,059,480 981,075
1,430,941 1,296,724
Creditors: amounts falling due within one
year 20 (256,117) (305,422)
NET CURRENT ASSETS 1,174,824 991,302
Creditors: amounts falling due after more
than one year 21 (155,833) (42,500)
TOTAL NET ASSETS 3,498,915 3,540,386
CHARITY FUNDS
Endowment
funds
22 50,961 50,961
Restricted funds 22 867,566 923,896
Unrestricted
funds
22 2,580,388 2,565,529
TOTAL FUNDS 3,498,915 3,540,385

2022 2021
8
CASH FLOWS FROM OPERATING ACTIVITIES
Net cash used
in operating
activities
(131,304) 912079
CASH FLOWS FROM INVESTING ACTIVITIES
Dividends,
interests
and rents from
investments 1 5
Purchase oftangible fixed assets (12,138) (7,290)
Receipts from joint venture 66,013 66,941
NET CASH PROVIDED BYINVESTING ACTIVITIES 53,876 59,656
CASH FLOWS FROM FINANCING ACTIVITIES
New unsecured
loans
50,000
Repayments
of borrowing
(44,167)
New secured
loans
200,000
CHANGE
IN CASH AND CASH EQUIVALENTS
IN THE YEAR 78,405 1,021,735
Cash and cash equivalents
at the beginning
ofthe year
981,075 (40,660)
CASH AND CASH EQUIVALENTS AT THE END OF THE YEAR 1,059,480 981,075
The notes on pages 29 to 53 form part ofthese financial statements

Unrestricted Restricted Total Total
funds funds funds funds
2022
8
2022f 2022
8
2021
Donations 395,130 4,258 399,388 407,197
Legacies 535,120 535,120 320,774
Other Covid-19 grants 28,003 28,003 275,667
Grants 19,375 113,092 132,467 206,287
977,628 117,350 1,094,978 1,209,945
Total 2021 1,021,475 168,470 1,209,945

Restricted Total Total
funds funds funds
2022f 2022f 2021f
Stockton on Tees Hospice 309,406 309,406 492,954
Bishop Auckland
Hospice
495,631 495,631 487,529
Childrens Hospice 307,651 307,651 306,370
National Health Service England 10,528 10,528 502,597
1,123,216 1,123,216 1,789,450
Total 2021 1,789,450 1,789,450

Unrestricted Restricted Total Total
funds funds funds funds
2022
6
2022f 2022
6
2021f
Other charitable income 183,278 9,182 192,460 158,916
Bishop Auckland Hospice 403 403 3,989
Childrens
Hospice
1,823 1,823 2,227
Lottery 319,769 319,769 309,730
Total 2022 505,273 9,182 514,455 474,862
Total 2021 458,300 6,562 474,862

TRADING AC TI VITIES
Unrestricted Restricted
funds funds Total funds Total funds
2022 2022 2022 2021
6 6 6 6
Charity trading income
Charity shops 466,748 466,748 279,683
Other trading activities 15,417 15,417 21,904
482,165 482,165 301,587
Fundralsing trading expenses
Charity shops 251,543 251,543 215,839
Wages and salaries 285,984 285,984 298,140
203 203 281
Depreciation
537,730 537,730 515,260
Net (expenditure)/income from trading (55,565) (55,565) (213,673)
activities
(216,652) 2,979 (213,673)
Total 2021

Unrestricted Restricted Total Total
funds funds funds funds
2022
6
2022
E
2022
6
2021f
Share ofjoint venture net income 66,434 66,434 64,428
Investment income 1 5
1 66,434 66,435 64,433
Total2021 5 64,428 64,433

Unrestricted Total Total
funds funds funds
2022 2022 2021
8 6
Recycling and miscellaneous income 1,126 1,126 7,260
Coronavirus job retention scheme funding 1,588 1,588 548,213
2,714 2,714 555,473
Total 2021 555,473 555,473

COST OF RAISING FUNDS
Unrestricted Restricted Total Total
funds funds funds funds
2022
6
2022f 2022f 2021f
Fundraising 93,411 1,250 94,661 50,660
Lottery 122,940 122,940 120,836
Wages and salaries 256,524 256,524 295,585
Total 2022 472,875 1,250 474,125 467,081
Total 2021 466,162 919 467,081

Unrestricted Restricted Total Total
funds funds funds funds
2022f 2022
6
2022
E
2021f
Stockton on Tees Hospice 227,316 1,049,666 1,276,982 1,397,625
Bishop Auckland Hospice 65,112 437,546 502,658 528,508
Childrens
Hospice
533,939 533,939 580,938
292,428 2,021,151 2,313,579 2,507,071
Total 2021 279,956 2,227,115 2,507,071

Activities
undertaken Support Total Total
directly costs funds funds
2022 2022 2022
E
2021f
Stockton on Tees Hospice 741,821 535,161 1,276,982 1,397,625
Bishop Auckland Hospice 337,803 164,855 502,658 528,508
Childrens Hospice 391,622 142,317 533,939 580,938
1,471,246 842,333 2,313,579 2,507,071
Total 2021 1,708,913 798,158 2,507,071

Stockton on Bishop
Tees Auckland Childrens Total Total
Hospice Hospice Hospice funds funds
2022 2022 2022 2022 2021
E E E E 9
Wages and salaries 651,578 277,509 382,076 1,311,163 1,501,520
Patient Care 66,201 51,505 6,165 123,871 102,366
Patient Transport 317 132 449 2,738
Premises 3,660 1,264 4,924 2,357
Occupational Health 325 325 105
Staff Travel 1,564 5,267 6,831 4,869
Volunteer
Travel
214 97 311 95
Recruitment 1,357 578 300 2,235 950
Training
&Education
4,503 1,007 1,360 6,870 8,789
Clinical Supervision 1,840 1,840 1,600
Exceptional Covid Expenses 12,427 12,427 83,524
741,821 337,803 391,622 1,471,246 1,708,913
Total 2021 900,759 380,539 427,615 1,708,913

Stockton on Bishop
Tees Auckland Childrens Total Total
Hospice Hospice Hospice funds funds
2022f 2022f 2022f 2022f 2021f
Staff costs 289,439 65,500 87,965 442,904 404,126
Depreciation 85,693 29,682 7,187 122,562 12&261
Patient Care 69 949 1,018 513
Premises 65,745 34,458 34,610 134,813 113,353
Staff Travel 4,553 4,553 3,947
Volunteer
Travel
293 293
Recruitment 542 542
Training
&Education
3,839 3,839 4,175
Administration Costs 1,262 3,132 167 4,561 8,404
Bank Charges 3,687 3,687 5,431
Telephone
&
Fax 7,365 3,332 84 10,781 11,671
Printing
postage
&stationery 3,050 513 457 4,020 3,444
Insurance 18,354 5,359 8,114 31,827 30,178
IT & Internet costs 28,188 14,149 2,784 45,121 47,964
Equipment maintenance 7,603 8,730 16,333 26, 7'lO
Audit fees 15,479 15,479 14,981
535,161 164„855 142,317 842,333 798,158
Total 2021 496,866 147,969 153,323 798,158

2022f 2021f
Fees payable to the group's auditor for the audit ofthe group's annual
accounts 12,225 11,985
Fees payable to the charity's auditor in respect of:
All non-audit services not included above 5,040 4,723

Group Group Charity Charity
2022
F
2021f 2022f 2021f
Wages and salaries 2,104,529 2,306,485 1,791,245 1,974,687
Social security costs 143,079 130,445 125,928 113,584
Contribution to defined contribution pension
schemes 48,967 62,441 41,947 53,712
2,296,575 2,499,371 1,959,120 2,141,983
The average number ofpersons employed by the charity during the year was as follows:
Group Group Charity Charity
2022 2021 2022 2021
No. No. No. No.
Childrens Hospice 13 16 13 16
Stockton Adults 62 76 62 76
Bishop Auckland Hospice 20 29 20 29
Butterwick Lottery 5 7
Butterwick Retail 17 '19
117 147 95 121

Long-term Short-term Furniture
Freehold leasehold leasehold and Motor
property property property Equipment vehicles Total
6 6 6 6 6
Cost
At 1 April 2021 1,074,026 2,899,520 97,016 1,238,305 40,562 5,349,429
Additions 12,541 12,541
Disposals (61,911) (5,728) - (67,639)
At 31 March 2022 1,074,026 2,899,520 35,105 1,245,118 40,562 5,294,331
Depreciation
At 1 April 2021 397,598 1,089,002 97,016 1,144,739 34,116 2,762,471
Charge for the year 23,529 59,910 39,177 149 122,765
On disposals (61,911) (4,292) - (66,203)
At 31 March 2022 421,127 1,148,912 35,105 1,179,624 34,265 2,819,033
Net book value
At 31 March 2022 652,899 1,750,608 65,494 6,297 2,475,298
At 31March 2021 676,428 1,810,518 93,566 6,446 2,586,958

Long-term Furniture
Freehold leasehold and Motor
propertyf property Equipmentf vehicles
6
Total
Cost
At 1 April 2021 1,074,026 132,551 1,216,232 31,397 2,454,206
Additions 12,541 12,541
Disposals (403) (403)
At 31 March 2022 1,074,026 132,551 1,228,370 31,397 2,466,344
Depreciation
At 1 April 2021 397,598 35,229 1,126,069 31,397 1,590,293
Charge for the year 23,529 4,571 39,123 67,223
At 31 March 2022 421,127 39,800 1,165,192 31,397 1,657,516
Net book value
At 31 March 2022 652,899 92,751 63,178 808,828
At3f March 2021 676,428 97,322 90,163 863,913

Investment
Listed in joint
Group investmentsf venturesf Totalf
Cost
At 1 April 2021 4,625 1 4,626
At 31 March 2022 4,625 1 4,626
Investments
in Investment
subsidiary Listed in joint
Charity companies f investments
f
venturesf Totalf
Cost
At 1 April 2021 4 4,625 1 4,630
At 31 March 2022 4 4,625 1 4,630

Names Company Company Charity Basis of Holding
number registration control
number
Butte/wick Hospice Retail Limited 02775096 Shares 100o/o
Butterwick Lotteries Limited 03141067 Shares 1PPo/o
John Butterwick
Trust Day Care
Centre and 515705 Sole o/
Hospice Trustee
The financial results ofthe subsidiaries for the year were:
Names Income Expenditure Profit/(Loss)
6 6 / Surplus/
(Deficit) for
the year
6
Butterwick Hospice Retail Limited 475,785 (537,327) (61,542)
Butterwick Lotteries Limited 319,991 (177,510) 142,481
John Butte/wick
Trust Day Care
Centre and Hospice 103 (56,498) (56,395)
The net assets ofthe subsidiaries at the 31 March 2022 were:
Names Net
f
assets
Butterwick Hospice Retail Limited (61,540)
Butterwick Lotteries Limited 2
John Butterwick Trust Day Care Centre and Hospice 1,704,323
The following was ajoint venture ofthe charity:
Name Holding
North East Hospices Lottery
I imited
o/o

Group Group Charity Charity
2022f 2021f 2022f 2021f
Merchandise 4,226 3,313
Stamps 321 353 321 353
Fundraising stock 808 628 808 628
5,355 4,294 1,129 981

Group Group Charity Charity
2022f 2021 2022 2021
Trade debtors 49,308 60,528 37,771 51,606
Amounts
owed by group undertakings
422 197,005 300,601
Other debtors 240„776 146,933 225,555 132,361
Prepayments and accrued income 76,022 103,472 35,496 68,124
366,106 311,355 495,827 552,692

Group Group Charity Charity
2022f 2021f 2022 2021f
Bank loans 50,000 7,500 50,000 7,500
Trade creditors 50,174 101,037 22,514 86,969
Amounts
owed
to group undertakings 46,228 46,930
Other taxation and social security 29,534 35,349 29,534 35,349
Other creditors 41,918 70,716 41,481 70,664
Accruals and deferred income 84,491 90,620 25,962 27,468
256,117 305,422 215,719 274,900
way ofa legal charg e over the as sets ofthe ch arity.
Group Group Charity Charity
2022f 2021f 2022f 2021f
Deferred income at 1 April 2021 56,798 63,833 6,600 6,600
Resources deferred during the year 50,148 56,796 6,600
Amounts released from previous periods (56,798) (63,833) (6,600) (6,600)
50,148 56,798 6,600

Group Group Charity Charity
2022f 2021f 2022f 2021f
Bank loans 155,833 42,500 155,833 42,500

STATEMENT OF FUNDS - C URRENT YEAR
Balance at
Balance at 1 Transfers 31 March
April 2021 Income Expenditure in/out 2022
6 6 6 6 6
Unrestricted
funds
General Funds 2,565,525 1,085,529 (591,295) (417,833) 2,641,926
Funds
within
non charitable
subsidiaries 882,252 (711,738) (232,056) (61,538)
2,565„529 1,967,781 (1,303,033) (649,889) 2,580,388
Endowment
funds
Endowment
Funds
50,961 50,961
Restricted funds
Bishop Auckland
Hospice
395,699 575,384 (429,472) (170,331) 371,280
Stockton on Tees Hospice 118,159 333,390 (1,036,831) 677,629 92,347
Children's
Hospice
37,168 328,273 (533,939) 209,025 40,527
Dignity
in Care Bishop
Auckland
Hospice
31,295 (834) 30,461
Dignity
in Care Stockton on
Tees Hospice 51,964 (1,384) 50,580
Outpatient
Supportive
Services Bishop Auckland 289,610 (7,240) 282,370
Funds
in joint venture
1 66,434 (66,434) 1
National
Health Service
England 12,701 (12,701)
923,896 1,316,182 (2,022,401) 649,889 867,566
Total offunds 3,540,386 3,283,963 (3,325,434) 3,498,915

STATEMENT OF FUNDS - P RIOR YEAR
Balance at
Balance at Transfers 31March
1 April 2020 Income
f
Expenditure
f
in/out
f
2021
f
Unrestricted
funds
General Funds 1,520,535 1,338,174 (563,152) 269,968 2,565,525
Funds
within
non charitable
subsidiaries 5 1,005,687 (698,226) (307,462) 4
1,520,540 2,343,861 (1,261,378) (37,494) 2,565,529
Endowment
funds
Endowment
Funds
50,961 50,961
Restricted funds
Bishop Auckland
Hospice
457,744 547,713 (462,692) (147,066) 395,699
Stockton on Tees Hospice 144,471 594,743 (672,349) 51,294 118,159
Children's
Hospice
78,004 342,408 (580,938) 197,694 37,168
Dignity
in Care Bishop
Auckland
Hospice
32,129 (834) 31,295
Dignity
in Care Stockton on
Tees Hospice 53,348 (1,384) 51,964
Outpatient
Supportive
Services Bishop Auckland 296,850 (7,240) 289,610
Funds
in joint venture
1 64,428 (64,428) 1
National
Health Service
England 502,597 (502,597)
1,062,547 2,051,889 (2,228,034) 37,494 923,896
Total offunds 2,634,048 4,395,750 (3,489,412) 3,540,386

ANALYSIS OF NET ASSE TS BET WEEN FUN DS -PRIOR YE DS -PRIOR YE DS -PRIOR YE AR AR
Unrestricted Restricted Endowment Total
funds funds funds funds
2021
8
2021 2021
8
2021f
Tangible fixed assets 1,672,084 863,913 50,961 2,586,958
Fixed asset investments 4,625 1 4,626
Current assets 1,231,032 65,692 1,296,724
Creditors due within one year (299,712) (5,710) (305,422)
Creditors due in more than one year (42,500) (42,500)
TOTAL 2,565,529 923,896 50,961 3,540,386
RECONCILIATION OF NET MOVEMENT IN FUNDS TO NET CASH FLOW FROM OPERATING
ACTIVITIES
Group Group
2022 2021
6 8
Net
income/expenditure
Activities)
for the year (as per Statement of Financial (41,471) 906,338
Adjustments
for:
Depreciation
charges
122,765 123,541
Dividends,
interests
and rents from investments (1) (5)
Loss on the sale of fixed assets 1,033
Increase
in stocks
(1,061) (123)
Decrease/(increase) in debtors (54,751) 60,350
Decrease in creditors (91,805) (111,081)
Receipts from joint venture (66,434) (64,428)
Joint venture
debtor
movement 421 (2,513)
Net cash provided by/(used in) operating activities (131,304) 912,079

At 1 April New loan At 31 March
2021
f
Cash flows
f
finance
f
2022
f
Cash at bank and in hand 981,075 78,405 1,059,480
Bank loan within
1 year
(7,500) (42,500) (50,000)
Bank loan over 1 year (42,500) (113,333) (155,833)
931,075 78,405 (155,833) 853,647

Contingent
liabili
ties exist at the year end in respect of:
J G W Patterson
J G W Patterson
Foundation
Foundation
f5,000 until October 2022
f10,000 until March 2023
Bishop Auckland and Shildon Area Action Partnership f22,093 until March 2023