## Supporting Oxford Health NHS Foundation Trust to enhance the experience of patients, carers and staff 

**Oxford Health Charity** Annual Report 2023/2024 



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|Welcome||<br>2|
|Our Mission||3|
|Our Strategy||4|
|<br>Financial Snapshot||5|
|<br>Our Current Appeals||6-7|
|<br>Appeal Updates||8-10|
|<br>Highlights of the Year||11-38|
|<br>Future Plans||39-40|
|Oxford Health Charity Heroes||41|
|<br>Accounts||42-75|
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## Welcome 

Welcome to our Annual Report for 2023-24 which covers the required financial reporting as well as a reflection on the year through the stories of our fundraising, projects, activities and developments. 

Oxford Health NHS Foundation Trust covers a wide geography and a wealth of services and, as the NHS charity supporting the Trust, we endeavour to ensure that our support has the same farreaching approach. The first part of this Annual Report provides a snapshot of some of the charitysupported projects and fundraising activities that have taken place across the Trust. 

We could not offer the support for projects and activities to enhance the experience of patients, carers and staff across the Trust without the amazing donations that come into our charity appeals. We are grateful for the grant opportunities that we have also been able to access through the National Lottery, Leagues of Friends, local councils, social enterprises, arts bodies and local trusts. 

Your support – whether financial, social or physical – is truly appreciated and makes a difference every day. 

Oxford Health Charity 

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## Our 

## Mission 

Our mission at Oxford Health Charity is to enhance the experience of patients, carers, families and staff involved with the services of Oxford Health NHS Foundation Trust. 

The Trust delivers physical, mental health and social care for people of all ages across Oxfordshire, Buckinghamshire, Swindon, Wiltshire, Bath and North East Somerset. Our services are delivered at community bases, hospitals, clinics and in people’s homes. The Charity supports all these services over and above NHS funding. 

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## Our Strategy 

## **OUR VISION** 

The vision of Oxford Health Charity remains to **‘enhance patient experience through support for patients, carers and staff’** . 

## **NEW STRATEGY** 

The **2023-28 Strategy** builds on the foundations already in place and provides a framework through which the charity will continue to grow and develop by focussing on the delivery of **Positive Spaces** . 

The **strategic objectives** that will enable us to deliver our vision are: 

- 1 To develop an evidence base demonstrating the positive and meaningful impact of charity projects. 

- 2 To create a culture of engagement and involvement through volunteers, donors, fundraising and staff to boost charity income and awareness. 

- 3 To encourage innovation and research through bespoke funding opportunities. 

## **WHAT WILL SUCCESS LOOK LIKE** 

By 2028, Oxford Health Charity will have created unique, impactful and engaging positive spaces across the Trust. These spaces will have grown and developed with strong, evidence-based impact measurements at their core and will encourage staff, carers, patients and the wider community to feel part of the Oxford Health story. This will include a network of high net worth individuals who have contributed to a feasibility study in support of capital projects, like Warneford Park. 

**For new and existing patients** – this will mean a new hospital building or room in which they receive state of the art care; a garden that encourages therapeutic activities and wellbeing; a programme of innovative and engaging activities that actively support their recovery journey. 

**For carers** – this will mean increased opportunities for involvement and engagement with services and research; more innovation in care for those they love. 

**For staff** – this will mean increased opportunities to innovate, time to think and evolve projects based in research; spaces in which to recharge and refresh to boost wellbeing. 

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## Financial Snapshot 


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5%<br>14%<br>Donations<br>Legacies<br>£346k<br>19% Grants<br>62%<br>Investments<br>5% [5%]<br>Patient welfare<br>Staff welfare<br>£506k<br>Research and<br>Education<br>90%<br>Income<br>Expenditure on<br>charitable activities<br>**----- End of picture text -----**<br>


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## Our Current Appeals 

Where the Need is Greatest 

Supporting projects and activities across the Trust to enhance the experience of patients, families, carers and staff. 

## In Memory 

Making a donation in memory of a loved one is a very personal way of supporting the team, ward or service that supported them in their time of need. 

Arts in Healthcare Delivering arts projects and activities; engaging those receiving care in expressing themselves through the arts. 

## Service Specific Appeals 

Supporting specific services across the Trust including Community Hospitals and Services; Buckinghamshire Mental Health and Oxfordshire and West Mental Health services. 

Oxford Health Cares Supporting staff wellbeing. 

## Respite for Oxfordshire’s Sick Youngsters (ROSY) 

Supporting families through the provision of respite care for young people with life limiting illnesses. 

## Green Spaces 

Bringing our outdoor spaces to life; making a positive difference for our patients, staff and visitors. 

## Lucy’s Room 

The creation of a music facility at the Warneford Hospital. Lucy’s Room will provide a safe space for patients to make and play music, as well as receive music therapy sessions. 

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## Meadow Unit 

A new PICU has been built at the Warneford Hospital in Oxford. Our PICU appeal focuses on four enhancements: 

- Gym – a garden exercise room. 

- Sensory room – a bespoke sensory space. 

- Art – unique pieces created to compliment the services provided. 

- Garden – establishing safe and engaging green spaces. 

## Oxfordshire Stroke Rehabilitation Unit 

Our OSRU Unit, based at Abingdon Community Hospital, aim to raise £7500 to purchase new equipment which will enable stroke survivors to use their affected arms more independently and practise their exercises at higher intensity. Both these factors are known to improve people’s chances of recovery. 

¥, 

## Christmas Appeal 

## ~ 

Each year, our charity makes sure all our inpatients who will be staying on the ward on Christmas Day are able to receive a gift and share some festive food. This appeal will help us to ensure that this tradition continues well into the future. We would also like to widen our support to provide funds for other special religious holidays that patients may miss celebrating with their families and friends. 

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## Appeal Updates: 

through Oxford Health Charity The ROSY appeal was founded just over 20 years ago to provide additional respite care to young people with life limiting illnesses, over and above the support provided through existing NHS services. 

Over the years, this appeal has supported numerous families with the ROSY team of care-givers making a difference through their regular visits. **In 2023-24 alone, over 85 families were supported by the ROSY team across** 

**Oxfordshire.** The ROSY team are based within the Community Children’s Nursing Team at Oxford Health NHS Foundation Trust and undertake ROSY visits on a regular schedule designed to provide the additional support each family needs. 

Until 2023, the majority of ROSY fundraising and engagement was undertaken by a team of amazing community volunteers, with the appeal fund managed under the auspices of the Oxford Health Charity. 

After a period of change and review following the passing of George Hedges, lead for the ROSY appeal for many years, the baton for continuing the appeal was passed fully to the Oxford Health Charity team. We continue to work with the volunteers, care-givers and families to make this appeal a success and ensure that the young people who need it are supported. 

OO ————_—_ Eee eee On behalf of our ROSY families, ROSY service staff, and ourselves, the Oxford Health Charity team would like to express our sincere thanks to all employees at Hedges Law who voted ROSY as their company charity of the year for 2023. 

Special thanks also to those ‘Hedgeholders’ who ran, or took part in, various fundraising events throughout the year (such as April’s Great Estates Walk) to raise vital donations for our ROSY Appeal. Your time, effort and support are greatly appreciated, and all funds raised will help us continue to provide much-needed respite services to our ROSY families. 

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## **What does the service mean…** 

## **…for our ROSY families?** 

_“We were lucky to have ROSY support for Neve’s final two years. Everyone - the nurses, healthcare assistants, and all the other care givers - was incredibly skilled, compassionate and child focused. They were reliable and trustworthy; if they said they were coming, they would be there. Life with a child dying from cancer was overwhelming and uncertain, so this predictability was cherished. Neve adored her time with the team, building warm bonds with people who had the skills to care for her complex needs and to make her smile. I treasured those precious hours, when Neve was with the ROSY team. Knowing that she was safe in their care allowed my hyper vigilant brain some desperately needed respite and calm.”_ **Painting & words by Emily, Neve’s mum …for the service staff?** _…you never know what you’re walking into…you can find the family are in a This service is invaluable, and good place…Or some days it’s about I wish we were able to provide staying at home to allow the child to respite care to more families. rest…On other days you can walk in and find you need to be that listening The children are the best, ear, or a shoulder to cry on. On those they take everything in their days, it’s the small things the family can stride. They are so resilient get done that make a big difference… and just make the world brighter! It’s an amazing opportunity to spend time I like going on respite because it provides a muchwith children that need us_ a _needed lifeline for families. It gives the family the most… opportunity to take a break, knowing their child is in Skills required can include being a the hands of caring, professional staff. It allows the tea maker, Disney expert, Lego families to take some time for themselves, be it builder and, of course, having a sleeping, going out for a coffee, doing some wide range of clinical nursing skills. shopping, or spending time with the other siblings. I love being part of this team..._ _— 9 



## Lucy’s Room 

Moving from an artist’s impression to reality, Lucy’s Room took a huge step forward this year. Thanks to the continued fundraising efforts of Lucy’s family; support from Portakabin; planters and seating from RAW; the green fingered artistry of Chiltern Rangers; corporate volunteers from Johnson and Johnson, as well as the wider charity team, Lucy’s Room came to life. 

The final parts of the project will include a ramp for access, outdoor seating and internal set up for groups and individuals to use the space safely. 

We are excited to now be working towards the opening date for Lucy’s Room and can’t wait to see the wards and teams using this space with their patient groups in 2024. 

## Oxfordshire Stroke Rehabilitation Unit 

Thanks to a series of fantastic fundraisers within the Ward itself, and also some wonderful community fundraisers, the £7,500 target has now been reached! 

We are working with the OSRU team to purchase the rehabilitation equipment and really look forward to sharing the impact this has on our stroke survivors. 

One of the ward fundraisers included a cycling challenge! 

> The therapy team set a challenge for patients on OSRU to $$$ collectively pedal 75 miles over 5 days. All who wanted to take part were supported to do so using a range of exercise equipment. 

In just a couple of days they smashed their target and set themselves a new one! The final total was 180 miles in 7 days, including miles contributed from home by patients recently discharged. 

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Highlights of the Year SE The **ROSY Great Estates Walk** , held in support of our **R** espite for **O** xfordshire’s **S** ick **Y** oungsters* fund, was organised once again by patron, Tania Evans, and kicked off at 8am on Saturday 22[nd] after a welcome breakfast at Wilcote Manor. 

Oxford Health and ROSY families, friends, colleagues and supporters enjoyed perfect walking weather as they set off on the 26-mile challenge through the beautiful Oxfordshire countryside – passing through Blenheim, Ditchley, Cornbury and the Wychwood Forest on route. 


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, Children’s Community Nurse, Sophie Herrington, was amongst the walkers – | joined at the halfway stage by: Head of Children’s Services, Mark Chambers; l Executive Managing Director (Primary, Community and Dental Care), Ben Riley; l Director of Corporate Affairs & Company Secretary, Kerry Rogers; and Service | Director, Emma Leaver. This year’s fundraiser raised approximately                           . **£16,500** : CD |B Meee eee ee a | 

The **Oxford Health Staff Awards** took place at Unipart House, on 25[th ] April. During the event, the winning individuals and teams (nominated by patients, families and colleagues) were announced across 13 categories including delivering care, promoting health & wellbeing, improving patient experience and fostering inclusivity. Oxford Health volunteers were also recognised with the Volunteer of the Year Award. 

The Awards Team 

As well as greeting and chaperoning guests, to make this celebration even more special, we: 

created a decorative, eco-friendly archway as the main on-stage backdrop 

held a prize draw & funded wellbeing boxes oa funded 120 goodie bags for all nominees 

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## Coronation Quiches, Cakes & ‘Cocktails’! 

We were pleased to provide charity **funding to over 30 inpatient wards** who wished to celebrate the coronation of King Charles III on 6[th] May. Across the Trust, ward spaces were adorned with festive bunting, flags and balloons while staff hosted a wide range of patient activities across the bank holiday weekend. 

Highlights included: 

These events not only offered attendees the chance to celebrate this royal occasion but also provided opportunities for closer patient/staff engagement in more relaxed settings. — ee 

Afterwards, staff passed on notes of thanks to the charity team commenting that, due to our support, wards were full of smiles, chatter, fun and laughter throughout the weekend. It was such ... 

One patient even wrote us a wonderful thank you poem – read it **here** ! 

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In February, we launched our charity appeal for the Meadow ~~|~~ Unit – Oxford Health’s new eight-bed Psychiatric Intensive Care Unit for young people. Learning of our appeal, Alice Floyd (a member of the teaching staff at the Oxfordshire Hospital School) was inspired to organise a fundraising event – **Pedalling for the PICU** . | 

This is how a team of eight school staff and family members (plus baby Oscar!) found themselves huddled under a bike shelter at Warneford Hospital on the 8[th] May, watching the rain stream down as they contemplated the epic 40-mile challenge that lay ahead of them! 

Thankfully, the weather dried up as they embarked on the ambitious circular route which took them from Headington, across to Stanton-St-John, out to Thame and then up through Ambrosden before returning to Oxford via Woodeaton. 

A huge _THANK YOU_ to each member of this fantastic cycling squad. Through their amazing efforts (and sore limbs!) they raised a phenomenal total of                 ! **£1002** 

_I read the page asking for fundraising ideas for The Meadow Unit and thought that a school event would be really fun… As Hospital School teachers we will be helping students in the PICU and using the garden, gym and sensory room with them. We know how important these spaces are in an adolescent unit._ 

We funded the venue hire, lunch and refreshments for two in-person, all-day events for around 170 staff, as well as a ‘smoothie bike’, during the Quality and Risk Team’s (QRT) **Physical Health Week** . 

During the week, the progress staff had already made in supporting the physical health of those with mental health conditions was celebrated, awareness was raised of the physical health aspects of holistic care, and staff from across all mental health services were offered the tools to support their patients in adopting healthier lifestyles. Presentation topics included nutrition, alcohol and tobacco dependency, oral health, and physical health in severe mental illness. The aims of the week’s events were an improvement of care delivery and better outcomes for patients. 

Working with Wallingford and Goring District Nurses, we determined how the team could best benefit from a donation given by a patient’s family. The decision was taken to fund a much-needed **car-boot organiser** for each team member. 

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> Sunday 21 @ é#©#©85»©C«~™[st] proved to be another successful 

**Blenheim 7k** – in the sunshine! Our 25-strong team – including colleagues from across the Trust, members of | 

With charity support, the Oxfordshire Stroke Rehabilitation Unit **(OSRU) launched their appeal to raise £7500** for the purchase of a new piece of equipment designed to help stroke survivors use their affected arms more independently and practise their exercises at higher intensity. 

the public and five four-legged friends – set off for their 

chosen race after an energetic warm-up. Our youngest runner (aged 8) first conquered the 1-mile course before several team members 

took off for the 7k, followed by our ‘canine contingent’. 

Their campaign kicked off with a patient cycling challenge – to collectively pedal 75 miles over 5 days. 

With so many enthusiastic participants (both on the ward and at home), this 

target was soon smashed! 

Their rewards? A shiny medal, some well-earned treats and, for our fundraisers, the knowledge that they’d helped to raise over                  for Oxford Health Charity appeals! **£1800** 

After their new 7-day target, a staggering 180 miles had been cycled and                  had been **£1100** raised – a fantastic start to the OSRU Appeal! 

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The Highfield Unit, at Oxford’s Warneford Hospital, cares for 11–18-year-olds with acute mental health needs. Since the launch of our **Highfield Garden Appeal** in Spring ’21, we have worked with staff at the unit to facilitate the development of their large outdoor area into a usable space all year round. 

Sunday 25[th] saw our 10strong team of cyclists (some facing their first cycling challenge; others, highly experienced) taking on **Bike Oxford** ! 

Thanks to the support of an NHS Charities Together Stage 3 Grant, individual fundraisers, as well as RAW ***** and ODS ***** working alongside the Trust, the garden is now completed. 

As if the thought of their gruelling challenge (26, 50 or 75 miles!) wasn’t 

daunting enough, they knew they’d be battling 

soaring temperatures of up to 30°C and a 17mph head wind! 

_Riding that distance in that heat was extremely challenging but had to keep the wheels turning for a good cause._ 

This inviting and versatile outdoor space now offers young people greater opportunities to engage in sports, 

All of our Oxford Health Charity riders conquered their respective 

courses impressively, with their post-race rewards including: sandwiches and ice lollies; a fullystocked bar, a well-earned finisher’s medal; and the knowledge that they’d helped to raise over for our charity funds. **£2150** 

gardening and relaxation activities – whatever the weather. 

***RAW** : _a not-for-profit organisation who made the garden furniture_ ***ODS** : _a social enterprise organisation based in Oxford_ 

Another year of charity funding has been provided for a **‘Creative Movement’ intervention activity** , being run by the Oxfordshire Older Adult Community Mental Health Team in consultation with Oxford Health Arts 

We were pleased to maintain our **funding for art therapy sessions** on Wintle Ward at Warneford Hospital. With the purchase of resources such as beads, yarn, paints, pencils and art paper, service users will continue to benefit from individual and group activities. 

_It's my favourite group and has helped me connect with my changing body._ 

Three months of **charityfunded weekly yoga sessions** brought a welcome change to group activities for inpatients at Cotswold House, Marlborough. These therapeutic classes also had a noticeable impact on patients’ wellbeing. 

Partnership & the Ajos Trust. 

Inpatients at Oxford’s Fulbrook Centre will have the opportunity to attend 24 dance and movement workshops, designed to boost wellbeing and personal management while also encouraging social interaction. 

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We were pleased to fund a **new table tennis table and bats** for the staff rest area at Saffron House. This sports equipment was purchased as a way of encouraging staff to take more regular breaks and to enjoy opportunities for exercise throughout the day. This would, in turn, help to boost staff morale and wellbeing, leading to better outcomes for service users. 

Kigtington Golf Club — 

Supporters enjoyed another great day at Kirtlington Golf Club for the annual **Lucy’s Room Golf Day** , helping to raise **£1800** for the appeal. Fuelled by their breakfast roll, golfers headed out onto the green for their 18 holes before returning for a BBQ lunch, raffle and awards ceremony. 

Thanks to charity funding, patients will continue to receive an invaluable **heart failure fridge magnet** when discharged from the Community Heart Failure Team. This simple tool provides an easy way of reminding patients how to spot vital signs of a worsening heart failure condition and guidance on when to call for advice. When to call your Heart Nurse or GP 

We celebrated our fantastic volunteers once again | during **National Volunteers’ Week** – 

recognising all the care, commitment, time, energy and enthusiasm that they bring while supporting our patients, staff and services across the Trust. #VolunteersWeek 

Chiltern Rangers returned to Saffron House for more planting, he weeding, painting and watering in their **summer garden spruce up** . Ten students following the Stepping Stones programme, alongside six regular volunteers, assisted the team on this visit which was made as part of our ongoing plan for green spaces. 

Oxford Health Arts Partnership **(OHAP) launched their new video** at the 

National Performance Advisory Group (NPAG) Arts, Heritage & Design in Healthcare Network meeting. 

The film focuses on how the OHAP team, including their artists-inresidence and volunteers, inspire patient recovery, wellbeing and growth through their awardwinning arts programme that delivers ‘Creative Health using Art and Nature’ across Trust services. 

Oxford Health Charity are proud to support many OHAP projects each year. To watch the video, click **here** . 

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## Happy 75[th] birthday to the NHS! 

This year saw the National Health Service hit another big milestone as it turned 75 on July 5[th] ! The Charity team were proud to support a range of **NHS Big Tea and NHS75 events across the Trust** to mark the occasion: 

Patients, carers and staff at Warneford Hospital were invited to join our NHS75 picnic lunch at which we were also pleased to welcome Chairman David Walker, Director of Corporate Affairs and Company Secretary, Kerry Rogers, and Chief Executive Grant Macdonald (pictured). Singer, Katie Humble, provided our live music. 

In collaboration with Oxford Health Arts Partnership (OHAP), The Orchestra of St John’s and the Oxford Health volunteering team, we brought the therapeutic power of music and dance to patients, staff and visitors at The Fulbrook Centre, as well as live music performances to the Community Hospitals in Abingdon, Bicester, Didcot, Wallingford and Witney. Music styles included: 

an interactive violin session 

musical theatre 

vintage cabaret 

pop through the ages 

country & western 

PS 

Over 250 patients, family members and staff enjoyed a live music performance, with many community wards also savouring their charity-funded cupcakes during the day! 

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## Happy 75[th] birthday to the NHS! 

P| {| P| P| a | a a a i a a a | a a a i a a | Thanks to some of our amazing Trust staff, a wide range of sweet treats were made and sold at **NHS Big Tea bake sales** across the Trust during the week in . support of our charity appeals – <7 

**£150+ £50+ £85+** for our Oxford for our general for our Green Health Cares Fund. Trustwide Fund. Spaces Appeal. We also received almost                in donations towards our **£20** Oxon & West Fund at our small, charity, O | funded tea party for staff and patients at Cotswold House, Marlborough. L az a Ys a a 7 Ls a az a Ys a a 7 Ls a az a Ys _!| 

_‘_ _**Our Stories: Celebrating 75 Years of the NHS** ’_ – a new art exhibition curated by Oxford Health Arts Partnership’s artist-in-residence, Tom Cross – was on display until August at The Mill Arts Centre, Banbury. 

It showcased the outcomes of a charityfunded art project in 2022 – artwork, poetry and sculpture created by Oxford Health patients, carers and staff, in co-production with OHAP’s artists-in-residence. 

As well as celebrating 75 years of the NHS, and the work of Trust staff, it’s hoped this exhibition will raise awareness of the importance of art in healthcare. After a short tour of Oxfordshire, the exhibition will be displayed permanently at Witney Community Hospital from January ’24. 

A team of OSRU staff, volunteers and supporters took on the **NHS 75-themed Abingdon 5k Park Run** as part of the unit’s fundraising programme towards their £7500 

target for a new piece of equipment. 

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Darcy, one of our young supporters, along with her father, Brett, and friend Eliza, took on **a gruelling 450km cycling challenge** from Ashton Keynes in Wiltshire to Land’s End. With the stunning scenery, came punishing 

An enthusiastic team of green-fingered Zurich Insurance volunteers once again took on **a summer challenge project at Cotswold House,** 

**Marlborough** . Having first cleared away garden waste and jet washed the paving, the team spent two further days cleaning, painting, weeding, pruning and planting. 

inclines, extreme weather conditions, navigational problems, equipment failures and last-minute rerouting but, despite all this, the group were motivated by the knowledge that they were raising much-needed awareness of, and funds for, their local mental health services. Through their heroic efforts, an astounding                   was raised for our **£2000** Positivity Pot Appeal, which supports Marlborough House Adolescent Inpatient Unit in Swindon. 

The unit’s new, 

charity-funded egg chair was assembled, while Zurich generously 

_It feels amazing to have raised so much for the unit, especially knowing it will hopefully help benefit lots of young people._ 

supplied new flower seeds, soft furnishings, some garden equipment and a range of both indoor and outdoor games. 

> = Thanks to their amazing Js es efforts, the courtyard has been transformed into a safe, calm and open outdoor space where the young people can enjoy time away from the ward. 

The Bucks Healthy Minds Teams has been transformed (based at Peach Tree House in into a safe, calm and Aylesbury and Prospect House open outdoor space in High Wycombe) produced **over 50 mandala designs** that where the young people were used to create a wide can enjoy time away from the ward. range of new artwork for their The Witney Adult therapy rooms, waiting rooms and offices. | Mental Health Team To help facilitate this Oxford can now enjoy **a** | Health Arts Partnership-led **more welcoming** project, charity funding **and relaxing** 1 I \, provided for the purchase of **environment** for staff art materials as well as breaks and mealtimes, with the addition of a the printing and display of the charity-funded sideboard, dining table and chairs ZA final artworks. 

breaks and mealtimes, with the addition of a charity-funded sideboard, dining table and chairs in their staffroom. 

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~~iii Be~~ To help boost the wellbeing of 

To help boost the wellbeing of Cotswold House residents, charity funds provided for **three months of weekly, one-hour yoga sessions** . 

Charity funding was secured by Oxford Health's Nutrition and Dietetics Dept to purchase a **Tanita Dual Frequency Body Composition Monitor** for use across the Trust's adult mental health wards in Oxford. 

As Specialist wards in Oxford. Physiotherapist, Dipti Mistry, was _Having this printout has_ unable to join her _really made me think._ colleagues from the Oxfordshire Stroke Unlike normal scales, this new tool will run a fast, full body l | Sahat Batis Rehabilitation Unit composition analysis (including an assessment of weight, BMI, (OSRU) on their Park Run fundraiser, body fat, muscle mass, water, metabolic rate, and metabolic | she set herself a personal challenge age), providing an accurate picture of the user’s health. – to complete **100 skips per day in** This new device will provide a | _The scales give us an_ **July!** Despite the often wet and key enhancement to current _opening to discuss the_ | windy weather, she remained services, helping to identify the _effect of weight/body_ energised and undeterred – hitting | _composition on physical_ most at-risk patients who can her target while raising                 for **£310** then be supported to make _and mental wellbeing._ our OSRU Appeal. vital lifestyle changes. ;az je je mz je je ; ; az je je mz Forming part of The Highfield Unit’s summer activities programme, artist Becky Paton ran **five charity-funded mosaic-making workshops** in collaboration with Tom Cox, Project Manager for _Service users really thanked us_ Oxford Health Arts Partnership. ps ee 

_Service users really thanked us and said they had a good time._ 

Having decided on a space theme, the young service users created a series of colourful planets and stars that were combined into a sparkling, cosmic mural to be displayed in the main stairwell. 

Supported by charity funding, members of our Patient Advice & Liaison Service **(PALS) brought Wimbledon to Sapphire Ward** . PALS hosted a tennis quiz and discussed the Championship with patients while treating them to the summery delights of scones with jam and strawberries and cream! 


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These workshops helped to increase the wellbeing of the Unit’s residents, while also providing them with a greater sense of ownership of their environment. 

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Clients of Oxfordshire’s Early Intervention Service ***** (EIS) will continue to benefit from a variety of charity-supported **EIS physical health groups** over the coming year. Our funding will provide for the delivery of regular yoga sessions as well as the purchase a range of new ~ sports and gardening equipment. _The groups have been a cornerstone of my recovery, giving me structure to my week and something to look forward to._ 

Without the continuation of these groups, EIS clients would be more likely to remain inactive at home where their isolation could encourage greater reflection on negative thoughts leading to the further deterioration of their mental and physical health. 

***** _The_ _**EIS** assists clients aged 14-65 years across the county who are experiencing their first episode of psychosis._ | az Ln | | Zz L | az zz | | _!| The young people at Marlborough J — House, Swindon | “5 produced some — & impressive | “ e artwork in a **charity-funded, summer art project** which had ‘nature, seasons and animals’ as | its theme. 

As part of her Master’s degree work placement, an Occupational Therapy oxtor student, and Tom Cox (Oxford Health Arts Health Arts Partnership Project Manager), ran **a series of art workshops** with inpatients from two Partnership wards at The Whiteleaf Centre, Aylesbury. 

_I can’t believe we did that._ 

After exploring ideas about colour and creativity, and discussing the positive role art can play in managing mental health and wellbeing, service users created a range of beautiful paintings and collages. Charity funding enabled these artworks to be printed onto display boards and installed in the wards, enhancing the environments for service users, staff and visitors. 

Working with a mixture of stencils and freehand, the young people created their individual elements which OHAP Project Manager, Tom Cox, will be pulling together with final touches and making ready for display in the unit’s Reception area. 

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[ —— ~~EOE~~ Once again, a highlight of the summer activities programme ~~I~~ organised by staff for their young service users at Marlborough House Adolescent Inpatient Unit, Swindon was the annual, charity-funded ~~|~~ **visit to Cotswold Wildlife Park** . ft Tt I Record numbers were able to go along this year, with all the young S| people enjoying watching the many different animals basking in the sunshine. The meerkats, giraffes, penguins and reptiles proved I particularly popular, as did the mini-train park tour and gift shop! 

When asked about their visit, one young person summed up the thoughts of many: stating simply – 

_It was the best day ever!_ 

This sentiment was echoed in the messages written in the lovely, post-trip Thank You card sent to the Charity team. 

_…without charity funding, I’m not sure we would have been_ . _able to go. This kind of trip is outside our normal therapy It was really nice to have a break off programme. It is, however, lovely to offer as a motivation the unit. Thank you very, very much. during the summer holidays…_ CasBBC DD oC. UUW 

With the support of charity funding, ward staff at City Community Hospital, Oxford organised **a (nonalcoholic) ‘wine and cheese event’** for patients and their families. Attendees enjoyed trying different cheeses and drinks in the ‘French bistro’ atmosphere, while listening to music, ‘cheesy’ jokes and a quiz! 

_The patients had such a good afternoon that they are asking when we will be having our next event. One of our patients asked if he was in heaven as he had not had an experience like that in hospital before!_ 

Despite the decidedly damp British weather over the event weekend, ROSY supporters were out in force for Oxford’s **Wilderness Festival** at Cornbury Park this year. Thanks to pin badge purchases and generous donations, an amazing **£3000** was raised for our ROSY fund. 

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Following the completion of their charity-funded **Arts Impact Measured (AIM) programme** , Oxford Health Arts Partnership (OHAP) published a joint report with the University of Oxford’s Nuffield Department of Primary Care Health Sciences that documented the results of their comprehensive evaluation of the impact of arts interventions on patients’ wellbeing. 

The AIM programme implemented a wide range of arts interventions across two Oxford Health hospital wards, including: 

The results of the evaluation clearly highlight the powerful and positive effects of arts activities on patients, particularly in relation to enhancing moods, triggering memories, boosting communication and developing social connections. 

Based on these positive outcomes, the report recommends further growth for the OHAP programme across the Trust – enabling the physical, emotional, and psychological wellbeing of more patients to benefit from charity-funded arts interventions. Read the full report **here** . ~~—~~ Health Arts Partnership A |_| mz | |__| |_| |__| Le We welcomed 18 Le Le Le! Le | members of **the Good Gym team** to the redesigned, and newly ; re-opened, Highfield v J re) J ~2 Garden where they split 11 into three teams for the : —— or day. The race was on…to I weed, prune and lop! 

_Patient interactions with artists, engaging in activities like music, dance, and painting, led to improved feelings of happiness in patients, with 29% experiencing positive emotions before the intervention and 94% after; this was a 224% increase._ oe Over the last six months, charity funding 

Over the last six months, charity funding supported a **programme of online meditation sessions** for the carers of our service users. Organised by the Oxford Health Carers Lead, these monthly, one-hour classes were delivered free and gave these remarkable individuals the opportunity to focus on their own health and wellbeing. 

_I look forward to the sessions, and make it a space to nurture self…_ 

The charity team and Highfield Unit staff were very grateful for their fantastic efforts which resulted not only in them receiving a well-earned biscuit or two, but their hard work also meant that the garden would continue to be an inviting, useable space over the summer for the young people, staff and visitors at the unit. 

Following the success of this first wave, charity funding was approved this month to support another 6-month set of these invaluable sessions. 

23 



Aran, Livi, Crispin and Rosie, four members of the out-patient therapy team at Horton General Hospital, chose to take part in the **Equinox24 10k Relay Run** – each taking on a 10k lap of this challenging course at Belvoir Castle in 

On 2[nd] September, Mike Swadling took on the **Chillswim on Lake Windermere** | in aid of our ROSY 

appeal. This epic challenge saw him swim the full 

Leicestershire. Their amazing efforts raised 

length of the lake – 11 miles – non-stop and without a wetsuit! 

_I wanted to do_ Not only was this _something that would_ **£548** amazing feat a huge _really test and put me_ personal achievement _outside my comfort_ for our Lucy’s |l but, in completing this _zone… pushing my_ Room Appeal. challenge, Mike also _personal resilience and_ i smashed his £500 —— _mental strength, which is_ Everyone was welcome at fundraising target and _what these children have_ our first **Oxford Health** raised **£1427.50** _to do every day._ ¢ \ a **Charity Brush Party** , from for ROSY. a al keen painters to those who hadn’t picked up a Each year, **Oxford Health’s Family Nurse** brush for years! Led by \a 4 **Partnership**** team (FNP) hold an event that brings local artist, Rachael, their mums and babies together to celebrate their attendees had fun creating achievements as a group. This year, Oxford Health their own masterpiece! 

- personal achievement _outside my comfort_ but, in completing this _zone… pushing my_ challenge, Mike also _personal resilience and_ smashed his £500 

## Each year, **Oxford Health’s Family Nurse** 

**Partnership**** team (FNP) hold an event that brings local artist, Rachael, their mums and babies together to celebrate their attendees had fun creating achievements as a group. This year, Oxford Health their own masterpiece! Charity were pleased to support the event through funding the purchase of craft materials and the hire I~ Staff from the 10 Bucks Child and Adolescent ee ee 1 of a children’s entertainer to make the celebration Mental Health Service (CAMHS) teams extra special. enjoyed **a week of charity-funded wellbeing** Eee | **activities** . Led by Service Manager, Megan, | ***** _The FNP has been working_ activities ranged from baking sessions, _with first-time mums (aged 19_ smoothie-making and a ‘bring & share’ lunch, ea = | | _years or under) across_ to mindfulness discussions, a lunchtime walk, _Oxfordshire for 12 years. Their_ group tea breaks and a raffle. Teams also _service offers support and up-_ received mugs and artificial plants. Staff found _to-date information from the_ the week’s sessions greatly beneficial for their _early stages of pregnancy, up_ wellbeing and welcomed opportunities to 

***** _The FNP has been working with first-time mums (aged 19 years or under) across Oxfordshire for 12 years. Their service offers support and upto-date information from the early stages of pregnancy, up until a child is two years old._ 

socialise outside their own teams. 

24 ~~an~~ 



Supported by charity funding, Oxford Health Arts Partnership (OHAP) launched a 4-week pilot project at Abingdon’s Oxfordshire Stroke Rehabilitation Unit (OSRU), which saw patients, relatives and staff engage in **four creative pottery sessions** . 

Led by artist Vickie Kearney, attendees enjoyed both manipulating clay, to create individual pinch and coil pots, and painting and decorating terracotta pots – to be planted with a range of colourful and fragrant flowers and herbs to enhance the hospital’s sensory garden space. These creative, therapeutic activities provided a range of key benefits to support the physical recovery and mental wellbeing of stroke patients, including: 

_That was the best two hours!...I could have sat here all day!_ 

**developing fine motor skills building confidence** 

**enhancing hand-eye co-ordination** 

**expanding the senses** 

**exploring new experiences sharing memories and life experiences** 

Chiltern Rangers returned to the **Peace and Tranquility Garden at Abingdon Community Hospital** for another charity-funded ‘spruce up’ day to help maintain this green space as a relaxing and inviting outdoor environment. 

Thanks to Oxford Health Charity funding, patients from two wards at Oxford’s Fulbrook Centre were treated to **an afternoon of South Asian dance activities** , led by two Akādemi artists. 

_The physical workout of the dance session was more than one rehab exercise session!_ 

During this visit, the Pollinator Meadow was mown and seeded, branches were lopped, flowerbeds replanted, and woodwork repainted. Volunteers included charity staff, members of the Trust’s Senior Management Team, and the Abingdon Community Support Group. 

Patients and staff who attended the workshops enjoyed experimenting with dance gestures and rhythm, watching South Asian dance performances, and engaging in stimulating, cross-cultural conversations. 

25 



Service users at Marlborough House, Swindon enjoyed their sixth, charity-funded, **practical and nature-based session from TWIGS*** – this time, apple pressing! 

This pilot programme has | been so successful that charity funding has been approved for another 6-months’ worth of sessions. 

   - y _It has been amazing!...wreath_ 

   - | _making, seed bombs, apple pressing, seed planting…it has_ 

   - | _built positive relationships_ 

   - _between staff and young people._ 

   - i[|] 

- i | ***TWIGS** – Therapeutic Work In Gardening Swindon, helping those 

- with mental health problems to regain confidence and learn new skills. 

- He? We were proud to fund a joint project between Oxford Health Arts Partnership and Sound Resource, to Myrey tn oan 

- bring **four ‘Moving Music’ concerts** : ; to patients at our Abingdon and Witney Community Hospitals. 

These inclusive and participatory sessions brought a wonderful mix of uplifting, old showtime hits to the wards as well as familiar classical pieces. 

_It was so moving to see one of our patients really respond to the music. It brought back lots of memories…he was really in the moment during the concert._ 

Afterwards, staff noted improved mood, reduced anxiety levels, increased social interaction, and a wider sense of community on the wards. 

To enable patients and staff to mark **World Mental Health Day at Oxford’s Fulbrook Centre** , their Activity and Staff Wellbeing Co-ordinator organised a celebratory event with the support of charity funding. Ingredients were bought so 

that patients and ward staff could cook and eat lunch together, while additional food items were also purchased for patients to try as part of the sensory tasting activities. 

_It was nice to do an event that brought patients and staff together for a ward community feel._ 

Thanks to a **charity-funded subscription to Social-Ability’s Happiness Programme** , inpatients living 

with dementia on Sandford Ward at 

Oxford’s Fulbrook Centre are enjoying six months of interactive, sensory play experiences including painting pictures, brushing leaves, popping bubbles and playing tennis. 

Specifically designed for those living with cognitive challenges and physical care needs, these innovative games are delivered through a new light projector to individuals and patient groups and help to stimulate users’ movements, enhance emotional wellbeing and create shared experiences. 

26 



Oxford Health Charity supporters were out in force again for the **Oxford Half 2023** , as our 18-strong team stood raring to go with the rest of the 13,000 participants. This year, our amazing team was made up of seasoned veterans, who had run the Oxford Half previously, as well as those relatively new to running who had never completed a half marathon before. 

Cheering crowds, upbeat tunes and the promise of a finisher’s medal helped to 

carry each of our runners around the 21.1km course, with all crossing the line well within the time limit – some team members even ran a PB! 

_It felt like a big achievement. I was so happy to complete this challenge but also to know that we were representing Oxford Health Charity, and our efforts were being transformed into something great. It makes me want to do it again._ 

We would like to say a **HUGE** thank you to our inspiring team for their time, efforts – and sore limbs! Through their outstanding achievements on race day, they collectively raised almost **£6000** for their chosen Oxford Health Charity appeals or Trust services. 

The Emergency Department Psychiatric Service’s **(EDPS) new, charity-funded, Kitbag Programme** launched at the John Radcliffe Hospital this month. These kitbags are designed to bring comfort and calmness to those patients (aged 13+) who find busy environments, such as emergency departments, overwhelming. 

_Our patients are often distressed and the busy, noisy department where patients often have to spend several hours waiting for tests, treatment and specialist assessment can add to their feeling of being overwhelmed._ 

For those who need one, each kitbag will provide small distraction tools such as fidget toys, puzzle/colouring sheets and pens as well as help to promote positive coping strategies for managing distress when faced with stimulating environments. Kitbag contents will be reviewed and updated in light of patient and staff feedback, ensuring the bags continue to provide the best, and most effective, support for patients. 

27 



Following **the arrival of Lucy’s Room** on site, the charity team were pleased to join Chiltern Rangers, a team from Johnson & Johnson and volunteers from various Warneford Hospital wards to work on the landscaping, planting and decorating of the green space around the portable building. 

Lucy’s Room is the Trust’s new music room where adult mental health patients will be able to play, listen to and make music as well as attend music therapy sessions. 

Attendees at the annual **Lucy's Room Masked Ball** , held at Bicester Hotel Golf & Spa, enjoyed a delicious three| & course evening meal; casino . games, silent auction and .s% raffles; live entertainment; and a disco. This fantastic fundraiser was once again held in support of our Lucy's Room Fob charity Appeal. 

The Community Nutrition and Dietetics Team took a charitysupported day away from their usual clinical demands to **focus on staff wellbeing and team development** , which would also lead to a positive impact on service delivery. 

_…great to get together with colleagues and have chance to discuss how our team can develop and improve._ 

Charity funds enabled the team to hold the event off site and also provided for refreshments throughout the day. 

= Following the popularity of previous sessions, Sandra Diesel | (Activity and Staff Wellbeing CoPag: | ordinator on Sandford Ward) ran **a lunchtime online Zentangle® session** . I The Charity team were pleased to support this staff I wellbeing activity through funding the purchase of the[l] required craft materials. i i i i i i i i i i i | 

_Staff members have said that the area is more welcoming and are wanting to take their break in this area._ 

Staff at Raglan House can now enjoy breaks and lunch together in their rest area with the addition of a new **charityfunded table and chairs** set. 

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With the support of charity funding, four members of 

the Community Heart Failure Team attended the annual **British Society for Heart Failure Conference** . This invaluable 2-day event enables our team of specialist heart failure nurses to extend their knowledge each year, keeping up to date with developments in all areas relating to the management of heart failure so they can continue to provide the best care and support to their service users. 

All Oxford Health delegates at the Psychological Professions Conference took away a **charityfunded care pack** containing ‘wellness teabags’ – designed to support a person’s sleep, energy and detox – and wildflower seeds. The focus of the conference was Trauma Informed Care and, with these packs, organisers aimed to encourage colleagues working within challenging trauma environments to consider their own mindfulness 

and wellbeing. 

oOC—O ee One of our amazing supporters, Fiona Symington, **crocheted three beautiful shawls as prizes** fAAO for a raffle she hosted to raise funds for our Meadow Unit l Appeal. With tickets on sale for just £1, she raised an amazing **£198.90** for Oxford Health’s new psychiatric intensive care | Cc») unit for young people. l 

Thanks to charity funding, staff on Wintle Ward at Warneford Hospital have been able to create a range of **new ‘grab & go’ kits** . 

_I absolutely loved my goodie bag; a lovely surprise!_ 

To help give the Podiatry l Team a little extra boost on their department wellbeing I | away day, we were pleased to provide each staff member with **a charity-** l **funded goodie bag** containing items such as a l hair accessory, hand cream, a charity pen and a range of Lee edible treats. 

Patients can now enjoy a more varied timetable of evening and weekend activities with the very popular pamper kit (containing face masks, nail polish etc.), art box (containing diamond art packs, colouring & painting materials, clay ornament kits etc.) and wide variety of new garden games, ideal for the summer. 

_A bit of pampering takes your mind off being in hospital for a while._ i 

_The mornings and afternoons go quickly, but evenings drag – having an extra activity helps pass the time._ 

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~~I~~ Since 2017, our charity funding has supported — ~~we~~ **‘Creative Movement’ –** ~~EEO~~ **a** ~~Oe~~ **therapeutic dance intervention programme** and subsidiary of the Ajos Trust. | a» Organised by the Oxfordshire Older Adult Community Mental Health Team, in consultation with Oxford Health Arts Partnership, this dance programme is | designed to help participants to relax, rebalance and boost their wellbeing. | 

_I really look forward to these classes and wonder what I will do when they finish._ 

Thanks to further charity funding, service users with depression and/or anxiety based at Warneford Hospital will have the opportunity to continue these workshops for another six months. While designed to have a positive impact on their mental health, these sessions will also support their social engagement. 

_…sessions gave him a sense of purpose, helped with his mood… with self-esteem; it was his motivation to get up, get_ 

Patient feedback collected before and after previous _it was his motivation to get up, get_ Creative Movement sessions has shown their positive | impact, with average mood scores rising from 5 to 8 _dressed and attend to his personal care._ (on a scale from 1-10). a 

Charity funding enabled eight staff members from Kennet Ward at Littlemore Mental Health Centre, Oxford to attend **Nature & Health Facilitator Training** provided by The Natural Academy. 

The aim of this nature-based intervention training was to equip the team with the necessary skills to engage their patients in the effective use of green spaces as part of their therapeutic activities and recovery. 

Ward staff will also be linking the outcomes of this NatureWell course to their ongoing Quality Improvement project which is focusing on the reduction of restrictive practice and seclusion through the use of green spaces. 

Following the success of this course, charity funding will be made available for staff from other Trust services to undertake NatureWell training next autumn. 

**https://bit.ly/ NatureWell** 

Learn more about NatureWell via the link / code opposite. 

A wide variety of **new, charity funded craft materials** will now enable staff at the Keystone Mental Health and Wellbeing Hub in Abingdon to run regular arts and crafts workshops for drop in visitors and patient groups. 

30 



We were pleased, once again, to help make the festive season more special for many of our service users and staff: 

Charity funds enabled staff on our 35 mental health and community wards, to purchase **a gift for every inpatient** who would be spending the holiday period in hospital. Funding also provided for seasonal treats like mince pies. 

At Oxford’s Raglan House, CAMHS service users were greeted by a **new, charity-funded artificial Christmas tree** in the waiting room. 

A **variety of seasonal treats and healthy snacks** were | purchased with charity funding to help boost staff who were working multiple shifts across the Christmas and New Year | period in the Trust’s ten Minor Injuries and Out-of-Hours services, as well as the Urgent Care Dental Service. | _…the Christmas/New Year monies allowed staff to feel valued..._ | | _ ree 

Oxford Health Charity funded some . | ——_————S Oe **festive fun for Phoenix Ward** which was led by the Patient Advice & Liaison Service (PALS). Patients and staff enjoyed a quiz, biscuit decorating and indulging in hot chocolate with cream (plus festiveshaped marshmallows!) as well as a variety of other, tasty seasonal snacks. 

_Patients were very grateful and thankful…they all seemed to have a good time and were in a very festive mood!_ 

Our **charity Christmas cards** helped bring smiles to many faces during the festive season. On sale since November, these unique cards displayed three original designs created by young people at The Highfield Adolescent Inpatient Unit. Each pack contained two of each colourful design – a Christmas reindeer; a snowy window scene; gifts under a tree. Sales raised            in **£63** support of The Highfield Unit. 

Following the success of the pilot pottery project Oxford Health Arts Partnership (OHAP) launched at Abingdon’s Oxfordshire Stroke Rehabilitation Unit in September, a second set of these **charity-funded creative sessions** began at OSRU this month. Led again by artist Vickie Kearney, attendees worked with clay and paints to create a range of designs, including festive decorations. Sessions will continue until February. 

31 



Marlborough House held their **seasonal ‘Mingle’ event** , where family members joined service users on the ward for a range of competitions, games and craft stalls as well as a raffle and carol singing. Prizes and refreshments were provided thanks to charity funding. 

_It was a lovely atmosphere and great opportunity to meet parents and for them to spend time on the ward with the team and their young people._ 

> The event was also used as a fundraiser for the unit, with                      being raised from the sales of **£183.70** crafts the young people had made – including seasonal cards, wreaths, table and tree decorations. 

With the support of charity funding, members of the Buckinghamshire Mental Health Services Carers Group once again savoured the sights, sounds and sumptuous smells of **Waddesdon Manor Christmas Fair** ! The Bucks Carers Support Group also stepped away from the challenges of their daily roles to enjoy a range of **charity-funded** | **festive activities** (such as card making and a quiz) with refreshments. l KUEHNE+NAGEL ( f **Didcot’s** We received a generous **£1000** | Cc >») ’ encouraged different community **donation for OSRU** from Kuehne + Nagel Ltd, as a result of staff at the | Bicester Logistics Division nominating Oxford Health Charity in their company’s national Community Charity Awards. This was in recognition of the care their boss had received at OSRU earlier in the oes | year. A Bicester staff member had G8 | previously raised over            for OSRU **£85** goneAe aN | through running a lunchtime food stall. OO eee 

Launched in Mar’23, Oxford Health Charity's National Lottery funded project ‘ **Didcot’s Brilliant** ’ encouraged different community perspectives of Didcot to be shared on 

postcards that could be posted back to Didcot Hospital to inspire patient artwork. 

Located at the town’s railway museum, library and Makespace Oxford – The Junction, postboxes were co-designed by hospital patients and children at Didcot’s Aureus School. 

32 



In Mar’23, we allocated a £10,000 grant, secured from the National Lottery Community Fund, to **‘What Makes Didcot Brilliant?’** – an arts project led by Oxford Health Arts Partnership (OHAP). = — 

Dionne Freeman, one of OHAP’s artists-inresidence, ran 57 workshops to co-produce artwork with Didcot Community Hospital staff and patients, as well as with different Didcot community groups and local schools. 

These pieces of art were designed to celebrate all that is good about Didcot and were displayed within the hospital as well as at Didcot Train Station. 

The project was well received by all 541 _One patient…said that her_ participants and its culmination was _weekly art sessions with_ celebrated this month by local artists, _you were the one thing_ community members, Oxford Health _that kept her going…_ teams and Didcot Train Station staff. 

Following this celebratory event, the final 16 artworks went on public display at the train station. 

Following a donation made in memory of a previous patient, who enjoyed football and listening to the radio, we were pleased to be able to provide funding for some related **items to enhance patient wellbeing** on Sandford Ward. 

The ward’s Activities and Wellbeing Co-ordinator purchased a football memorabilia gift pack (containing over 15 pieces of replica artwork) as well as four portable FM radios for patients’ rooms. Two birdfeeders were also installed in the ward garden, ahead of the ‘Big Garden Birdwatch’. 

Launched in May (see p.14), the **OSRU Appeal** smashed its £7500 target for the purchase of specialised arm rehabilitation equipment that will enhance the service offer for patients, enabling them to use their affected arms more independently. 

33 



January found Sam (the son of a Trust staff member) well on the way to smashing his £500 fundraising target after having held seven of his **ten bake sales** since Sep’23 at a local community market. With                    raised so **£448.29** far, we look forward to reporting on Sam’s final total in 2024/25. 

Tom Cross, OHAP artist-in-residence on St Leonard’s Ward at Wallingford Community Hospital, began a period of consultation with patients, staff and visitors to the ward, with a view to producing **two large, identical and charityfunded wall murals** . Tom will use his ee 

Tom will use his conversations with ward users to help engage them with the art project and also inspire his design ideas. Both murals are expected to be installed in the Spring; one positioned at the entrance to the ward, the other in the staff room. 

Over recent months, Tom has led several art workshops (supported by funding from Goring Arts Society and The Berkshire Nurses & Relief in Sickness Trust) with St Leonard’s patients and staff. 

These workshops produced an ‘Agatha Christie’ exhibition in September as well as pieces of mixed media art inspired by the 75[th] anniversary of the NHS. These artworks are now on display along the ward and main hospital corridors. 

With the publication of their ANNUAL **2023 Annual Report** , OHAP | outlined how the team have [ REPORT 2023 fulfilled their key strategic aims I over the last year: to deliver _Arts_ across the Trust; to _Grow_ ; to _Inspire_ people; to help people _Produce_ great work; and to increase _Understanding_ https://bit.ly/ around the benefits of creative OHAP_AR23 a health through _Research_ . Several examples of | the 386 engaging arts - ? - Ty \ sessions that OHAP staff, volunteers and freelance artists | delivered to over 4000 of 

participants throughout the past year were showcased in the report. 

L _To read the full report, follow the link above._ ee 

The ancient custom of blessing fruit trees (in the hope of receiving a bumper autumn harvest) came to Oxford Health this month, in the form of the charityfunded **Warneford Wassail** ! 

Led by Laura, our Green Spaces Coordinator, this lively event saw participants entertained by Oxford University’s Morris Dancers, enjoying apple-themed refreshments for the ‘wassail toast’, and decorating trees with ribbons and birdfeeders – all with the aim of ‘waking up’ the orchard. 

34 



**Before** New **charity-funded acoustic wall and ceiling After panels** for consultation spaces and meeting rooms, helped to bring a sense of calm, quiet and added privacy to service users and staff in the Mental Health Building at Abingdon Community Hospital. As all soft furnishings were removed from each clinic room during the Covid pandemic, ~~a~~ _Having those calming I cannot believe the_ assessment rooms became stark, unwelcoming _images in the clinical difference those_ and extremely echoey. _room has really helped panels have made in my patient. When they_ Following patient complaints about the sound _the meeting room are overwhelmed, they_ quality during their assessments, the addition of _and blue room; it’s so like to have something to_ new, unobtrusive ceiling tiles and a range of _much easier to hear focus on._ different-sized wall panels (displaying bright, _people now._ engaging imagery of the local Abingdon area) have not only provided much-needed FJ soundproofing for these spaces but have also OL **Before After** transformed the appearance of the rooms. Patients and staff are now met with warm, 

Patients and staff are now met with warm, inviting and safe spaces where the striking wall art can even serve as conversational ‘icebreakers’ to help patients feel more at ease. 

Our thanks to the staff at 

**Oxford Instruments** who held an internal raffle and raised an amazing                        in aid **£845.30** of our **R** espite for **O** xfordshire’s **S** ick **Y** oungsters ( **ROSY** ) Appeal. 

Charity funding was once again approved to support the 

continuation of online **meditation sessions for carers** , providing 

them with a much-needed chance to relax & unwind. The next set of these invaluable monthly wellbeing sessions will run through to July. 

Thanks to charity funding, staff at Oxfordshire’s Stroke Rehabilitation Unit in Abingdon (OSRU) purchased a range of gardening equipment that would enable service users to continue with **therapeutic gardening activities** as part of their summer rehabilitation programme. 

35 



The PALS team added to the fun and ‘Italian mood’ by sporting chefs’ hats and moustaches! 

With the support of charity funding, the Patient Advice & Liaison Service (PALS) brought **International Pizza Day** to Ruby Ward. Patients celebrated as they set to work making their own lunchtime pizzas, assisting each other in choosing toppings. 

Staff at City Community funding, the Patient Advice & Hospital (Oxford) helped Liaison Service (PALS) brought patients mark the 14[th] **International Pizza Day** to February with a **charity-** Ss = Ruby Ward. Patients **funded ‘Valentine’s** celebrated as they set to work ) **Day High Tea’!** = making their own lunchtime | 5 a = pizzas, assisting each other in _The event_ choosing toppings. _had patients_ Attendees enjoyed an afternoon _out of their_ of sandwiches, cakes and even a _…it helped promote positivity, rooms and_ game of Valentine-themed _engagement and fun within a interacting_ bingo! The event was such a _larger patient group. Seeing with each_ success that staff are now _the smiles on some of their other._ making bingo a regular activity! _faces was priceless._ 

As part of their joint **‘Arts in Hospitals’ programme** with Oxford Health Charity, Oxford Health Arts Partnership (OHAP) launched a new project this month designed for inpatients on Abbey Ward and in OSRU at Abingdon Community Hospital. 

Funded by a grant from the Vale of White Horse District Council, this arts project will see a visual artist-in-residence visit both Abingdon wards for one day per week across 16 weeks, where she will lead creative sessions designed to improve patients’ mental and physical wellbeing. 

Sessions will also be linked to wider projects and groups in the local community to which patients can be signposted upon discharge from hospital. 

Through this project, OHAP aims to reduce feelings of isolation and boost confidence for patients while encouraging engagement in local arts groups. The funding will also provide for staff training and the creation of patient discharge packs (see p.38). 

36 



We were pleased to support staffled **seasonal celebrations on several inpatient wards** across the Trust, with our funding providing for Springtime decorations, craft resources and chocolate treats to help brighten the Bank Holiday for those spending it in hospital. 

l The Dukes – **Didcot’s popular** – **ukulele group** held a _It promoted_ l collection for us this month during _interaction amongst_ their Friends & Family concert, _patients and staff_ raising a fantastic                          in **£271.59** _and there was a lot_ support of projects across the _of kindness and_ || Cc > Trust. Throughout the evening, _laughter in the_ audience members were treated to _room…_ l musical pieces from a range of genres and eras that were l i a i i i performed by musicians of all ages. 

With colourful bunting strung across wards and corridors, patients enjoyed a range of seasonal-themed events such as afternoon tea parties and craft sessions. Cards, nests and basket arrangements were made, eggs and chicks were painted, seasonal-themed games were played, and chocolate treats were presented to both patients and visitors. i a i i i i i i 

Looking ahead to the new financial year, charity funding will be supporting **25 short live music concerts** to be held in 15 locations across the Trust by experienced musicians and singers from the Orchestra of St John’s (OSJ). 

**live music concerts** to be held in 15 locations across the Trust by experienced musicians and singers from the Orchestra of St John’s (OSJ). These charity-funded events will be in addition to the concerts that OSJ had already planned to stage during 2024 as part of their continued partnership with Oxford Health Arts Partnership (OHAP), to deliver both classical and more contemporary pieces to inpatients on our community and adult mental health wards. Last year’s OSJ concerts received _It brought me lots of joy; it The music brought smiles to_ extremely positive reviews from service _was such a pleasure to faces, sparked conversations,_ users and their families as well as staff, _hear such a beautiful song._ ®: | _and fostered a sense of unity_ highlighting the therapeutic and uplifting _among all those present._ atmosphere the performances created – providing some much-needed respite 80% from the hospital environment. : 

Following numerous requests for more frequent visits by the OSJ, Oxford Health Charity are pleased to be able to support these 25 extra concerts in the coming year. 

37 



~~eee~~ National **Nutrition and Hydration** _Patients would like to have_ **Week** was marked on several _these sessions often, as they_ Oxfordshire inpatient wards with charity- _get to learn the best ways_ supported healthy eating sessions, _to eat and drink to keep_ designed to encourage patients to _their body fit and healthy._ consider healthier food and drink | Tong choices while in hospital and at home. i az iz i i mz i i i i mz i i mz i i i i mz i j 

Oxford Health Charity launched our Meadow Unit Appeal in February 2023 to help support the development of a sensory area, unique artwork (for display inside & out), an inviting green garden space, and an outdoor gym. 

**The Meadow Unit was officially opened** by Anneliese Dodds, MP for Oxford East. Based at The Warneford Hospital in Oxford, the Trust’s new, eight-bed psychiatric intensive care unit (PICU) will provide specialist care for young people who are experiencing the most acute phase of mental illness. 

All these elements have been designed to enhance each young person’s experience during their stay at the unit. 

We are proud to have been part of the team 

who have created this new, purpose-built, safe space where young people will receive care and treatment close to home that will enhance and improve their lives. 

From this month, patients heading home from Abingdon and Didcot Community ‘ Hospital wards will be able to continue their art activities ai . Sy || eS during their recovery process with **new, charity-funded, creative discharge packs** . \| \* \ Co-designed with patients during artist’s | ] | sessions, each pack contains a range of resources for patients to engage with at home (such as wooden models, mini packs of clay, colouring pens & pastels) as well as details of local art |1cy)i | groups. Initial feedback has been very positive. 

These packs have been produced as part of our new project with Oxford Health Arts Partnership (OHAP), made possible through funding from the Vale of White Horse and South Oxfordshire District Councils. This pilot scheme aims to improve patient wellbeing and reduce feelings of isolation post-discharge. 

38 



## Future Plans 

Moving forward into 2024-25, Oxford Health Charity has continued to work closely with the Trust to support meaningful and impactful projects for patients, carers and staff, in line with the 2023-28 Strategy. 

The new year saw the introduction of a new approach for grant giving, with a quarterly ‘window’ of opportunity for staff and teams to make requests for charitable funding. 

This new approach will enable a more equitable, considered and effective way of agreeing funding and will also ensure that the projects funded continue to meet the requirements of both the Trust and the Charity. Requests which meet at least one of the following criteria will be considered each season: 

- **Transforming Activities** – to include therapeutic activity provision for patients, development of new activities for patients and/or carers, activity equipment and supplies. 

- **Creating Wellbeing** – to include activities for patients, carers and/or staff related to improving personal wellbeing and/or promoting wellbeing within a team/ward environment. 

- **Inspiring Improvement** – to include quality improvement and service improvement projects that require an element of funding to enable the approach to be evidenced or trialled. 

- **Enhanced Environments** – to include the development of garden, ward, team and outpatient environments to improve their impact on patients, carers and staff. 

39 



We are excited to see an increase in the number of charity projects involving Trust volunteers, corporate partners and community groups as part of our 2023-28 strategy of increasing engagement opportunities. 

Volunteers form a key part of our work to enhance the experience of patients, carers and staff across the Trust and the time they give is invaluable. The Volunteer of the Year Award continues to be a great way of celebrating the contribution of volunteers and we will work with the Trust again on the annual awards. 

The introduction of the Green Spaces Coordinator in late 2023 has also increased opportunities for corporate partners to get involved in projects. We look forward to building on existing relationships as well as building new ones to bring more greenfingered support to our Trust sites. 

We will also continue to develop our involvement in research related activities, building on creating a strong evidence base for the impact of our projects as well as supporting new and innovative approaches to support patient care. 

40 



## Oxford Health Charity Heroes 

All the appeals, activities and projects we’ve been able to support this year – from the national / international / seasonal event celebrations, wide-ranging creative therapy and wellbeing sessions, service-enhancing equipment, sensory aids and ROSY respite care, to the treatment / rest areas, green spaces, and staff training – would not have been possible without the kindness and generosity of our supporters. 

We’d like to say a huge **THANK YOU** to all those individuals, organisations and businesses who have supported us this year by fundraising; with donations of funds, goods and/or services; and through volunteering their time. 

Would you like to join our _Oxford Health Charity Heroes_ and support your local community and mental health services? Are you looking to take part in, or organise, a fundraising activity? Would you like to make a donation to an Oxford Health Charity appeal or Oxford Health NHS Foundation Trust service? Could you volunteer your time? 

If so, then we’d love to hear from you. a charity@oxfordhealth.nhs.uk 

41 



@HC
OXFORD
HEALTH
CHARITY
2023/2024
Accounts
42

## FUNDS HELD ON TRUST ANNUAL ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2024 

The accounts of the funds held on trust by Oxford Health NHS Foundation Trust 

## FOREWORD 

These accounts have been prepared by the Trustee in accordance with the requirements of the Charities Act 2022 and 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 2015). 

## **Statutory Background** 

The Charitable Fund came into force on 31 July 1996 under Statutory Instrument dated 8 July 1996. The Secretary of State for Health exercised his powers under section 92(1) of the National Health Service Act 1977(a) and the Trust property was transferred from the Oxfordshire Health Authority upon the establishment of the Oxfordshire Mental Healthcare NHS Trust. 

On 1 April 2006 the Charity expanded through the inclusion of the mental health related fund balance within the Buckinghamshire Mental Health NHS Trust Charitable Fund (registered charity number 1054087), following the merger by acquisition of Buckinghamshire Mental Health NHS Trust by Oxfordshire Mental Healthcare NHS Trust. 

On 31 October 2011 Oxfordshire Primary Care Trust Charity (registered charity number 1091570) was merged with this Charity, following the transfer of Community Health Oxfordshire services from Oxfordshire Primary Care Trust to Oxford Health NHS Foundation Trust. 

The name of the Charity was changed from the 'Oxfordshire Mental Healthcare Charitable Fund' to the 'Oxfordshire and Buckinghamshire Mental Health Charitable Fund' during the year ended 31 March 2009. The name of the Charity was changed from the 'Oxfordshire and Buckinghamshire Mental Health Charitable Fund' to 'Oxford Health Charitable Funds' during the year ended 31 March 2012. The name of the Charity was changed from the 'Oxford Health Charitable Funds' to 'Oxford Health Charity' during the year ended 31 March 2015. 

Oxford Health NHS Foundation Trust is the sole corporate trustee of Oxford Health Charity. 

Oxford Health Charity is registered with the Charity Commission (registered charity number 1057285). 

43 



## **Main Purpose of the Charitable Funds Held on Trust** 

The main purpose of the charitable funds held on trust is to apply income for any charitable purpose relating to the National Health Service wholly or mainly for the services provided by the Oxford Health NHS Foundation Trust. 

Signed: 

Grant Macdonald, Chief Executive on behalf of the Corporate Trustee 

Date: 17 December 2024 

44 ~~aaa~~ 



## **Introduction** 

The Oxford Health Charity ('the Charity') exists to benefit the patients and service users of the Oxford Health NHS Foundation Trust (and, in the case of a small number of funds, patients and others receiving the services of other parts of the National Health Service and related services). 

The bulk of the clinical services provided by the Oxford Health NHS Foundation Trust are funded, of course, from the NHS. In comparison to NHS funding the amounts of money available through the Charity are small, but often a relatively small amount of funding allows activities which NHS funding would not provide. Such funding helps to innovate or to ensure that patients and service users have a wider range of opportunities. 

## **Objectives and Activities** 

The Charity's governing document is a trust deed dated 31 July 1996, as amended by supplemental deeds dated 6 October 2008 and 29 June 2011. 

The objects of the Charity are to apply income for any charitable purposes relating to the NHS wholly or mainly for the services provided by the Oxford Health NHS Foundation Trust. 

The main activities of the Charity are to provide public benefit by supporting the good health and welfare of patients and service users. 

45 



## **Achievements and Financial Review** 

The Charity Committee (a formal committee of the Oxford Health NHS Foundation Trust Board of Directors) reviews the expenditure within the Charity and the rules for these. The Expenditure Rules of the Charity were revised in 2018/19 and have been subject to review in 2023/24 to meet the developing needs of the Charity.  A new set of guidance will be published in 2024/25. 

The Charity Committee continues to oversee the fundraising and engagement activities focussed on raising awareness of the charity and the area it supports. In driving forward fundraising activity, the Trustee intends to support the broader community activity for Oxford Health NHS Foundation Trust. It is anticipated that future developments will involve all stakeholders locally and regionally in a positive and rewarding, mutually beneficial relationship with both the Charity and the Trust.  In order to support the Trust, the Charity is committed to the development of health services, which are responsive and sensitive to the needs of its local population and the wider public. Essential to this aim is working effectively in partnership with patients, carers, foundation trust governors and members, volunteers and the public. In the fundraising context, this means working together to deliver real, positive impact on the healthcare of the people using the Trust’s services.  The majority of this is done through the Charity and Involvement team, established in 2017. 

The Charity’s total funds in management were £784k as at 31 March 2024, a £157k decrease compared with the previous year (2022/23 £941k). 

Overall total income increased to £346k from £299k. This increase is attributed to a significant rise in income from legacies and grants, although donations had declined by £28k. The Charity’s investment portfolio increased slightly, with the previous year's global economic downturn and the charity releasing investments, the investments have started to pick up. 

Total expenditure for the Charity slightly decreased to £525k (2022/23 £552k). 

Major fundraising and support projects are illustrated throughout the report. 

The investments are managed by LGT Wealth Management (formally ABRDN plc) on a discretionary basis.  During the year there were small gains on revaluation and disposals of the portfolio of £22k (2022/23 Losses of £64k). 

46 



## **Investment Policy** 

Other than small amounts of cash at bank and funds related to the ROSY Fund (discussed below) the Charity's funds are invested on a discretionary basis with LGT Wealth Management (formerly ABRDN plc). The Charity Committee regularly reviews the Charity's investment strategy, including the spread of asset allocation, appropriate benchmarks and issues of social responsibility. 

The Charity's investment objective is to maximise long-term returns (rather than short-term income), but with an emphasis upon capital preservation. The portfolio is operated on a discretionary management basis with LGT Wealth Management (formerly ABRDN plc), allowing the investment manager more flexibility in responding to the investment market. 

The Charity aims as far as possible to avoid investments in alcohol and tobacco. The investment policy allows LGT Wealth Management (formerly ABRDN plc) to invest in general funds, provided that these were reviewed quarterly to ensure no more than minimal exposure to alcohol and tobacco, and that investments are changed where necessary to ensure this. With property investments the Charity seeks to avoid investments which are predominantly related to alcohol and tobacco, and this is reviewed on an annual basis. 

The Charity aims to maintain the allocation of the portfolio within allocated ranges. 

||**Range as at 31/03/24**|
|---|---|
|Equities|25%-65%|
|Fixed Interest bonds|10%-40%|
|Property|10%-30%|
|Cash|5%-20%|
|Absolute Return Funds|< = 10%|



The ranges above have not changed since June 2015. 

The performance of the investment portfolio is monitored on a quarterly basis against appropriate indices for the class of investment concerned. In addition, the performance of the portfolio as a whole is measured against an overall benchmark based on a weighted average of the individual indices. 

Funds related to ROSY (Respite for Oxfordshire's Sick Youngsters) are held in cash deposits in order to ensure that ongoing costs of care staff can be met as they arise. These short-term deposits are recognised as current asset investments in the accounts of the Charity. The total investment cash holdings related to the ROSY Fund are excluded from the target allocation ranges set out above. 

47 



**Governance – About the Charity** 

Oxford Health Charity is registered with the Charity Commission (charity number: 1057285) in accordance with the Charities Act 2022. The Charity has a corporate trustee: the Oxford Health NHS Foundation Trust. 

The members of the Oxford Health NHS Foundation Trust Board of Directors serve as agents for the Corporate Trustee. The Trust Board members who served in this way during the year and up to the date of this report were: 

Non-executive Directors David Walker (Chair) Chris Hurst (Senior Independent Director and Vice Chair) Geraldine Cumberbatch Prof David Clark (from June 2023) Kia Nobre (to June 2023) Sir Philip Rutnam Mohinder Sawhney Prof Sir Rick Trainor Lucy Weston Andrea Young Executive Directors Dr Nick Broughton, Chief Executive (to June 2023) Grant Macdonald, Interim Chief Executive (from June 2023) Amelie Bages, Director of Strategy and Partnerships Marie Crofts, Chief Nurse (to December 2023) Charmaine De Souza, Director of Human Resources Britta Klinck, Chief Nurse (from December 2023) Dr Karl Marlowe, Chief Medical Officer Rob Bale, Managing Director of Mental Health, Learning Disabilities and Autism Dr Ben Riley, Executive Managing Director – Primary, Community and Dental Care Kerry Rogers, Director of Corporate Affairs and Company Secretary Heather Smith, Chief Financial Officer 

Lucy Weston served as Chair of the Charity Committee of the Oxford Health NHS Foundation Trust until November 2023. Prof Sir Rick Trainor took on this role from December 2023. 

48 



## **Governance – About the Charity** 

The Board of Directors has delegated responsibility for the day-to-day management of the Charity to the Charity Committee, who in turn delegate day to day management to the operational charity team. This meets on a quarterly basis. 

Charity Registered Number 1057285 

Principal Office Oxford Health Charity Warneford Hospital Warneford Lane Oxford OX3 7JX Bankers Lloyds Bank Plc 87 London Road Oxford OX3 9AB Independent Examiner James Cowper Kreston The White Building 1-4 Cumberland Place Southampton SO15 2NP Investment Fund Manager LGT Wealth Management (formerly ABRDN plc) Capital Square 58 Morrison Street Edinburgh EH3 8BP 

49 



## **Structure and Management** 

At 31 March 2024 the Charity was constituted of 60 funds (56 funds 2023 and 45 funds 2022). None of the funds in the year or at year-end were endowment funds. The material funds (other than control funds) at 31 March 2024 were: 

|<br>t31 Mh 2024|<br>t31 Mh 2024|
|---|---|
|s) a arc  were:<br>£000||
|Respite for Oxfordshire's Sick Youngsters (ROSY)|329|
|Legacies - Robey (Wantage)|94|
|Legacies - Balmforth (Abingdon Pain Management)|41|
|Community Directorate fund|26|
|Wantage Community Hospital|22|
|Wallingford Community Hospital|21|
|Trustwide General fund|17|
|Wyfold Charitable Trust fund|17|



The Corporate Trustee, in fulfilling its legal duties, ensures that funds are spent in accordance with the purposes of each fund and designates funds in accordance with the wishes of donors. 

Non-Executive members of the Oxford Health NHS Foundation Trust's Board of Directors (`the Board') are appointed by the Oxford Health NHS Foundation Trust's Council of Governors. Executive members of the Board are appointed by Oxford Health NHS Foundation Trust under normal staff recruitment procedures. Neither they nor the non-executive members of the Trust Board are individual trustees under charity law. All Directors and Non-Executive Directors are provided with appropriate background information in relation to their management of the Charity. 

Acting for the Corporate Trustee, the Charity Committee is responsible for the overall management of the Charity. The Charity Committee is required to: 

· Apply the charitable funds in accordance with the Charity's governing documents and the Charities Act 2022. 

· Prepare and communicate a statement of policy for all fundraising activities, their approval, monitoring and administration to ensure that such activities, including disbursements, adhere to statutory and other relevant guidelines. 

· Supervise the proper investment and administration of the charitable funds. This is done in conjunction with the Director of Finance and the Audit Committee of the Oxford Health NHS Foundation Trust, and with the support of an administrative and accounting service from the operational charity team and finance. 

50 



## **Structure and Management** 

The Trustee (the Oxford Health NHS Foundation Trust) delegates the responsibility for the Charity to the Charity Committee, which in turn delegate the day-to-day management to the operational charity team and finance. 

The Charity Committee is quorate with two Non-executive directors and one Executive Directors of the NHS Foundation Trust, the Director of Corporate Affairs & Company Secretary, a representative of the Trust's Finance Department, along with an external member, and other key stakeholders. The external member during the year was Olga Senior. 

The Charity Committee meets quarterly. At each meeting items of expenditure of amounts of £500 and above are reviewed and consideration is given to investment performance, management accounts and the stewardship of the funds. In addition any requests for funding over £10k are presented for discussion and approval. 

## **Public Benefit** 

In exercising its duties and powers with regard to the Charity, the Corporate Trustee has complied with its duty under s17 of the Charities Act 2022 to have due regard to the guidance on public benefit issued by the Charity Commission. The Charity aims to serve the public benefit by promoting the welfare of the patients and service users of Oxford Health NHS Foundation Trust (and where appropriate patients served by other parts of the NHS or related services). This is carried out by: promoting improvements in care over and above that which would ordinarily be provided by the National Health Service; the purchase of equipment; improvements to the care environment; and by promoting activities that assist reintegration into the community. In addition, the Charity funds activities related to the education and welfare of staff of the Oxford Health NHS Foundation Trust where this leads to better standards of care and hence benefits patients and service users. 

51 



## **Consolidation of Accounts** 

HM Treasury has concluded that in compliance with International Accounting Standard 27, the financial position and results of NHS charities should be consolidated into the accounts of the related NHS body wherever that NHS body is the corporate trustee of the charity and therefore has the power to control and benefit from the charity which it administers as corporate trustee. NHS Charities remain independent, and charity law requires that trustees act in accordance with the charity's purposes and in the best interests of the charity and its beneficiaries and do not act on the policies or directions of any other body. Therefore when the Corporate Trustee considers the affairs of the Charity, although it does have control over those affairs, it is required to make decisions solely in the interest of the Charity and its beneficiaries and not in the interests of the NHS Foundation Trust. 

Consolidation is only required where the figures are material to the accounts of the NHS body. In the case of Oxford Health NHS Foundation Trust, the NHS body is the corporate trustee of the Charity, but the figures related to the Charity are not considered to be material to the accounts of the NHS body, and therefore the charity figures are not consolidated within the accounts of that body. It remains the case that the funds of the Charity can only be used for charitable purposes. 

## **Partnership Working** 

Patients and service users of the Oxford Health NHS Foundation Trust are the main beneficiaries of the Charity. The Oxford Health NHS Foundation Trust is a related party by virtue of being Corporate Trustee of the Charity. By working in partnership with the Oxford Health NHS Foundation Trust, the charitable funds are used to best effect. When deciding on the most beneficial way to use charitable funds, the Charity Committee of the Oxford Health NHS Foundation Trust, acting as agent of the Corporate Trustee, has regard to the main activities, objectives and plans of the Oxford Health NHS Foundation Trust. 

## **Reserves Policy** 

The Charity held £784k in total including £562k restricted funds as at 31 March 2024. Charitable reserves are defined as income which becomes available to the Charity and is to be spent at the Trustee's discretion in furtherance of any of the Charity's objects, but which is not yet spent, committed or designated. The definition of reserves therefore excludes: 

- Restricted funds 

- Designated funds 

**Restricted Funds** would be established where monies have been bequeathed or donated to the Charity which are subject to donor intention, which limit their use to particular purposes, arising for example from restrictions imposed by the donor. Such funds would be held and used only when a purpose for which they are available arises. 

52 



**Unrestricted Funds** comprise donations and other charitable income received for general purpose charitable use which are credited to general funds whenever possible or where donors have expressed wishes as to how the funds might be used they are allocated to the relevant designated fund held for the intended purpose. Funds are often derived from unsolicited donations and/or from legacies and are therefore unpredictable. 

**Designated funds** are administered by Fund Advisors in accordance with policies and procedures set by the Trustee. The funds are monitored in terms of expenditure plans, ensuring they are spent within a reasonable period of time. In line with the Charity Commission's guidance, a separate reserves policy is not required for designated funds. 

Within unrestricted funds, the Charity also holds net undistributed investment gains on unrestricted funds. The purpose of holding these monies is to protect the activities supported, by providing a buffer against future adverse market conditions. 35 

General Funds are those elements of the Unrestricted Funds which have not been designated for specific purposes and which are not being held as a buffer against future adverse market conditions. General Funds are included under unrestricted funds in the Charity's accounts. 

||**Reserves at 31**|**Expenditure**|**Reserves at 31**|**Expenditure**|
|---|---|---|---|---|
||**March 2024**|**2023/24**|**March 2023**|**2022/23**|
||**£**|**£**|**£**|**£**|
|Trustwide fund|20,070|15,602|28,516|23,883|
|Buckinghamshire|11,072|7,037|17,923|16,462|
|Mental Health|||||
|Marjorie|6,831|8,074|10,461|13,125|
|Henderson|||||
|**Total**|**37,972**|**30,713**|**56,900**|**53,470**|



The Committee continues to review the charitable funds regularly and to direct income (including legacies) where possible (where the term of the gift allows it) for use in trust wide general funds. 

The Charity Committee reviews the position on reserves on a quarterly basis and reviews the Reserves Policy on an annual basis. 

53 



## **Going Concern** 

The Trustee considers that the Charity has adequate financial resources and is well placed to manage the business risks that it faces. The Trustee's assessment of the Charity's position takes into consideration the current economic climate and its potential impact on the Charity's sources of income and planned expenditure. The Trustee has a reasonable expectation that the Charity has adequate resources to continue in operational existence for the foreseeable future. The Trustee believes that there are no material uncertainties that call into doubt the Charity's ability to continue in operation. Accordingly, the accounts have been prepared on the basis that the Charity is a going concern. 

## **Risk Management** 

The Charity maintains a risk register containing all its principal risks and has throughout the year reviewed risks and the systems and procedures established to manage them. 

The Charity has detailed Expenditure Rules which set out how funds can and should be used. These are subject to regular review. 

The Charity's investments are regularly reviewed by the Charity Committee, including the comparison of returns against suitable benchmarks. 

Signed by Grant Macdonald Chief Executive 

Date 17 December 2024 

54 ~~aaa~~ 



## **Statement of Trustee's Responsibilities** 

The Trustee is responsible for preparing the Trustee's Annual Report and the accounts in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice) including FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland." 

The law applicable to charities in England and Wales requires the Trustee to prepare accounts for each financial year which give a true and fair view of the state of affairs of the Charity and of the incoming resources and application of resources of the Charity for that period. In preparing these accounts, the Trustee is required to: 

- select suitable accounting policies and then apply them consistently; 

- observe the methods and principles in the Charities SORP; 

- make judgements and estimates which are reasonable and prudent; 

- state whether applicable UK accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements; and 

- prepare the accounts on the going concern basis unless it is inappropriate to presume that the Charity will continue in business. 

The Trustee is responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the Charity and enable it to ensure that the accounts comply with the Charities Act 2022, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the Charity's trust deed. The Trustee is also responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. 

The Trustee is responsible for the maintenance and integrity of the charity and financial information included on the Charity's website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions. 

The Trustee confirms that it has met the responsibilities set out above and has complied with the requirements for preparing the accounts. The accounts set out on pages 58-75 have been compiled from and are in accordance with the financial records maintained by the Trustees. 

By Order of the Trustees 

Signed: 

Chair, David Walker Date 17 December 2024 Director Trustee, Date 17 December 2024 Grant Macdonald 

55 



## **Independent Examiner's Report to the Trustees of Oxford Health Charity ('the charity')** 

I report to the Charity Trustees on my examination of the accounts of the Charity for the year ended 31 March 2024. 

## **Responsibilities and Basis of Report** 

As the Trustees of the Charity you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the 2011 Act'). 

I report in respect of my examination of the charity's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed the applicable directions given by the Charity Commission undersection 145(5)(b) of the 2011 Act. 

## **Independent Examiner's Statement** 

I have completed my examination. I confirm that no 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 charity as required by section 130 of the 2011 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. 

56 



## **Independent Examiner's Report to the Trustees of Oxford Health Charity ('the charity')** 

This report is made solely to the charity's Trustees, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. My work has been undertaken so that I might state to the charity's Trustees those matters I am required to state to them in an independent examiner's report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the charity and the charity's Trustees as a body, for my work or for this report. 

Signed: Dated: 18 December 2024 Aljae 

## Michael Bath BSc FCA DChA 

James Cowper Kreston 

Chartered Accountants and Statutory Auditor 

The White Building 

1-4 Cumberland Place 

Southampton 

Hampshire 

SO15 2NP 

57 ~~aaa~~ 



|**the year ended 31 March 2022**<br>Income from:<br>Note<br>**Unrestricted**<br>**Funds**<br>**£000**<br>**Restricted**<br>**Funds**<br>**£000**<br>**Total**<br>**Funds**<br>**£000**<br>Donations and Legacies<br>Donations & voluntary grants<br>37<br>178<br>215<br>Legacies<br>0<br>66<br>66<br>Grants – other<br>1<br>46<br>47<br>**Sub total: donations & legacies**<br>**38**<br>**290**<br>**328**<br>Investments<br>8.3<br>10<br>8<br>18<br>**Total income**<br>**48**<br>**298**<br>**346**<br>**Expenditure on:**<br>Raising funds<br>Costs of generating voluntary income<br>12<br>-<br>12<br>Investment management costs<br>4<br>3<br>7<br>**Sub total: expenditure on raising funds**<br>**16**<br>**3**<br>**19**<br>Charitable activities<br>6,7<br>Patient welfare<br>173<br>281<br>454<br>Staff welfare<br>25<br>3<br>28<br>Research and education<br>24<br>0<br>24<br>**Sub total: expenditure on charitable**<br>**activities**<br>**222**<br>**284**<br>**506**<br>**Total expenditure**<br>**238**<br>**287**<br>**525**<br>Net gains/(losses) on investments<br>12<br>10<br>22<br>Net income/(expenditure)<br>(178)<br>21<br>(157)<br>Transfer between funds<br>(42)<br>42<br>-<br>Net movement in funds<br>**(220)**<br>**63**<br>**(157)**<br>**Reconciliation of funds:**<br>Total funds brought forward at 1 April<br>442<br>499<br>941<br>**Total funds carried forward at 31 March**<br>**222**<br>**562**<br>**784**<br>**Year Ended 31 March 2024**<br>**Statement of Financial Activities for**<br>**4**<br>3|**the year ended 31 March 2022**<br>Income from:<br>Note<br>**Unrestricted**<br>**Funds**<br>**£000**<br>**Restricted**<br>**Funds**<br>**£000**<br>**Total**<br>**Funds**<br>**£000**<br>Donations and Legacies<br>Donations & voluntary grants<br>37<br>178<br>215<br>Legacies<br>0<br>66<br>66<br>Grants – other<br>1<br>46<br>47<br>**Sub total: donations & legacies**<br>**38**<br>**290**<br>**328**<br>Investments<br>8.3<br>10<br>8<br>18<br>**Total income**<br>**48**<br>**298**<br>**346**<br>**Expenditure on:**<br>Raising funds<br>Costs of generating voluntary income<br>12<br>-<br>12<br>Investment management costs<br>4<br>3<br>7<br>**Sub total: expenditure on raising funds**<br>**16**<br>**3**<br>**19**<br>Charitable activities<br>6,7<br>Patient welfare<br>173<br>281<br>454<br>Staff welfare<br>25<br>3<br>28<br>Research and education<br>24<br>0<br>24<br>**Sub total: expenditure on charitable**<br>**activities**<br>**222**<br>**284**<br>**506**<br>**Total expenditure**<br>**238**<br>**287**<br>**525**<br>Net gains/(losses) on investments<br>12<br>10<br>22<br>Net income/(expenditure)<br>(178)<br>21<br>(157)<br>Transfer between funds<br>(42)<br>42<br>-<br>Net movement in funds<br>**(220)**<br>**63**<br>**(157)**<br>**Reconciliation of funds:**<br>Total funds brought forward at 1 April<br>442<br>499<br>941<br>**Total funds carried forward at 31 March**<br>**222**<br>**562**<br>**784**<br>**Year Ended 31 March 2024**<br>**Statement of Financial Activities for**<br>**4**<br>3|**the year ended 31 March 2022**<br>Income from:<br>Note<br>**Unrestricted**<br>**Funds**<br>**£000**<br>**Restricted**<br>**Funds**<br>**£000**<br>**Total**<br>**Funds**<br>**£000**<br>Donations and Legacies<br>Donations & voluntary grants<br>37<br>178<br>215<br>Legacies<br>0<br>66<br>66<br>Grants – other<br>1<br>46<br>47<br>**Sub total: donations & legacies**<br>**38**<br>**290**<br>**328**<br>Investments<br>8.3<br>10<br>8<br>18<br>**Total income**<br>**48**<br>**298**<br>**346**<br>**Expenditure on:**<br>Raising funds<br>Costs of generating voluntary income<br>12<br>-<br>12<br>Investment management costs<br>4<br>3<br>7<br>**Sub total: expenditure on raising funds**<br>**16**<br>**3**<br>**19**<br>Charitable activities<br>6,7<br>Patient welfare<br>173<br>281<br>454<br>Staff welfare<br>25<br>3<br>28<br>Research and education<br>24<br>0<br>24<br>**Sub total: expenditure on charitable**<br>**activities**<br>**222**<br>**284**<br>**506**<br>**Total expenditure**<br>**238**<br>**287**<br>**525**<br>Net gains/(losses) on investments<br>12<br>10<br>22<br>Net income/(expenditure)<br>(178)<br>21<br>(157)<br>Transfer between funds<br>(42)<br>42<br>-<br>Net movement in funds<br>**(220)**<br>**63**<br>**(157)**<br>**Reconciliation of funds:**<br>Total funds brought forward at 1 April<br>442<br>499<br>941<br>**Total funds carried forward at 31 March**<br>**222**<br>**562**<br>**784**<br>**Year Ended 31 March 2024**<br>**Statement of Financial Activities for**<br>**4**<br>3|**the year ended 31 March 2022**<br>Income from:<br>Note<br>**Unrestricted**<br>**Funds**<br>**£000**<br>**Restricted**<br>**Funds**<br>**£000**<br>**Total**<br>**Funds**<br>**£000**<br>Donations and Legacies<br>Donations & voluntary grants<br>37<br>178<br>215<br>Legacies<br>0<br>66<br>66<br>Grants – other<br>1<br>46<br>47<br>**Sub total: donations & legacies**<br>**38**<br>**290**<br>**328**<br>Investments<br>8.3<br>10<br>8<br>18<br>**Total income**<br>**48**<br>**298**<br>**346**<br>**Expenditure on:**<br>Raising funds<br>Costs of generating voluntary income<br>12<br>-<br>12<br>Investment management costs<br>4<br>3<br>7<br>**Sub total: expenditure on raising funds**<br>**16**<br>**3**<br>**19**<br>Charitable activities<br>6,7<br>Patient welfare<br>173<br>281<br>454<br>Staff welfare<br>25<br>3<br>28<br>Research and education<br>24<br>0<br>24<br>**Sub total: expenditure on charitable**<br>**activities**<br>**222**<br>**284**<br>**506**<br>**Total expenditure**<br>**238**<br>**287**<br>**525**<br>Net gains/(losses) on investments<br>12<br>10<br>22<br>Net income/(expenditure)<br>(178)<br>21<br>(157)<br>Transfer between funds<br>(42)<br>42<br>-<br>Net movement in funds<br>**(220)**<br>**63**<br>**(157)**<br>**Reconciliation of funds:**<br>Total funds brought forward at 1 April<br>442<br>499<br>941<br>**Total funds carried forward at 31 March**<br>**222**<br>**562**<br>**784**<br>**Year Ended 31 March 2024**<br>**Statement of Financial Activities for**<br>**4**<br>3|**Total**<br>**Funds**<br>**£000**<br>244<br>3<br>30<br>**277**<br>22<br>**299**<br>9<br>6<br>**15**<br>446<br>27<br>64<br>**537**<br>**Year Ended**<br>**31 March 2023**|
|---|---|---|---|---|
||**48**|**298**|**346**||
||12<br>4|-<br>3|12<br>7||
||**16**|**3**|**19**||
||173<br>25<br>24<br>**222**|281<br>3<br>0<br>**284**|454<br>28<br>24<br>**506**||
||**238**|**287**|**525**|**552**<br>(64)<br>(317)<br>-<br>**(317)**<br>1,258<br>**941**|
||12<br>(178)<br>(42)|10<br>21<br>42|22<br>(157)<br>-||
||**(220)**|**63**|**(157)**||
||442|499|941||
||**222**|**562**|**784**||



58 



Comparative figures for each class of funds are provided in note 12 to the accounts. All income and expenditure resources relate to continuing operations. 

The Charity has no gains or losses other than those recognised in this Statement of Financial Activities The notes on pages 61 to 75 form part of these accounts. 

59 



|**Statement of Financial Position (SOFP)**|**Statement of Financial Position (SOFP)**|||||||||
|---|---|---|---|---|---|---|---|---|---|
|||**Unrestricted**|**Unrestricted**|**Restricted**|**Restricted**|**Total Funds**||**Total Funds**|**Total Funds**|
|||**Funds**||**Funds**||**2024**||**2023**||
||**Note**|**£000**||**£000**||**£000**||**£000**||
|**Fixed assets**||||||||||
|Investments|8.1|274||215||489||576||
|**Total fixed assets**||**274**||**215**||**489**||**576**||
|**Current assets**||||||||||
|Debtors|9|3||10||13||2||
|Cash at bank and in hand||50||488||538||445||
|**Total current assets**||**53**||**498**||**551**||**447**||
|**Liabilities**||||||||||
|Creditors: Amounts falling due||||||||||
|within one year|10|104||152||256||82||
|**Net current assets/(liabilities)**||(51)||346||295||365||
|**Net assets**||**223**||**561**||**784**||**941**||
|**Funds of the Charity**||||||||||
|Income funds:||||||||||
|Restricted|11.1|-||562||562||499||
|Unrestricted|11.3|222||-||222||442||
|**Total funds**||**222**||**562**||**784**||**941**||



Comparative figures for each class of funds are provided in note 13 to the accounts. 

The notes on pages 61-75 form part of these accounts. 

These accounts (Registered Charity number 1057285) were approved by the Corporate trustee on 11 December 2024 and were signed on its behalf by: Grant Macdonald, Chief Executive. 

Date: 17 December 2024 

60 



## **Notes to the Accounts** 

## **1.1 Basis of Preparation** 

The accounts have been prepared under the historic cost convention, with the exception of investments which are included at market value. The accounts comply with 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 (FRS102) (Charities SORP (FRS102) (effective 1 January 2015), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) and the Charities Act 2022. 

The accounts have been prepared on the going concern basis which assumes the Charity will continue for the foreseeable future. The Trustee believes that there are no material uncertainties that call into doubt the Charity's ability to continue in operation. 

The Charity has taken advantage of the exemption available under FRS102 and has not produced a Cash Flow Statement as it is a small charity. The principal accounting policies, which have been applied consistently throughout the current financial year are set out below. 

## **1.2 Income** 

- a) Donations All donations are included in full in the Statement of Financial Activities as soon as the following three factors can be met: 

i) entitlement - when control over the rights or other access to the economic benefit has passed to the charity (in the case of a donation, entitlement usually arises immediately on its receipt); and 

ii) probable - when it is more likely than not that the economic benefits associated with the transaction or gift will flow to the charity; and 

iii) measurement - when the monetary value or amount of the income can be measured reliably and the costs incurred for the transaction and the costs to complete the transaction can be measured reliably. 

61 



## b) Legacies 

Legacies are accounted for upon receipt or where receipt of the legacy is probable, and the amount receivable can be estimated with sufficient accuracy. This will be once confirmation has been received from the representatives of the estate that payment of the legacy will be made or property transferred and once all conditions attached to the legacy have been fulfilled and the amount receivable is known with reasonable certainty. 

## c) 

## Grants 

Income from grants is recognised when there is evidence of entitlement to the gift, receipt is probable and its amount can be measured reliably. 

If the grant has conditions attached which must be fulfilled before the Charity has control of the resources, the meeting of these conditions is within the Charity's control and there is sufficient evidence that the conditions will be met, then the grant is recognised. However, where the meeting of the conditions is not probable or not within the control of the Charity, the grant would not be recognised until the conditions set have been met. 

If a donor imposes a time period in which the expenditure of resources can take place, and a grant is received for expenditure that must take place in a future accounting period, it would be accounted for as deferred income and recognised as a liability until the accounting period in which the Charity is allowed by the condition to expend the resource. If the donor has given the condition that they can recover any unexpended part of the grant, the liability for any repayment would be recognised only when repayment becomes probable. 

## d) 

## Income from Charitable Activities and Other Trading Activities 

Income from charitable activities and other trading activities is accounted for on an accruals basis as goods or services are supplied. 

## e) 

## Income from Investments 

Investment income is accounted for in the period in which the Charity is entitled to receipt and the amount can be measured with reasonable certainty. 

## f) 

## Allocation of Income to Funds 

Income is credited to a fund which will benefit the area where the donor has imposed a restriction or expressed a wish, for how their gift should be used and are classified as restricted or designated funds accordingly. If the donor has not expressed a wish for how their gift should be used, it is credited to an Unrestricted General fund and used at the Trustee's discretion in accordance with the objects of the Charity. 

62 



## **1.3 Expenditure** 

a) The accounts are prepared in accordance with the accruals concept. 

All expenditure is recognised once there is a legal or constructive obligation committing the Charity to the expenditure. 

The Statement of Financial Activities provides an analysis of expenditure based on the nature of the activity undertaken. Expenditure is divided between three main activities: Raising Funds, Charitable Activities and Other. 

## b) Raising Funds 

These include the costs of generating voluntary income (fundraising costs), costs of fundraising trading and investment management fees. These costs are apportioned directly against the individual funds generated. 

## c) Charitable Activities 

Costs of charitable activities comprise all costs incurred in the pursuit of the Charity's objectives and in line with SORP 2015 (FRS 102) also include governance costs for the Charity. Expenditure on charitable activities will be for the benefit of Patients, Staff, Research or Education. Throughout these accounts the term 'patients' refers to patients and service users. The costs include the direct costs of the charitable activities together with governance and support costs that enable them to be undertaken. 

63 



## Governance & Support Costs 

Governance costs include the costs of governance arrangements which relate to the general running of the Charity, allowing it to operate and to generate the information required for public accountability. Included under this heading are direct costs such as independent examination, legal advice and costs associated with statutory requirements such as preparing statutory accounts. 

Support costs are those costs that, whilst necessary to deliver an activity, do not themselves produce or constitute the output of the activity. Support costs are allocated to charitable activities in the Statement of Financial Activities. 

Support costs are accounted for on an accruals basis and charged to the Administration control account. 

Both governance and support costs are allocated to charitable activities in the SOFA and further details provided in note 7. 

- d) Apportionment of Governance and Support Costs Both governance and support costs are apportioned across the individual funds within the Charity on an average balance basis (so as to avoid disadvantaging funds with high volume, low value transactions) 

- e) VAT 

Irrecoverable VAT is charged against the category of resources expended for which it was incurred. 

- f) 

## Liabilities 

- Liabilities are recognised at their settlement value or best estimate where the final settlement value is unknown. 

64 



## **1.4 Structure of Funds** 

Funds where the capital is held to generate income for charitable purposes and cannot itself be spent would be accounted for as endowment funds. Where there is a legal restriction on the purpose to which a fund may be put, the fund is classified in the accounts as a restricted fund. Other funds are classified as unrestricted funds. 

The Charity does not hold any endowment funds. Funds which are not legally restricted but which the Trustee has chosen to earmark for set purposes, and in line with donors' wishes, are classified as designated funds. The major funds held within this category are disclosed in notes 11.3 and 11.4. 

## **1.5 Fixed Asset Investments** 

Fixed asset investments comprise Common Investment Funds and cash and are managed by LGT Wealth Management (formerly ABRDN plc). 

Investments are shown at market value as at the balance sheet date. The market value is the midprice on 31 March as supplied by the investment managers. 

The Statement of Financial Activities includes the net gains (or losses) arising on revaluation and disposals of investments throughout the year. 

## **1.6 Current Asset Investments** 

Where, as part of the management of the investment portfolio, cash deposits are held at bank on terms of under one year and are now accessible with less than 24 hours notice, they are shown as current asset investments. 

65 



## **1.7 Investment Gains and Losses** 

All gains and losses are taken to the Statement of Financial Activities as they arise. 

Realised gains and losses on investments are calculated as the difference between sales proceeds and opening market value (or cost at date of purchase, if later). Unrealised gains and losses are calculated as the difference between market value at the year end and opening market value (or cost at date of purchase, if later). 

## **1.8 Taxation** 

Oxford Health Charity is a registered charity and as such benefits from certain exemptions from taxation on income and gains, to the extent that they are applied for charitable purposes. 

## **1.9 Key Assumptions and Judgements** 

The charity accrues for items of expenditure which relate to the previous year where invoices have not been processed or received before the year end. Estimates are made in some instances where invoices have not been received based on activity and/or expenditure for the year to date. No significant judgements have been made in preparing the accounts. No key assumptions have been made regarding any sources of estimation uncertainty with a significant risk of causing a future material adjustment. 

66 



## **2 Related Party Transactions** 

The sole corporate trustee of the Charity is Oxford Health NHS Foundation Trust ('the Trust'). 

The results of the Charity are not consolidated into the accounts of the Trust for the year, as discussed in more detail in the trustee's Annual Report. 

The members of the Trust's Board of Directors during the year are disclosed in the Annual Report of the Charity. 

During the year none of the members of the Trust's Board of Directors or members of the key management staff or parties related to them have undertaken any material transactions with the Charity. No expenses or remuneration were paid to the members of the Trust's Board of Directors from the Charity during the year (members of the Trust's Board of Directors, some of whom are employees of the Trust, are remunerated by the Trust in respect of the work that they carry out for the Trust). None of the transactions below relate to trustees or key management personnel. 

Transactions between the Charity and Oxford Health NHS Foundation Trust 2023/24 

|To reimburse the Trust for salary<br>payments for<br>clinical<br>staff and<br>charity team members (none made<br>for trustees or key management<br>personnel)<br>To reimburse the Trust for<br>miscellaneous goods and services<br>purchased on behalf of the Charity<br>Total expenditure|**Creditor**<br>**b/fwd at 1**<br>**Apr 2023**<br>**£000**<br> <br> <br>20<br>40<br>**60**|**Expense**<br>**incurred in**<br>**year**<br>**£000**<br>256<br>40<br>**296**|**Paid in year**<br>**£000**<br>(72)<br>(80)<br>**(152)**|**Creditor**<br>**c/fwd at 31**<br>**Mar 2024**<br>**£000**<br>204<br>-|
|---|---|---|---|---|
|||||**204**|



67 



## **3 Income and Donations** 

## **3.1 Income from donations & voluntary grants** Donations are received from individuals. 

## **3.2 Income from legacies** 

- Legacy income is only included in incoming resources when receipt is probable and the amount is known/or can be reliably estimated, or the legacy has been received. 

## **3.3 Grants** Grant income was received in the year as a result of grant applications made by the Charity team. 

## **4 Charitable Activities** 

Income from charitable activities comprises income from courses and charitable events. 

## **5 Other Trading Activities** 

- Income from other trading activities comprises income from the sales of donated goods. The costs related to this activity are included within 'Fundraising trading: costs of goods sold and other costs'. 

## **6 Analysis of Charitable Expenditure** 

|**Equipment**<br>**£000**<br>Patient welfare<br>and amenities<br>27<br>Staff welfare and<br>amenities<br>3<br>Research and<br>Education<br>-<br>**30**|**Equipment**<br>**£000**<br>Patient welfare<br>and amenities<br>27<br>Staff welfare and<br>amenities<br>3<br>Research and<br>Education<br>-<br>**30**|**Other**<br>**Activities**<br>**£000**<br>426<br>19<br>24<br>**469**|**Support**<br>**Costs**<br>**Governance**<br>**Costs**<br>**Total**<br>**2024**<br>**£000**<br>**£000**<br>**£000**<br>1<br>454<br>1<br>5<br>28<br>0<br>24<br>**2**<br>**5**<br>**506**|**Support**<br>**Costs**<br>**Governance**<br>**Costs**<br>**Total**<br>**2024**<br>**£000**<br>**£000**<br>**£000**<br>1<br>454<br>1<br>5<br>28<br>0<br>24<br>**2**<br>**5**<br>**506**|**Support**<br>**Costs**<br>**Governance**<br>**Costs**<br>**Total**<br>**2024**<br>**£000**<br>**£000**<br>**£000**<br>1<br>454<br>1<br>5<br>28<br>0<br>24<br>**2**<br>**5**<br>**506**|**Support**<br>**Costs**<br>**Governance**<br>**Costs**<br>**Total**<br>**2024**<br>**£000**<br>**£000**<br>**£000**<br>1<br>454<br>1<br>5<br>28<br>0<br>24<br>**2**<br>**5**<br>**506**|**Total**<br>**2023**<br>**£000**<br>446<br>27<br>64<br>**537**|
|---|---|---|---|---|---|---|---|
|Research and<br>Education|-|||||||
||**30**||**2**||**5**||**537**|



68 



- **7 Analysis of Governance and Support Costs** 

- **7.1 An allocation and/or apportionment of overhead and support costs has been made to governance costs.** 

|**2024**|**Governance**<br>**Costs Allocated**<br>**to Unrestricted**<br>**Funds**|<br> <br>|**Governance Costs**<br>**Allocated to**<br>**Restricted Funds**|<br>|**Total**<br>**Governance**<br>**Costs**|<br>|**Support Costs**<br>**Allocated to**<br>**Charitable**<br>**Activities**|<br> <br>|**Total**<br>**Governance**<br>**and Support**<br>**Costs**|
|---|---|---|---|---|---|---|---|---|---|
||**£000**||**£000**||**£000**||**£000**||**£000**|
|Other Costs|5||-||5||2||7|
||**5**||**-**||**5**||**2**||**7**|
|||||||||||
|||||||||||
|**2023**|**Governance**<br>**Costs Allocated**<br>**to Unrestricted**<br>**Funds**|<br> <br>|**Governance Costs**<br>**Allocated to**<br>**Restricted Funds**|<br>|**Total**<br>**Governance**<br>**Costs**|<br>|**Overhead and**<br>**Support Costs**<br>**Allocated to**<br>**Charitable**<br>**Activities**|<br> <br> <br>|**Total**<br>**Governance**<br>**and Support**<br>**Costs**|
||**£000**||**£000**||**£000**||**£000**||**£000**|
|Other Costs|59||-||59||10||69|
||**59**||**-**||**59**||**10**||**69**|



Other Costs include audit fees, consultancy fees, printing stationery and administrative costs. 

69 



## **7.2 Allocation of Support Costs** 

The support costs not related to governance activities are then allocated to expenditure on charitable activities based on the purposes of each fund across the four main charitable activities of the Charity as follows: 

|<br>the Charity as follows:||||||
|---|---|---|---|---|---|
|**Patient**|**Staff**|||**Total**|**Total**|
|**Welfare**|**Welfare**|**Research**|**Education**|**2024**|**2023**|
|**£000**|**£000**|**£000**|**£000**|**£000**|**£000**|
|Other costs<br>1|1|-|-|2|10|
|**1**|**1**|**-**|**-**|**2**|**10**|



## **7.3 Analysis of Staff Costs** 

The Charity does not directly employ any staff, however the Charity’s development, administrative and financial functions are provided by Oxford Health NHS Foundation Trust which remunerated from the charity. 

70 



**8.1 Movement in Fixed Asset Investment** 

## **8 Analysis of Investments** 

|**Non-Cash**<br>**Investments**<br>**£000**<br>**Cash**<br>**Investments**<br>**£000**<br>Market value brought forward at 1 April<br>18<br>Less: Disposals proceeds<br>(120)<br>Add: Additions to investments at cost<br>109<br>Net gain/ (Loss) on revaluation<br>-<br>Market value carried forward at 31 March<br>**7**<br>**Historic cost at 31 March**<br>18<br>558<br>(216)<br>117<br>22<br>**481**<br>558|**Non-Cash**<br>**Investments**<br>**£000**<br>**Cash**<br>**Investments**<br>**£000**<br>Market value brought forward at 1 April<br>18<br>Less: Disposals proceeds<br>(120)<br>Add: Additions to investments at cost<br>109<br>Net gain/ (Loss) on revaluation<br>-<br>Market value carried forward at 31 March<br>**7**<br>**Historic cost at 31 March**<br>18<br>558<br>(216)<br>117<br>22<br>**481**<br>558||**Total**<br>**2024**<br>**£000**<br>576<br>(336)<br>226<br>22<br>**488**<br>576||**Total**<br>**2023**<br>**£000**<br>804<br>(708)<br>532<br>(52)<br>**576**<br>805|
|---|---|---|---|---|---|
|||||||
|||||||
||18<br>558|||||



## **8.2** 

## **Market Value of Fixed Asset Investments at 31 March** 

|Investments in Common Investment Funds<br>Cash held at part of the investment portfolio|**Total**<br>**2024**<br>**£000**<br>481<br>8<br>489|**Total**<br>**2023**<br>**£000**<br>558<br>18|
|---|---|---|
|||576|



The fixed asset investments are domiciled in the UK, except for the sum of £194k (2022/23: £207k) which is invested in non-UK domiciled investment funds. 

## **8.3 Analysis of Investment Income** 

|**Analysis of Investment Income**|||
|---|---|---|
|Gross Income from Investments|**Total**|**Total**|
||**2024**|**2023**|
||**£000**|**£000**|
|Investments in Common Investment Funds|30|22|
||**30**|**22**|



71 



|**9**<br>**Analysis of Debtors**<br>Debtors due within one year<br>Prepayments and accrued income<br>**10**<br>**11.1 Restricted Funds**<br>**Restricted Funds - Comparatives**<br>**Material Funds**<br>Respite for Oxfordshire’s Sick Youngsters<br>(ROSY)<br>Legacies<br>NHS Charities Together – Stage 3<br>Sir Halley Stewart Trust fund<br>Other<br>**Total**<br>**Material Funds**<br>Respite for Oxfordshire’s Sick Youngsters<br>ROSY<br>Legacies<br>NHS Charities Together – Stage 3<br>NHS Charities Together – Stage 1<br>Other Funds<br>**Total**<br>**Analysis of Creditors**<br>Creditors Falling due within one year<br>Accurals<br>Other creditors<br>**11**<br>**Analysis of Funds**|**Balance**<br>**B/Fwd at**<br>**01/04/23**<br>**Income**<br>**£000**<br>**£000**<br>318<br>158<br>112<br>66<br>58<br>19<br>0<br>10<br>11<br>45<br>**499**<br>**298**<br>**Balance**<br>**B/Fwd at**<br>**01/04/22**<br>**Income**<br>**£000**<br>**£000**<br>372<br>182<br>119<br>9<br>58<br>0<br>11<br>0<br>68<br>37|**Balance**<br>**B/Fwd at**<br>**01/04/23**<br>**Income**<br>**£000**<br>**£000**<br>318<br>158<br>112<br>66<br>58<br>19<br>0<br>10<br>11<br>45|**Total**<br>**2024**<br>**£000**<br>**Total**<br>**2023**<br>**£000**<br>13<br>2<br>**13**<br>**2**<br>**Expenditure**<br>**Balance**<br>**C/Fwd at**<br>**31/03/24**<br>**£000**<br>**£000**<br>(147)<br>329<br>(3)<br>175<br>(71)<br>6<br>(1)<br>9<br>(13)<br>43<br>**(235)**<br>**562**<br>**Expenditure**<br>**Balance**<br>**C/Fwd at**<br>**31/03/23**<br>**£000**<br>**£000**<br>(236)<br>318<br>(16)<br>112<br>0<br>58<br>(10)<br>1<br>(95)<br>10<br>**(357)**<br>**499**<br>**Total**<br>**2024**<br>**£000**<br>**Total**<br>**2023**<br>**£000**<br>203<br>24<br>53<br>58<br>**256**<br>**82**|
|---|---|---|---|
|||**499**<br>**298**||
||**628**<br>**228**|||



72 



## **11.2 Details of Material Restricted Funds** 

Respite for Oxfordshire's Sick Youngsters - ROSY funds 

Patient welfare including respite nursing for terminally, acutely or chronically ill children and babies in their homes. 

|**Unrestricted Funds**<br>Community Directorate fund<br>Trustwide General fund<br>Wantage Community Hospital<br>Wallingford Community Hospital<br>Oxford Cognitive Therapy Centre (OCTC)<br>Other funds<br>**11.3**<br>**Unrestricted Funds**<br>Community Directorate Fund<br>Trustwide fund<br>Wantage Community Hospital<br>Wallingford Community Hospital<br>Oxford Cognitive Therapy Centre<br>(OCTC)<br>Other Funds<br>**TOTAL**<br>**11.4   Unrestricted funds - comparative**||**Balance B/Fwd**<br>**at**<br>**01/04/23**<br>**Income Expenditure**<br>**Balance**<br>**c/fwd at**<br>**31/03/24**<br>**£000**<br>**£000**<br>**£000**<br>**£000**<br>53<br>1<br>(19)<br>35<br>28<br>7<br>(16)<br>20<br>28<br>0<br>(6)<br>22<br>31<br>1<br>(9)<br>23<br>17<br>0<br>(5)<br>12<br>285<br>39<br>(214)<br>110<br>**442**<br>**48**<br>**(268)**<br>**222**<br>**Balance**<br>**B/Fwd at**<br>**1/4/22**<br>**Income**<br>**Expenditure**<br>**Balance**<br>**C/fwd at**<br>**31/3/23**<br>**£000**<br>**£000**<br>**£000**<br>**£000**<br>59<br>1<br>(7)<br>53<br>46<br>6<br>(24)<br>28<br>35<br>1<br>(8)<br>28<br>44<br>0<br>(13)<br>31<br>21<br>0<br>(4)<br>17<br>423<br>55<br>(193)<br>285<br>**628**<br>**63**<br>**(249)**<br>**442**|
|---|---|---|
||||



73 



Charities SORP (FRS 102) requires comparative information for each class of funds presented in the SoFA. Note 12 below shows comparatives for each class of funds as required by Charities SORP (FRS 102). 

|**12**<br>**Fund Comparatives**<br>Income from:<br>Donations and Legacies<br>Donations<br>Legacies<br>Grants – from other NHS charities<br>Grants – other<br>**Sub total: donations & legacies**<br>Charitable activities<br>Investments<br>**Total income**<br>**Expenditure on:**<br>Raising funds<br>Costs of generating voluntary income<br>Investment management costs<br>**Sub total: expenditure on raising funds**<br>Charitable activities<br>Patient welfare<br>Staff welfare<br>Research and education<br>**Sub total: expenditure on charitable activities**<br>**Total expenditure**<br>Realised and unrealised losses on revaluation ad disposal<br>of investment assets<br>Transfer between funds<br>Net (expenditure) and net movement in funds for the year<br>**Reconciliation of funds:**<br>Total funds brought forward at 1 April<br>**Total funds carried forward at 31 March**|**Unrestricted**<br>**Funds**<br>**£000**<br>46<br>3<br>-<br>-<br>**49**<br>-<br>14|**Comparative per Fund Class as at**<br>**31 March 2023**<br>**Restricted**<br>**Funds**<br>**£000**<br>**Total**<br>**Funds**<br>**£000**<br>198<br>244<br>-<br>3<br>-<br>-<br>30<br>30<br>**228**<br>**277**<br>-<br>-<br>8<br>22|**Comparative per Fund Class as at**<br>**31 March 2023**<br>**Restricted**<br>**Funds**<br>**£000**<br>**Total**<br>**Funds**<br>**£000**<br>198<br>244<br>-<br>3<br>-<br>-<br>30<br>30<br>**228**<br>**277**<br>-<br>-<br>8<br>22|
|---|---|---|---|
||||**277**<br>-<br>22|
||**63**|**236**|**299**|
||9<br>6<br>**15**<br>140<br>26<br>52<br>**218**<br>**233**<br>(42)<br>26|**-**<br>306<br>1<br>12<br>**319**<br>**319**<br>(22)<br>(26)|9<br>6|
||||**15**|
||||446<br>27<br>64|
||||**537**|
||||**552**|
||||(64)|
||||-|
||**(186)**|**(131)**|**(317)**|
||628|630|1,258|
||**442**|**499**|**941**|



74 



Charities SORP (FRS 102) requires comparative information for each class of funds presented in the Balance Sheet. 

Note below shows comparatives for each class of funds as required by Charities SORP (FRS 102). 

## **13 Fund Comparatives** 

## **Comparative per Fund Class as at 31 March 2023** 

|**Fixed assets**<br>Investments<br>**Total fixed assets**<br>**Current assets**<br>Debtors<br>Cash at bank and in hand<br>**Total current assets**<br>**Liabilities**<br>Creditors: Amounts falling<br>due within one year<br>Net current<br>assets/(liabilities)<br>**Net assets**<br>**Funds of the Charity**<br>Income funds:<br>Restricted<br>Unrestricted<br>**Total funds**|**Unrestricted**<br>**Funds**<br>**£000**<br>558<br>558<br>2<br>91<br>93<br>30<br>62<br>**620**<br>-<br>442<br>**442**|**Restricted**<br>**Funds**<br>**£000**<br>18<br>18<br>-<br>354<br>354<br>28<br>326<br>**344**<br>499<br>-<br>**499**|**Total**<br>**Funds**<br>**2020**<br>**£000**<br>**576**|
|---|---|---|---|
||||576|
||||**2**<br>**445**|
||||**447**|
||||**58**|
||||**388**|
|||||
||||**965**|
||||**499**<br>**442**|
||||**941**|



75 



a charity@oxfordhealth.nhs.uk 

OxfordHealthCharity OxHealthCharity Oxford-health-charity 

Or visit our website for more information: www.oxfordhealth.charity. 

Oxford Health Charity, Warneford Hospital, Warneford Lane, Oxford OX3 7JX