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The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Charity Registration No. 1058878

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

SECTION	PAGE	NUMB
TRUSTEE’S REPORT		3
Foreword by Chair of the Corporate Trustee		3
Who we are		4
What we aim to do: our objectives and activities		4
Highlights from 2024-25		6
How we funded our grants, our achievements and	performance	11
Movement in funds		11
Money received		11
Expenditure on charitable activities		15
Reference and administrative details		21
Structure, governance and management		24
Administration		25
Remuneration of key management personnel		25
Grant making policy		25
Risk management		26
Partnership working and networks		26
Public benefit statement		27
Reserves		27
Going concern consideration		28
Investment policy		28
Present and future projects		28
TRUSTEE’S STATEMENT OF RESPONSIBILITIES		30
INDEPENDENT EXAMINER’S REPORT		31
ACCOUNTS		32
Statement of Financial Activities		33
Balance Sheet		34
Cash Flow Statement		35
Notes to the Financial Statements		36

PAGE NUMBER

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

TRUSTEE REPORT

Foreword by Chair of the Corporate Trustee

Welcome to our annual report for the year ending 31 March 2025.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund (RJAH Charity) has continued to support the Robert Jones and Agnes Hunt Orthopaedic Hospital NHS Foundation Trust (the Trust) in its aim to provide the best possible healthcare to its patients and support to its staff during a very challenging and often difficult time for us all.

During the 12 months from 1 April 2024 to 31 March 2025, we received £635,000 and spent £735,000 supporting the care and treatment of our NHS partner’s patients and the wellbeing of their staff. This might be through providing equipment or enhanced facilities or perhaps by supporting important research which will benefit both our current and future patients. Even small amounts of expenditure can make a large difference.

One source of our funds comes from legacies left by past patients and their family members. We would like to, once again, state our appreciation for the generosity of those who remember us in this way at what is always a difficult time for a family. Through these acts of kind generosity, we can enhance the care and support we give to our patients at our wonderful hospital.

We were also fortunate to receive a further grant from the NHS Charities Together Charity (NHSCT), which, together with the remainder of a grant received last year, was used to improve and make accessible the outdoor facilities on our site by providing passing bays and covered, accessible seating on our Path of Positivity. This facility is enjoyed by patients, staff and visitors alike, whether for activity, as a place to socialise, contemplation or a change of scenery. All beneficial for their wellbeing.

On behalf of the RJAH Charity, I thank everyone who donates funds to us, and I hope you will continue to be inspired to do so. Thank you also to those who have raised funds via activities such as the London Marathon, our Cliffhanger abseil event or by attending our ball, every support generously given is so appreciated. Every such gift matters and if you would like to get involved, details about how to do so are given at the end of this report.

This year, we were delighted to complete the Garden for Alice, a specially designed garden for use by patients of our Children's Unit. This was made possible by the donations and funds raised over the last couple of years and grants received from our very own RJAH League of Friends, the Severn Trent Water Community Fund, the Walker Trust, and the Garfield Weston Foundation. More about the opening of the finished garden, and accompanying pictures, are included in the report below.

Some other highlights for 2024-25 included funding furnishings for the Veteran’s Orthopaedic Centre, equipment for wards, outings for patients on the Midlands Centre for Spinal Injuries, supporting research projects for psoriatic arthritis and metabolic bone health, and helping Trust staff with the cost of living by providing access to a discounted hot meal each day.

Thank you all and I hope you enjoy reviewing this annual report.

Harry Turner Trust Chair and Chair of the Charitable Funds Committee 10 December 2025

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

Who we are

We are the Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund (RJAH Charity), an NHS Charity set up to raise funds and receive donations for the benefit of the NHS. By securing donations, legacies, grants and sponsorship, RJAH Charity can provide the “icing on the cake” to make a real difference for patients and their families and carers, particularly those of the Robert Jones and Agnes Hunt Orthopaedic Hospital NHS Foundation Trust (the Trust).

The Trust is a centre of excellence for healthcare and our partner in fulfilling our charitable aims. The Trust is our corporate trustee with its Board acting on behalf of the corporate trustee. We are managed by a committee, known as the Charitable Funds Committee (CFC), which is made up of designated Trust Board members as detailed in the Principal Officers section below.

We were first registered with the Charity Commission, Registered Charity No. 1058878, on 28 October 1996. The Charity is registered in England and Wales.

Our annual report and financial statements relate to the funds administered for the public’s benefit by the Trust with due regard to the Charity Commission for England and Wales’s guidance on public benefit.

As a subsidiary of the Trust, the RJAH Charity is also consolidated into the accounts of the Trust. A copy of those accounts can be obtained from the address shown on page 24 of this report.

We would like you to support us in our crucial work so please read on and let us tell you more about ourselves, what we do, what we have achieved and how we go about spending the money given to us.

What we aim to do: our objectives and activities

Our mission

By raising new money and careful management of our existing funds, RJAH Charity provides public benefit by making grants to the Trust and the organisations it works with to fulfil its objective, as provided by the Trust Deed:

“Any charitable purpose or purposes relating to the National Health Service wholly or mainly for the service provided by the Robert Jones and Agnes Hunt Orthopaedic Hospital NHS Foundation Trust.”

Given this wide remit, RJAH Charity seeks to add to or enhance the services provided by the NHS whilst ensuring the wishes of the donors are always respected.

The Trust’s stated ambition is to be recognised as the leading centre for orthopaedic care in the UK, with providing the highest quality care as their clear priority and the priority of all who work at the hospital.

We exist to raise funds and receive donations to provide resources and facilities to support the hospital in its work and meet the needs of patients and staff. By securing donations and legacies, we make a real difference to patients together with their families and friends as well as the staff who look after them both directly and indirectly.

We endeavour to ensure all donations are spent in accordance with the wishes of donors.

The income to achieve our objectives and strategy is mainly received from donations and legacies. The main areas of activity are patient and staff welfare, including new and refurbishment building expenditure and equipment provision, as well as medical research.

Generating income and achieving our objectives involves all our partners including staff, patients and their families, carers and the local community.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

Grants are made in accordance with charity law, our constitution and the wishes and directions of donors. In making grants, we endeavour to reflect the wishes of patients and staff by directing funds towards areas they tell us are in most need. During the year 2024-25 grants for charitable activities totaling £595,000 were made (£273,000 in 2023-24). Our plans are to continue to raise our level of fundraising which will help us work with the Trust to transform the care of our patients.

Our key aim is to serve NHS patients, particularly the patients of the Trust for the public benefit. By working with the NHS, we assist patients from every walk of life, irrespective of race, creed, ethnicity or personal or financial circumstances. We put this aim into practice by helping the patients, their families and carers, and visitors to the hospital by:

Funding medical research to understand better the diseases affecting our patients today so that we can develop the cures and therapies of tomorrow.
Enhancing the care our partner hospital can offer through making grants for new equipment and building improvements to deliver better facilities.
Investing in NHS staff by supporting staff training.
Supporting the Trust in the creation of a caring environment for the patients receiving care, their families and visitors.
Making several smaller grants for the provision of extra comforts for patients and supporting social and other activities recommended as part of their rehabilitation.

We do this through a range of programmes funded by you, our generous donors. Highlights of the main fundraising and expenditure undertaken in the year are detailed below to give you a wider understanding of the difference we can make together to patients’ lives both now and in the future. Please note, a breakdown aligned with the income and expenditure accounting notes is given from page 11.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

Highlights from 2024-25

NHS Charities Together (NHSCT)

This year we deepened our partnership with NHSCT to keep growing the Path of Positivity, our accessible green route that gives patients, families and staff a calm space to breathe, move and reconnect with nature. NHSCT originally backed the project through its Covid Appeal and continues to spotlight it nationally as an example of how small, human spaces transform recovery and wellbeing.

“ In many hospitals, you can be stuck staring at the same four walls. The boys love coming here… it’s like being in a park and gives you a sense of normality. It’s so much more than a path” — Kris, patient, on why the Path of Positivity matters.

What we delivered

Inclusive places to rest: Two covered accessible seating pods were installed along the Path, creating weather-proof, year-round spaces for reflection, conversation and time out between therapies, funded through NHSCT.

Covered seating on Path of Positivity

Art that lifts spirits: We collaborated with Designs in Mind to add an uplifting sculpture along the route, reinforcing the Path’s purpose to support mental and emotional wellbeing.

Artwork on Path of Positivity

Why this matters for patients
Patients and families tell us the Path helps reduce anxiety, encourages gentle activity and offers precious time together away from the clinical environment, benefits that aid recovery as much as they ease the day. NHSCT’s own impact reporting highlights how repurposing a disused space into an accessible walkway gives people a “much-needed escape” during recovery; stories from RJAH patients echo that experience.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

Outdoor gym on the Path of Positivity

“The path is the perfect place to take time out from the ward.”
Tony Willacey, MCSI patient, on the Path of Positivity outdoor gym .

National spotlight with ITV’s Loose Women

In July, NHSCT partnered with ITV’s Loose Women, featuring projects that donations bring to life, including our Path of Positivity. Presenter Brenda Edwards visited RJAH to see how a nature-based, outdoor space boosts wellbeing for staff, visitors and patients, and supports people rebuilding their lives after life-changing injuries. The segment helped share our story with millions and underlined the value of charitable giving for practical, everyday recovery.

A shared achievement

The Path began as a simple idea to use our outdoor space better; with NHSCT’s support and our hospital community’s determination, it has become part of the RJAH way of caring. We will keep extending seating, planting and creative features so that everyone, on good days and hard days, has a place to walk, sit, talk and heal.

Veterans’ Orthopaedic Service Fund

We have a number of different funds supporting different areas of the hospital. Particularly well supported is our Veterans’ Orthopaedic Service Fund which allows us to support the veterans’ service in the following ways:

Raised profile and practical support through RAF Shawbury partnership RJAH’s Veterans’ Orthopaedic Centre (VOC) was chosen as RAF Shawbury’s Charity of
the Year for 2025, bringing a full year of fundraising plus hands-on help on site projects such as gardens and remembrance spaces. This partnership both raises the Centre’s profile and channels practical volunteer effort from serving personnel into improvements veterans care about.
Mark D-Day 80 with veterans–students collaboration We teamed up with Telford College to commemorate the 80th anniversary of D-Day,
welcoming students to the VOC to create and exhibit artwork that honours service and sparks conversations between generations. The project deepened community ties, brought more people into the Centre, and supported wellbeing through creative activity.
Expanded wraparound welfare via the Veterans’ Hub Throughout the year, the Veterans’ Hub at the Headley Court VOC provided weekday, walk-
in support coordinated with Shropshire Council’s Armed Forces Outreach and military charities, helping with housing, finance, debt, benefits and wellbeing alongside clinical care. This joined-up model means veterans and families get the practical help they need in the same place they receive specialist orthopaedic treatment.
Chiron – our newsletter for veterans Chiron is the dedicated newsletter for the Veterans’ Orthopaedic Service, sharing updates
from the team and stories from veteran patients. Recent editions have featured a founder’s

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

update on service funding, community partnerships (e.g., RAF Shawbury selecting the service as a charity of the year), visits from units such as the 69 Gurkha Field Squadron, and volunteer spotlights that show the Hub’s culture through veterans’ voices. It also highlights wider community support (e.g., equipment donations) and everyday Hub life (such as the RV Café team who welcome veterans and families).

The Charity funds the cost of printing of Chiron newsletter for veterans

What readers find inside: service news and milestones, partner visits and fundraising, veteran and volunteer interviews, and practical information on how to access support in the Hub, all wrapped up as an accessible, veteran-led window into the Centre thanks to charitable funding.

Recognition for charitable work
We were delighted to see Lt Col Carl Meyer, Clinical Director and founder of our Veterans’
Orthopaedic Service, appointed OBE in the King’s Birthday Honours for services to veterans’ healthcare. Lt Col Meyer established the UK’s first dedicated Veterans’ Orthopaedic Service at RJAH, drawing on his military surgical experience to design a model of care that puts veterans’ needs first. The honour recognises a decade of leadership, innovation and impact for veterans and their families with his professional and charitable work.
Veterans’ merchandise
We offer a small range of Chiron-branded items mugs, coasters, pens and trolley coins in
our veterans theme. They’re a simple, visible way for patients, volunteers and staff to show their support and feel part of one team and raise vital funds too!

Alice Ward Garden

What began as a simple ambition to transform an underused courtyard beside Alice Ward grew into a full therapeutic garden for children and families at RJAH. We launched the “Garden for Alice” appeal to supplement the funds already raised by families and friends of patients on the Children’s Unit, to make the vision possible. With terrific support, donations for the Garden for Alice came from a mix of cornerstone grants and community giving: a £100,000 gift from the League of Friends and £60,000 from the Severn Trent Community Fund, alongside support from the Garfield Weston Foundation, Charles Walker Charitable Trust and The Millichope Foundation. Public fundraising through our JustGiving appeal and local events also played a big part helping funding surpass £240,000 to bring the garden to life.

Early concept sketches were created by student landscape designer Olivia Copley, with Awscape Landscape Architects developing the final plans.

The build formally began with a turf-cutting ceremony in October 2024, marking the start of works to create a fully accessible, sensory outdoor space. Planned features included a vegetable patch, hornbeam trail, woodland walk, rehabilitation zones and sheltered areas for play, learning and quiet time. Local firm Butler Landscapes led construction.

The garden opened in May 2025, when comedian Harry Hill joined the Lord-Lieutenant of Shropshire, Anna Turner, to cut the ribbon and meet children and families on the ward. The opening celebrated a collaborative effort across the hospital and community and highlighted how environment

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

supports recovery and wellbeing for young patients.

Today , the Garden for Alice is a calm, inclusive and year-round space that helps children step away from the clinical setting, spend time with family, and engage in gentle activity as part of their recovery. A newly planted apple tree in memory of Maggie Barnes, a much-loved ward teacher, sits at its heart a reminder that this garden is about care, community and hope.

Below are a few quotes from parents and carers of patients on the Children’s Unit showing some of the benefits the garden has provided.

“ While he was in theatre we sat in the new Garden for Alice. It was so calming it made an anxious time feel manageable.”
Parent carer

“Afterwards we took him outside to the garden for some fresh air and a few games. It didn’t feel like we were in hospital, and I really think it helped his initial recovery.” — Parent carer

Following time spent in the garden…

“We often return from hospital feeling drained, but this time we didn’t feel like that at all.” — Parent carer

“What could have been another challenging experience was made so much easier by the wonderful staff and the environments they’ve created. Thank you to everyone who made the garden possible.”

Parent of a young patient

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

Events

Bridgerton Ball
We threw open the doors for a Bridgerton-themed ball at The Sweeney, and our community absolutely leaned in. It was elegant, playful and wonderfully well supported by local businesses, with guests from across RJAH and the wider area coming together to back patient care.

Even Lady Whistledown found nothing bad to say about the Ball

Sponsors from across Shropshire helped make the night sparkle, including partners such as Lanyon Bowdler, which underlined the event’s strong community feel and corporate support.

Cliffhanger Challenge

Our summer “Cliffhanger” challenge turned the hospital skyline into a fundraising stage. Around sixty brave supporters abseiled, many in fancy dress from Bond to Barbie and Freddie Mercury from a 150-foot crane on site, creating an unforgettable weekend and raising funds for children at RJAH, including the Garden for Alice project. Volunteer Beryl Angel (aged 80) even took the very first descent, setting the tone with real courage.

Proof participants were certifiable

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

How we funded our grants, our achievements and performance

The following figures are taken from the full financial statements, approved on 10 December 2025. The full financial statements and related accounting notes may be viewed from page 32 onwards of this report. This Trustee’s Annual Report and Financial Statements publication has also been lodged with the Charity Commission.

Movement in funds

At the start of the period, 1 April 2024, the total fund balance amounted to £1,460,000. There were no restricted funds held as of 31 March 2024.

By the end of the period, 31 March 2025, the total fund balance amounted to £1,360,000 which was a decrease of £100,000 during the year. There were no restricted funds held as of 31 March 2025.

Income received during 2024-25 was £635,000. Expenditure during 2024-25 was £735,000.

Money Received

We can only continue to support the work of the Trust for as long as we receive the money needed. Almost all our income comes from the voluntary efforts of the general public and legacy gifts. Overall, we received £100,000 less than we spent during 2024-25.

Money received – sources of funds

Total income for the year 2024-25 was £635,000, compared to £733,000 received in 2023-24, a decrease of £98,000, mainly driven by the lower value of legacies received.

Donations

We received £53,000 in donations during 2024-25 compared to £48,000 during 2023-24, an increase of £5,000.

Donations are often made in gratitude for treatment received and in recognition of the role the charity plays in providing the Trust with funds for enhanced facilities, equipment and comforts for treating NHS patients, research projects and by giving staff access to additional training grants and also helping boost morale by subsidising small treats and team-building events and allowing the Trust to show recognition of staff with small retirement gifts and long-service awards.

The number of donations received were so numerous that we cannot list them all in detail but should like to take this opportunity to express our gratitude and heartfelt thanks to all who have and continue to support us which, in turn, allows us to support the patients of the Trust.

The following list is just a breakdown of the generous support for us in 2024-25:

£46,000 was donated directly by patients and their families and friends, and by staff.
£29,000 was received directly from individuals, including £2,000 from our muchappreciated regular donors and £7,000 via the Trust website.
£8,000 was received from families and friends in memory of loved ones. We are always so touched and grateful to be remembered at such a time.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

£7,000 was donated by groups and associations.

Borderland Rotary and British Ironworks donations

£2,000 was received from Trust staff, mainly through the staff lottery.
£7,000 was raised by our supporters from participating in challenges such as an Iron Man Challenge, the Peak District Ultra Challenge, Land’s End to John O’Groats and a tandem parachute jump; organizing a whist drive and a beetle drive and a spectacular Christmas lights display and requesting gifts in lieu of Anniversary or Birthday presents.

Matty Kendrick on his way from Lands End to John O’Groats

Malcom enjoying his tandem skydive adventure

Legacies

Once again, we benefited from the generosity of our supporters who remembered us in their wills. RJAH Charity is always very grateful to receive such legacies as they help us to provide state-of-theart equipment and facilities for our patients. We are aware that we receive these gifts at a sensitive time for the remaining family and friends and we should like to take this opportunity to emphasise

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

how grateful we are to be remembered in this way.

2024-25 legacy income comprised nine legacies totaling £234,000 compared to eight legacies totaling £490,000 in 2023-24, a decrease of £256,000. The 2024-25 legacies included one for £200,000 for the General Fund, of which £160,000 has been received with the remaining £40,000 being accrued for pending property sale. The remaining legacy receipts were for £10,000 or less.

The 2024-25 legacy income includes accruals totaling £73,000 for payments not received but known about and expected as of 31 March 2025. None of these have since been received at the time of writing this report. £2,000 has been written off in 2025-26 on confirmation there are no funds available to make a payment.
All the legacies were unrestricted, thus being available for us to use freely to further our objectives and benefit patients, their families and carers as well as staff. They were allocated to a relevant designated fund, in line with any wishes expressed in the wills, or to the General Fund.
We recognise legacy income only once it is probable that the incoming resources will be received, and the value of those incoming resources can be reliably measured.
We have a subscription with an agency which reviews wills as they are released after going through probate and notifies us of the existence of potential legacies.
Again, we are touched to be remembered in this way and always try to take the wishes expressed in wills into account or discuss an acceptable alternative area of spend with families and/or executors where it is not possible to honour specific requests for whatever reason.

General grants

Grants totaling £36,000 were received during 2024-25 (£66,000 in 2023-24).

Four general grants were received in 2024-25, including £27,000 from Headley Court Charity and £8,000 from NHS Charities Together Charity (NHSCT). Three grants were received in 2023-24, all from NHSCT.

£27,000 from Headley Court Charity to fund a veranda-style shelter to enhance patient wellbeing at the Headley Court Veterans’ Orthopaedic Centre.
£8,000 from NHS Charities Together (NHSCT) as the final payment of a £38,000 grant funding outdoor artwork and seating to further develop the Path of Positivity.
Small grants were also received from Oswestry Town Council for the planting of trees, and via Stan’s Superstore from NISA’s Making A Difference Locally Charity (MADL).

Other trading income - fundraising

A gross total of £242,000 was raised during 2024-25, an increase of £175,000 on the £67,000 raised during 2023-24.

£201,000 was raised for the Children’s Unit’s Alice Ward Garden Appeal.

As mentioned in previous year’s reports, a need to improve the existing facilities available to paediatric patients at the Trust was identified by Alice Ward staff and leadership. Patients can be long-term, and the space currently is not utilised to best effect due to limitations, required adaptations for beds and wheelchairs. Plans were drawn up and the significant amount raised this year means work started on the garden, with completion during 2025-26.

£190,000 of this income came from grants:

£100,000 from the Robert Jones and Agnes Hunt Orthopaedic Hospital’s League of Friends Charity.
£55,000 from Severn Trent Water’s Severn Trent Community Fund.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

£25,000 from The Walker Trust.
£10,000 from The Garfield Weston Foundation.

£8,000 from donations by individuals, groups and associations.

Funds donated to Alice Ward Garden raised from Fireman John’s Christmas Lights

£3,000 from funds raised by entrants to our Cliffhanger bungee jump.

£34,000 was raised for the General Fund by runners who had been awarded one of our charity places in the London Marathon. Although the marathons take place in April, places are awarded to runners from the previous September, and they commence their fundraising some months prior to and after the race. £18,000 related to 2025 and £16,000 to 2024 London Marathons. This total is £18,000 less than was raised in 2023-24.

Some of our runners being presented with their certificates and in action

£5,000 was raised for the General Fund from a Bridgerton themed ball, organised by members of staff.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

£2,000 was raised for the Veterans’ Centre from sales of memorabilia.

Memorabilia sold to raise funds for the Veterans' Centre

Please see Note 7 to the Accounts on page 42 for the expenditure for these fundraising events.

It has been encouraging to see a variety of fundraising events during 2024-25, both externally organised events, such as the London Marathon, and the smaller fundraising events held by our runners, walkers and riders, as well as our individual supporters. We feel sure our supporters will do their best to find many alternative, entertaining and successful ways of raising funds.

The varied activities carried out by us on behalf of our patients are all made possible by the generosity of so many different people. So, thank you once again to everyone who contributed and to those who continue to support us.

Other income - interest on cash deposits

We earned £70,000 of interest on cash deposits during 2024-25, compared to £62,000 during 202324. This was driven by the continued higher rate of the interest receivable rate seen towards the end of 2023-24 available for funds held within the Government Banking Service, which pays interest at just below the Bank of England’s base rate. The Charitable Funds Committee has agreed that the interest income which would be obtained in commercial bank deposit funds was not significantly competitive enough to outweigh the potential risks, given the uncertain economic climate and the lack of protection for funds held over £85,000 within any other provider. Investment decisions are made in line with our Investment Policy which lays down strict criteria on the rating levels for organisations required before a cash deposit may be considered and requires the protection of funds held from potential loss to be considered.

Expenditure on charitable activities

Total expenditure on charitable activities during 2024-25 was £667,000 compared to £337,000 in 2023-24, an increase of £330,000. See Note 8 to the accounts below. These values are inclusive of the apportioned Support Costs, as are the headline figures for each expenditure category, see Note 9 to the accounts below.

Our charitable work is accounted for under six programme areas, plus the support costs we incur.

The focus of our charitable work is to enhance patient care, firstly by funding equipment, facilities, therapies, training, and staff morale, secondly through supporting patients and their carers and families. During the year we continued to support a wide range of charitable and health related activities benefiting patients, their carers, their families, and the hospital staff who care for them. Funds were used to purchase goods and services over and above those provided by the hospital from central NHS funds.

Detailed examples of expenditure against grants made by the Charity are given under the “Highlights from 2024-25” section above, from page 6 onwards. The differences between the total expenditure and the itemised expenditure below are the Support Costs allocated over the various categories.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

Building and refurbishment

Total 2024-25 expenditure on building and refurbishment grants made to the Trust was £286,000 including £31,000 allocated support costs, compared to £20,000 including £4,000 allocated support costs in 2023-24, an increase of £266,000.

The main area of expenditure in 2024-25 was £205,000 for landscaping and building works on the Children’s Unit’s Alice Ward Garden.

Other expenditure comprised:

£33,000 on passing bays and covered seating pods and groundworks for an art installation for the Path of Positivity, funded by a grant from NHS Charities Together.
£11,000 on installing air-conditioning in two Physiotherapy offices.

Physiotherapy staff showing their delight in having air conditioning installed in their windowless office

£5,000 on architect fees for the Therapies Gym for spinal injuries patients.
£1,000 on blinds for the Children’s Unit play and activities room.
Bedding plants and baskets for outside the Montgomery Tumour Unit

“Willing” volunteers helping improve the garden beds outside Montgomery Ward

Equipment and software

Total 2024-25 expenditure on equipment and software grants made to the Trust was £56,000 including £6,000 allocated support costs, compared to £95,000 including £18,000 allocated support costs in 2023-24, a decrease of £39,000.

The NHS, of course, buys much of its own equipment for day-to-day use and has its own capital programme. However, with advances in technology and technological obsolescence of existing equipment, we can make a real difference to patients by purchasing various pieces of software and equipment.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

Expenditure comprised:

£20,000 on the Patient Feedback System software which allows patient experience feedback data to be received in real time and has proved beneficial for giving a check on patients’ experiences of the services we provide and promoting a strong a culture of listening to patients, facilitating our understanding of where improvements are required.
£10,000 on a mobile vital-signs observation machine, a walking aid to promote patient independence, a rehabilitation chair, and eight stacking chairs for Sheldon Ward.
£4,000 on a new paint spray booth for ORLAU’s orthotics workshop.

Paint spray booth for ORLAU Digital wheelchair scales

£4,000 on digital wheelchair scales, visitor chairs for outpatients, a smart TV for the Day Room, a lockable noticeboard, and universal remote controls and holders for the Children’s Unit.

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Visitors’ chairs for Children’s Unit Outpatients and a smart TV for the Dayroom

£4,000 on furniture and furnishings and gallery hanging-system rails for the Headley Court Veterans’ Orthopaedic Centre.
£3,000 on a supportive, reclining chair for oncology patients on the Tumour Unit.
Three spine demonstration models and a three in one wooden jump box for the Spinal Injuries Unit, a voice recorder for use on Clwyd Ward, and the annual funding of the Your Space app for staff networks to support training and development.

Medical research

Total expenditure on medical research grants made to the Trust in 2024-25 was £53,000 including £6,000 allocated support costs compared to £54,000 including £10,000 allocated support costs in 2023-24, an increase of £3,000 excluding allocated support costs.

Expenditure comprised:

£20,000 on a metabolic bone research database with the aim of producing high quality research studies to improve patient outcome through the development of a regional and national RJAH-based metabolic bone registry.
£11,000 on the continuation of a pilot study regarding biologic therapies for psoriatic arthritis, to evaluate how patients may be stratified to receive targeted biologic therapy for their disease subset with the aim of achieving better disease control and avoiding the use of blind, broad-spectrum biologics.
£8,000 towards a Research Assistant for the Spinal Injuries Unit.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

£6,000 sponsoring a PHD course studying psoriatic arthritis disease.
£3,000 for metabolic bone research support staff.

Patient education and welfare

Total expenditure on patient education and welfare grants made to the Trust in 2024-25 was £24,000 including £3,000 allocated support costs, compared to £31,000 including £6,000 allocated support costs in 2023-24, a reduction of £7,000.

Expenditure comprised:

£9,000 to provide Spinal Injuries Unit patients with rehabilitation therapy social activities, such as funding places and hiring a wheelchair adapted vehicle to enable patients to attend an activity week at the Calvert Trust in Keswick and outings for lunch or coffee and cakes, all of which help with patient confidence for returning to life outside the hospital and improve morale meanwhile.

Spinal Injury Unit patients enjoying an outdoor activities week in Keswick

£8,000 on water coolers.
Presents for patients in hospital over the Christmas period, the printing of a regular newsletter and leaflets and purchase of promotional items for the Headley Court Veterans’ Orthopaedic Centre, and fine motor activities equipment for patients on the MCSI Spinal Injuries Unit to alleviate boredom and increase motor function where possible.

Staff education and welfare

Total expenditure on staff education and welfare grants made to the Trust in 2024-25 was £247,000 including £26,000 allocated support costs compared to £110,000 including £21,000 allocated support costs in 2023-24, an increase of £137,000. The increase is mainly due to the full-year effect of the practical cost of living support for staff, detailed below.

Significant expenditure comprised:

£97,000 on cost-of-living support for staff on site in the form of free toast or porridge for breakfast, free beverage provisions for work areas, and one discounted “winter warmer” meal available from November 2024 to March 2025.
£50,000 for the annual non-statutory training grant,
£30,000 on two legacy nurse mentoring posts for experienced nurses who provide coaching, mentoring and pastoral support to staff at the start of their careers.
£10,000 on conflict resolution training for MSCI Spinal Injuries Unit staff to help them to support patients requiring psychological support and prevent the escalation of any aggressive behaviours.
£8,000 on staff retirement gifts and long-service awards.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

Presentation of long service award certificates to staff who look happy to work here

£8,000 on funding staff to attend various courses and attend clinical conferences.
£5,000 to support the annual Staff Togetherness Week with costs including a free meal, ice creams and a photo booth.

Staff enjoying chatting over a free meal and ice-creams for Togetherness Week

£4,000 on providing a subsidised staff Christmas lunch.

Staff receiving their vouchers for the much looked forward to Christmas Lunch

£2,000 on membership of the Cavell Trust, which is a charity that supports nurses experiencing difficult times.

Other costs

Other costs for 2024-25 were £1,000 with no allocated support costs compared to £27,000 including £5,000 allocated support costs for 2023-24, a decrease of £26,000 driven by the one-off costs incurred in 2023-24 for the opening of the Headley Court Veterans’ Orthopaedic Centre and the commissioning of a stakeholders’ review re the development of the centre.

In 2024-25 the expenditure was mainly on flags for the Veterans’ Centre.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

Fundraising costs

Fundraising costs for 2024-25 were £68,000 including £7,000 of allocated support costs, compared to £42,000 including £8,000 of allocated support costs in 2023-24, an increase of £26,000. The increase was driven by the RJAH League of Friends’ Fundraising SLA fee of £45,000 not previously charged for, mitigated by a one-off cost in 2023-24 of £21,000 for a scoping and funding feasibility review for phase two of the Headley Court Orthopaedic Veterans’ Centre.

Expenditure comprised:

£45,000 for fees relating to the fundraising services agreement with the RJAH League of Friends for the period 1 January 2024 to 31 March 2025;
£7,000 for places, tops and fundraising sundries for the London Marathon;
£4,000 on the cost of holding a Bridgerton style ball;
£1,000 on places in the Chirk 10k run;
£1,000 for online donation fees;
£1,000 for a website to facilitate multi-event entries in support the RJAH20Thrive scheme;
£2,000 for other expenditure including a backdrop with the Charity’s logo, merchandise to be sold in the Headley Court Orthopaedic Veterans’ Centre and the annual Fundraising Regulator’s membership fee.

See Note 7 to the Accounts on page 42. Details of funds raised are given in Note 5 to the Accounts on page 41.

The RJAH Charity Office is run by the RJAH League of Friends Charity’s staff under a service level agreement and this cost falls under support costs. There is provision within the service level agreement with the League of Friends for additional services to be supplied to raise funds for specific areas or appeals. This was not charged for in 2023-24 but was charged in full for the period from 1 January 2024 to 31 March 2025 and it was agreed by the RJAH Charity’s Charitable Funds Committee that the annual charge of £36,000 should be invoiced quarterly in advance going forward.

Support costs

Support costs were £79,000 for 2024-25 compared to £72,000 for 2023-24, an increase of £7,000.

Support costs are allocated over the other expenditure headings on a pro-rata value basis. See Note 9 on page 43.

Administration costs include the Trust salary costs relating to those carrying out our financial administration processes on a day-to-day basis, together with our other operational costs including bank charges, a legacy notification service and the annual charitable funds accounting and the customer relations management software licence fees. These were apportioned over the charitable activities grants payable on a pro-rata basis.

Governance costs are those associated with governance arrangements and include the proportion of time devoted to the charitable funds by the Chief Finance Officer, NHSCT membership and Independent Examination fees. Governance costs are charged to the undesignated General Fund.

A fixed proportion of the relevant finance salaries are charged to the Charitable Funds, this accounted for £48,000 in 2024-25 (£44,000 in 2023-24). The total hours of support given and recharged remained the same, at around 40 hours per week on average over the year.

The Charity Office and Fundraising Services are provided by RJAH League of Friends Charity under a service level agreement, at a cost of £20,000 per year. Charity Office administration includes applying for grants, liaison with donors and fundraisers as well as publicity of the Charity's activities, plus related administration such as receipting and correspondence, and related record keeping.

The estimated support costs approved by the Charitable Funds Committee prior to each financial year are allocated across the charitable activities and fundraising expenditure areas on a pro-rata basis on fund balances and included in the totals mentioned in the paragraphs above.

Accountants’ fees for the independent examination were accrued for at £7,000 for 2024-25 and the invoiced fee was £5,000 2023-24. Other costs include our subscription to NHS Charities Together, the charitable funds accounting software licence fee, bank charges and a legacy notification service.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

Reference and administrative details

Officers and professional advisers report

Trustee details

The Trust is the corporate trustee, and the hospital Trust Board has devolved responsibility for the on-going management of the funds to the Charitable Funds Committee which administers the funds on behalf of the corporate trustee.

Principal Officers

As the Trust Board is the corporate trustee, members of the Trust Board are not individual trustees under charity law but act as agents on behalf of the corporate trustee. For information, the names of those people who were Trust Board members during 2024-25 and up to the date of this report were as follows:

Name

RJAH NHS FT Board Role

Harry Turner Chair Martin Evans Non-Executive Director Sarfraz Nawaz Non-Executive Director Martin Newsholme Non-Executive Director Penny Venables Non-Executive Director Lindsey Webb Non-Executive Director Stacey Keegan Chief Executive Craig Macbeth Chief Finance Officer Angela Mulholland-Wells Chief Finance & Commercial Officer Ruth Longfellow Chief Medical Officer Paul Kavanagh-Fields Chief Nurse & Patient Safety Officer Sam Young Acting Chief Nurse & Patient Safety Officer Sarah Needham Acting Chief Nurse & Patient Safety Officer Mike Carr Chief Operating Officer

Charitable Funds Committee (CFC) – terms of reference

1. Constitution

1.1. The corporate trustee of the Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund has delegated operational management of the Fund to the Charitable Funds Committee. This is not a sub-committee of the Board but rather acts as agent for the corporate trustee. It has no executive powers other than those specifically delegated in these Terms of Reference.
1.2. The corporate trustee approved the establishment of the Charitable Funds Committee for the purpose of:
1.2.1. Ensuring stewardship and effective management of funds which have been donated, bequeathed and given to the Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund for charitable purposes.
1.2.2. Determining an investment strategy and arrangements for the investment of funds which are not immediately required for use.
1.2.3. Coordinating the provision of assurance to the corporate trustee that the funds are accounted for, deployed and invested in line with legal and statutory requirements.
1.2.4. Considering and approving the annual accounts for charitable funds for submission to the corporate trustee.

2. Role

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

2.1. The role of the Committee is to oversee the management of the affairs of the Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund. This is a delegated duty carried out on behalf of the Robert Jones and Agnes Hunt Orthopaedic Hospital NHS Foundation Trust as sole corporate trustee of the Charity.
2.2. The role is to ensure that the charity acts within the terms of its declaration of trust and appropriate legislation and to provide information to the trustee to enable it to gain assurance that the charity is properly governed and well managed across the full range of activities in line with the Charity’s Governance Framework.

3. Membership

3.1. The membership of the Committee shall consist of:
3.1.1. Foundation Trust Chairman
3.1.2. Foundation Trust Chief Executive
3.1.3. Two Non-Executive Directors including the Audit & Risk Committee Chair who will serve as Deputy Chair of the Charitable Funds Committee
3.1.4. Chief Finance Officer
3.2. A quorum will be two Non-Executive Directors (or the Chairman and one Non-Executive Director) and one Executive Director. The Trust Chairman will chair the Charitable Funds Committee.

4. Attendance

4.1. The following individuals shall normally be in attendance:
4.1.1. Finance Manager with responsibility for Charitable Funds
4.1.2 Manager with responsibility for fundraising
4.1.3 League of Friends representative
4.1.4 Orthopaedic Institute representative
4.1.5 All directors may attend should they wish to do so.
4.2. Finance shall agree the agenda with the Chair of the Committee, collate and distribute the papers and keep a record of matters arising and issues to be carried forward.

5. Frequency of meetings

5.1. The Committee will meet not less than four times a year, with one of those meetings attended by all of the directors. The Chair may at any time convene additional meetings of the Committee to consider business that requires urgent attention.
5.2. Members may participate in these meetings by telephone, video or computer link and participation in this manner shall be deemed to constitute presence in person at the meeting.

6. Authority

6.1. The Committee is authorised to oversee the management of the Charitable Funds, within its terms of reference and the charity’s Governance Framework.
6.2. It will approve fundraising and expenditure within the limits delegated to it. It is authorised to seek any information it requires from any employee and all employees are directed to co-operate with any request made by the Committee.
6.3. The Committee is authorised by the Trustee to obtain outside legal or other independent professional advice and to secure the attendance of outsiders with relevant experience and expertise if it considers this necessary.

7. Reporting

7.1. The Committee will circulate copies of the minutes of its meetings to all Board members.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

7.2. The Charity’s Annual Report will be presented to a meeting of the corporate trustee.
7.3. The Committee will also undertake a self-assessment and produce an annual report of its activities and effectiveness.

8. Key responsibilities

8.1. To manage the affairs of the Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund within the terms of its declaration of trust and appropriate legislation.
8.2. To approve and review every three years the charity’s Governance Framework which sets out the key principles of the charity and its day-to-day running including:
Investment and Banking Policy - to manage the investment of funds in accordance with the Charities’ Act 2011 and, if necessary, appoint fund managers to act on its behalf.
Expenditure Policy – to ensure funding decisions are clinically and ethically appropriate, consistent with the charity’s objectives and provide added value and benefits to the patients and staff of the Trust above those afforded by the Exchequer funds.
8.3. To receive regular reports on fundraising activities.
8.4. To implement as appropriate, procedures and policies to ensure that accounting systems are robust, and donations received and recorded as instructed.
8.5. To approve the Trustee’s Annual Accounts and Report and to ensure that all relevant information is disclosed.
8.6. To identify and consider the major risks to which the Charity is exposed and review the systems to mitigate those risks.
8.7. To evaluate its own membership and performance on an annual basis.
8.8. To keep abreast of Charity Commission guidance, charity law and other governance and legal requirements relating to charities.
8.9. To review annually these terms of reference, recommending any changes.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

Principal Charitable Fund Adviser to the Trustee

The Chief Finance Officer acts as the Principal Charitable Fund Adviser to the corporate trustee, under an approved scheme of delegated authority. They are responsible for ensuring that the funds are managed appropriately and with due regard to their purpose and requirements.

Principal Professional Advisers:

Independent Examiner WR Partners Whittingham Riddell LLP Belmont House Shrewsbury Business Park Shrewsbury SY2 6LG Solicitors Hill Dickinson No.1 St Paul's Square Liverpool L3 9SJ

Bankers Government Banking Service Southern House (7[th] Floor) Wellesley Grove Croydon CR9 1WW

Principal Addresses

Registered Office RJAH Charity Fundraising Office RJAH Orthopaedic Hospital NHS Foundation Trust Gobowen Oswestry Shropshire SY10 7AG

Email addresses rjah.charity@nhs.net rjah.fundraising@nhs.net

Website https://www.rjah.nhs.uk/charity.aspx

Structure, Governance and Management

In its operation of the charitable funds, the corporate trustee has had regard to the Charity Commission’s guidance on independence and established the Charitable Funds Committee to assist in maintaining independence. It does this by ensuring that the use of charitable funds is focused on the needs of the NHS patients, their carers and their families.

All the funds held on trust as at the date of registration on 28 October 1996 were unrestricted. Our restricted funds were created after this date following the receipt of legacies with restrictive bequests and for the Appeals. Subsequent donations and gifts received that are attributable to the original funds are added to those fund balances within the existing charity. Apart from solicited donations to our appeal, all donations received are explicitly agreed with the donor to be unrestricted but with a preference, which is non-binding on the trustee, about where to spend the money. This is why they are treated as designated rather than restricted.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

To assist the corporate trustee in the day-to-day management of the unrestricted charitable funds, the funds available for spending are allocated to designated funds within the General Fund related to the purpose of the donation or gift. For example, there are undesignated charitable funds for wards, for research and for specific areas such as the Midlands Centre for Spinal Injuries. Where no specific area is indicated then the gift is allocated to the non-designated General Fund.

Our funds are invested and accounted for separately from other income received by the hospital for the provision of healthcare. This is in accordance with the requirement of the Charities Act 2011.

The corporate trustee fulfils its legal duty by ensuring that funds are spent in accordance with the objects of each fund and by designating the funds the trustee respects the wishes of our generous donors to benefit patient care and advance the good health and welfare of patients, and the carers and staff who look after them.

New Trust Board members, as agents for the corporate trustee, are committed to familiarise themselves with their responsibilities. In broad terms, trustees have a duty to ensure compliance with charity law and accounting regulations set out by the Charity Commission; a duty of prudence in ensuring that we remain solvent, and income and property is applied solely for the purposes held within the governing document; and they also have a duty of care to donors and potential donors.

Our governing document is a Model Declaration of Trust dated January 1995 and is a legal document registering with the Charity Commission and states our purposes, also known as our objectives.

Full use is made of Charity Commission guidance and support for trustees, which is available via their website.

The accounting records and the day-to-day administration of the funds are dealt with by the Finance Department located at RJAH NHS FT, Gobowen, Oswestry, Shropshire, SY10 7AG.

Administration

Charitable funds received are accepted, held and administered as funds held on trust for purposes relating to the health service in accordance with the National Health Service Act 1977, the National Health Service and Community Care Act 1990 and the National Health Service Act 2006. These funds are held on trust by the corporate body.

Our Annual Report and Financial Statements for the year ended 31 March 2025 have been prepared by the corporate trustee in accordance with Part 8 of the Charities Act 2011 and the regulations made thereunder: the Charities (Financial Statements and Reports) Regulations 2008 and the Regulatory Reform (National Health Service Charitable and Non-Charitable Trust Financial Statements and Audit) Order 2005.

The financial statements are presented under the Statement of Recommended Practice (SORP), Financial Reporting Standard 102 (FRS 102).

As of 31 March 2025, we are constituted of a total of 11 funds. These comprise an over-arching unrestricted General Fund split into one undesignated fund and 10 designated sub funds.

The Charitable Funds Committee (CFC) operates within the terms of reference and delegated powers set out by the Trustee. Members decide policy and make sure it is implemented. Day to day management is delegated to the Chief Finance Officer.

Remuneration of Key Management Personnel

We are overseen by the CFC, made up of Trust Board members who are seconded to this committee as part of their employment terms. There is no charge made by the Trust to us for their time and none of them receive any remuneration for their work on our behalf.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

Grant Making Policy

The use of our funds is restricted by the governing document which established us for the purposes connected with the NHS. All grant requests must be countersigned by the relevant Fund Manager to confirm that expenditure would be in line with the strategic objectives of the division and the Trust. Authorisationis subject to the delegated authority levels previously listed. Grants are normally made from our unrestricted funds. These funds consist of two elements, the General Fund and the designated sub-funds of the General Fund.

General Fund – constituted of gifts received where no preference as to its expenditure by donors. Any member of staff may apply for a grant from the General Fund. Typically, this fund is used for areas with no or insufficient designated funds, or for hospital wide events or purchases.

Designated Funds – these contain gifts where a wish was expressed to benefit a particular part of the hospital or activity by the donor at the time the gift was made. Although their nomination is not binding on the trustee, the designated funds exist to enable us to honour the wishes of our donors without placing restrictions on us which might result in the monies not being spent in a timely manner. Each fund has a fund advisor, usually the clinical lead or the ward manager, who makes recommendations on proposed grants. Whilst these recommendations are not binding on the trustee, they are normally accepted.

Risk Management

The major risks to which we are exposed have been identified and considered. The Charitable Funds Committee has established a risk register which records these key risks, the steps taken to mitigate them, and any actions required. This register is reviewed by the Committee as a standing agenda item and updated as required.

The most significant risks identified relate to the current economic climate including:

The impact on the level of donations received. We are seeking to mitigate this by:
striving to increase awareness about us, including our objectives and our activities;
• ensuring shortcuts and links are available on our website to affiliated donation and fundraising websites;
providing a link on our website to accept online donations directly;
reporting on fundraising and donations at every CFC meeting;
publicising fundraising activities and charitable expenditure; and
developing a fundraising strategy.
The potential loss of funds on deposit should the financial organisation fail. We are seeking to mitigate this by taking the decision not to invest on the stock market and keeping funds in commercial banks which meet specific ratings aligned to NHS England guidance as followed by the Trust with a fund investment maximum per banking organisation as per FSA protection.

We have an Investment Policy and a Reserves Policy which are approved by the Committee and are reviewed every 3 years. This is discussed in greater detail in the Reserves and Investment Policy sections on pages 27 and 28.

Partnership Working and Networks

The Trust is a related party by virtue of being our corporate trustee. By working in partnership with the Trust, the charitable funds are used to best effect. When deciding upon the most beneficial way to use charitable funds, the corporate trustee has regard to the main activities, objectives, strategies and plans of the Trust. However, overriding this, the corporate trustee is required by the Charity Commission to ensure all decisions are made in our interest to further our charitable objects and that there is a clear and open process of decision making by the corporate trustee.

The trustee safeguards our independence by ensuring that sound governance arrangements are in

place, in line with guidance issued by the Charity Commission.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

RJAH Charity is one of over 250 NHS-linked charities in England and Wales who are eligible to join NHSCT. A representative attends the Members’ Interests Groups, together with representatives of other NHS charities, where topics of mutual interest are disseminated and discussed with experience and advice shared. The Association also enables us to band with other charities to lobby government departments and others on issues affecting the future of NHS charities.

As a member of NHSCT, we were grateful to be able to receive grants from them in both 2024-25 and 2023-24.

Public Benefit Statement

The activities carried out for the public benefit by us, in partnership with the Trust, are broadly covered by the aims to:

enhance the provision of high-quality patient care for the public benefit;
support research in areas relevant to the hospital’s activity and patients, making such research publicly available; and
support the provision of healthcare free at the point of need and care for the patients, families, carers and staff by focusing on areas not covered or fully supported by central NHS funds.

When setting these objectives and carrying out the activities described below the trustee has regard to both the Charity Commission for England and Wales’s general guidance on public benefit and our objectives.

Reserves

Our reserves policy takes note of the Charity Commission publication CC19 Charities and Reserves and requires a minimum balance of reserves to meet four months of expected expenditure.

This publication defines reserves as being that part of a charity’s unrestricted funds freely available to spend on any of a charity’s purposes. This definition excludes restricted income funds, although holding such funds may influence a charity’s reserve policy. Reserves will also normally exclude amounts designated for essential future spending.

Charity law requires any income received by a charity to be spent within a reasonable period of receipt and trustees should be able to justify the holding of this income as reserves.

The reserve is calculated as being that part of this charity’s unrestricted funds that is freely available after taking account of designated funds which have been earmarked for specific purposes and future commitments where there is no legal liability and which are, therefore, not provided for as liabilities in the accounts.

Calculation of reserves held as of	Calculation of reserves held as of
31 March 2025

Total Funds	£1,360,000
Less restricted	(£0)
Less designated funds and commitments not provided for as a liability in the accounts	(£1,218,000)
Reserves	£142,000

The calculated reserves available of £142,000 held as of 31 March 2025 are sufficient to meet the four months’ administration support and fundraising cost target of £43,000. The Reserves amount covers the minimum required to ensure the Charity is able to continue whilst seeking to raise additional funds. A large part of the designated funds has not been committed to specific expenditure so are available to the CFC for re-allocation should the need arise. The full year’s cost of regularly funded expenditure is £190,000, of which £71,000 is included in the commitments.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

Our reserves as of 31 March 2025 are lower than the £339,000 held as of 31 March 2024 and approved grants commitments at £150,000 are lower than those as of 31 March 2024 which totaled £280,000.

The CFC is mindful of the Charity Commission’s requirement that funds be spent in a timely manner and that reserve levels should not be deemed high, the level held is 10% of total funds and Fund Managers are being encouraged to put forward expenditure plans to meet this requirement.

Going concern consideration

We have a duty to consider the future viability of the charity and whether we believe we will continue as a going concern. The CFC has reviewed our status on behalf of the corporate trustee and has concluded there are no material uncertainties about our ability to continue as a going concern. Nor are we aware of any material uncertainties affecting the current year’s accounts.

The CFC receives regular reports on our financial status, including current assets held and future expenditure committed to. They review the value of the actual reserves held compared to the minimum reserve target, which has been set to cover a minimum of 4 months of normalised spend. They consider estimated future revenue streams.

In future years, the key risk to us is a fall in income from donations or legacies. However, we do not commit to expenditure above the funds held at any time and thus are able to respond to a reduction in income by reductions in grant expenditure. Having taken these areas into consideration, the CFC has a reasonable expectation that we have adequate resources to continue in operational existence for the foreseeable future, 12 months from the date of signing of these accounts. See the risk management and reserves sections of the annual report for more information.

For this reason, we consider the going concern assumption is an appropriate basis on which to prepare these financial statements.

Investment policy

The Trustees have adopted a prudent investment policy in the face of an uncertain financial climate. The policy is also informed by cash flow requirements, in particular the expectation of any significant expenditure or fundraising due to occur.

The Trustees have decided not to invest in equities and to place the funds on deposit, having due regard to the security rating of the investment bodies, with a view to maximising the return whilst maintaining security. This decision will be reviewed in the light of any improvement or positive change to the investment market.

The Trustees have decided that if, in the future, funds were to be invested in equities then no investment would be made in companies which derive a substantial amount of their profit from investment in tobacco, gambling or alcohol.

At the end of 2024-25 no funds were invested long term, and all funds were held with the Government Banking Service current account.

Present and Future Projects

Headley Court Veterans’ Orthopaedic Centre

We have received a £27,000 grant from the Headley Court Charity, who funded the majority of the building work for the Veterans’ Orthopaedic Centre, to build a veranda-style shelter to enhance patient wellbeing at the Veterans’ Centre.

DEXA Scanner

We have approved a grant for £116,000 for an additional DEXA Scanner. The DEXA service located at RJAH is the lead provider for DEXA scans across a large catchment area and currently runs from an individual scanner. The service demand has increased year on year and the requirement for an

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

additional scanner is more evident than ever. Patients will be able to be seen more efficiently and have a greater choice in appointment availability across seven days. This scanner will allow the service to continue to develop and take part in research projects which will benefit both our English and our Welsh patients.

RJAH Gardens Volunteering Project

A grant of £30,000 over three years has been approved to fund a part-time Head Gardener, volunteer recruitment, safeguarding checks, training, and essential gardening tools. This ensures year-round maintenance of RJAH gardens, enhances patient and staff well-being, and provides structured volunteer opportunities, aligning with NHS sustainability and therapeutic care initiatives.

The project is expected to enhance patient well-being by creating therapeutic green spaces, supporting mental health, rehabilitation, and recovery. Structured garden therapy sessions provide relaxation, physical activity, and social engagement. Well-maintained gardens offer a calm, healing environment, improving patient experience and aligning with NHS sustainability and holistic care initiatives.

The RJAH League of Friends have agreed to oversee this scheme as they already manage and administer the numerous volunteers who enhance the patient and visitor experience at the Hospital.

Approved on behalf of the corporate trustee:

Harry Turner Trust Chair and Chair of the Charitable Funds Committee 10 December 2025

The Robert Jones and Agnes Hunt Orthopedic Hospital Charitable Fund Year ending 31 March 2025

Trustee’s statement of responsibilities

The trustee is responsible for preparing the Trustee’s Annual Report and the financial statements 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 financial statements 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 financial statements, the trustee is required to:

select suitable accounting policies and then apply them consistently;
observe the methods and principles in the Charities SORP;
make judgments and estimates that are reasonable and prudent;
state whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements; and;
prepare the financial statements 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 them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are 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.

Signed on behalf of the trustee:

Harry Turner Trust Chair and Chair of the Charitable Funds Committee The Robert Jones and Agnes Hunt Orthopaedic Hospital NHS Foundation Trust 10 December 2025

The Robert Jones and Agnes Hunt Orthopedic Hospital Charitable Fund Year ending 31 March 2025

Registered Charity No. 1058878

THE ROBERT JONES AND AGNES HUNT ORTHOPAEDIC HOSPITAL CHARITABLE FUND

ACCOUNTS FOR THE YEAR ENDED

31 MARCH 2025

The Robert Jones and Agnes Hunt Orthopedic Hospital Charitable Fund Year ending 31 March 2025

Statement of Financial Activities for the year ended 31 March 2025

2024-25 Unrestricted	2024-25 Restricted £000	2024-25 Total funds	2023-24 Unrestricted funds	2023-24 Restricted funds	2023-24 Total funds
£000		£000	£000	£000	£000
323 41 70	0 201 0	323 242 70 635 (68) (667) (735) (100) 0 (100) 1,460 (100) 1,360	604 67 62	0 0 0 0 0 0	604 67 62
434	201		733		733
(68) (466)	0 (201)		(42) (337)		(42) (337)
(534)	(201)		(379)	0	(379)
(100) 0	0 0		354 228	0 (228)	354 0
(100)	0		582	(228)	354
1,460 (100)	0 0		878 582	228 (228)	1,106 354
1,360	0		1,460	0	1,460

There were no other recognised gains or losses for the year. All income and expenditure derive from continuing activities.

The transfer between funds during 2023-24 relates to the funds transferred from the restricted Veterans' Orthopaedic Centre Appeal Fund to a new designated fund on completion of the appeal.

A restricted fund for the Alice Ward Garden was opened and closed during 2024-25.

Notes 1 to 20 form part of these Financial Statements.

The Robert Jones and Agnes Hunt Orthopedic Hospital Charitable Fund Year ending 31 March 2025

Balance Sheet as at 31 March 2025

Balance Sheet as at 31 March 2025	Balance Sheet as at 31 March 2025	Balance Sheet as at 31 March 2025	Balance Sheet as at 31 March 2025
Note 2024-25 2023-24 £000 £000 ~~a~~
Current assets
Debtors	11	76	112
Cash at bank and in hand	12	1,349	1,376
		1,425	1,488
Current liabilities
Creditors: amounts falling due within 1 year	13	(65)	(28)
Net current assets		1,360	1,460
Total assets less current liabilities		1,360	1,460

Net assets		1,360	1,460
Funds
Unrestricted funds:
General fund		292	339
Designated funds		1,068	1,121
Total funds	14	1,360	1,460

All funds were unrestricted at 31[st] March 2026 and 31[st] March 2025.

Notes 1 to 20 form part of these Financial Statements.

These Financial Statements of the Robert Jones and Agnes Hunt Orthopaedic Hospital Charity, registered charity number 1058878, were approved by the Charitable Funds Committee on behalf of the corporate trustee and authorised for issue on 10 December 2025. They were signed on its behalf by:

Harry Turner Chair

The Robert Jones and Agnes Hunt Orthopaedic Hospital NHS Foundation Trust 10 December 2025

The Robert Jones and Agnes Hunt Orthopedic Hospital Charitable Fund Year ending 31 March 2025

Cashflow Statement for the year ended 31 March 2025

	Note	2024-25	2023-24 Unrestricted funds	2023-24 Restricted funds	2023-24 Total funds
		£000	£000	£000	£000

Net cash flows from operating activities	15	(97)	149	(22)	127
Cash flows from investing activities:
Interest received		70	62	0	62
Net cash flows from investing activities		70	62	0	62
Net (decrease)/increase in cash and
cash equivalents		(27)	211	(22)	189
Cash and cash equivalents at start of year		1,376	937	250	1,187
Gross transfer between funds		0	228	(228)	0
Cash and cash equivalents at end of year		1,349	1,376	0	1,376

The Robert Jones and Agnes Hunt Orthopedic Hospital Charitable Fund Year ending 31 March 2025

Notes to the Financial Statements for the year ending 31 March 2025

Note 1: Accounting Policies

These accounting policies have been consistently applied throughout the Financial Statements and their associated notes.

Basis of accounting

The financial statements have been prepared under the historical cost convention.

They have been prepared in accordance with the Statement of Recommended Practice: accounting and reporting by charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102), issued in October 2019 and the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011 and United Kingdom Generally Accepted Practice as it applies from 1 January 2019.

The financial statements have been prepared to give a “true and fair view” and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a “true and fair view”. This departure has involved following Accounting and reporting by charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) issued in October 2019 rather than the Accounting and Reporting by Charities Statement of Recommended Practice effective from 2005 which has since been withdrawn.

Preparation of financial statements – going concern basis

On behalf of the Corporate Trustee, the Charitable Funds Committee considers there are no material uncertainties about our ability to continue as a going concern. As a grant making charity with few ongoing commitments, this will impact on the new grants that may be made in the short term rather than affecting the Charity’s ability to continue as a going concern.

There are no material uncertainties affecting the current year’s accounts.

The Charitable Funds Committee receives regular reports on our financial status, including current assets held and future expenditure committed to. They review the value of the actual reserves held compared to the minimum reserve target, which has been set to cover four months of normalised spend. They consider estimated future revenue streams.

In future years, the key risk to us is a fall in income from donations or legacies. We do not commit to expenditure above the funds held at any time and thus is able to respond to a reduction in income by reductions in grant expenditure. Having taken these areas into consideration, the Corporate Trustee has a reasonable expectation that we have adequate resources to continue in operational existence for the foreseeable future, being a minimum of 12 months from the date of signing this report. See the risk management and reserves sections of the annual report for more information.

For this reason, they consider the going concern assumption is an appropriate basis on which to prepare these financial statements.

Income

a) All income is included in full in the Statement of Financial Activities as soon as the following three factors can be met:
Entitlement – arises when a particular resource is receivable, or our right becomes legally enforceable.
Probability – when there is reasonable probability that the income will be received.

The Robert Jones and Agnes Hunt Orthopedic Hospital Charitable Fund Year ending 31 March 2025

Measurement – when the monetary value of the income can be measured reliably.

b) Donations

Donations are accounted for as income on receipt.

c) Legacies

Legacies are accounted for as income either on receipt or once the receipt of the legacy becomes probable.

Receipt is probable when:

Confirmation has been received from the representatives of the estate(s) that probate has been granted.
The executors have established there are sufficient assets in the estate to pay the legacy, and
All conditions attached to the legacy have been fulfilled or are within our control.

If there is uncertainty as to the amount of the legacy and it cannot be reliably estimated then the legacy, where material, is shown as a contingent asset until all of the conditions for income recognition are met.

d) Grants receivable

Grants receivable are accounted for as income either on receipt or once receipt becomes probable.

Receipt is probable when all the conditions attached to the grant have been fulfilled or are within our control.

e) Interest receivable

Interest receivable is accounted for on receipt and where a reasonable estimate may be made for interest relating to the period but not yet received which is accrued for.

f) Donated goods and services

The charity received no donated goods or services.

Expenditure

Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required, and the amount of the obligation can be measured reliably.

Grants payable are authorised in line with the delegated authority limits of the Charitable Funds Committee and all grants are made to the Trust in the furtherance of our objectives.

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

Expenditure is classified under the following activity headings:

a) Expenditure on raising funds

Expenditure on raising funds includes the costs incurred in generating fundraising income together with investment management fees, when applicable. Fundraising costs include expenses for fundraising activities and any fee paid for fundraising support.

b) Charitable activities

The Robert Jones and Agnes Hunt Orthopedic Hospital Charitable Fund Year ending 31 March 2025

Expenditure on charitable activities is wholly in the form of grants made to linked, related party or third-party NHS bodies and non-NHS bodies in furtherance of the charitable objectives of the funds held on trust, primarily to benefit the National Health Service, wholly or mainly for the service provided by the Trust. It includes all costs incurred in the pursuit of our charitable objects. These costs, where not wholly attributable, are apportioned between the categories of charitable expenditure in addition to the direct costs. The total costs of each category of charitable expenditure include an apportionment of support costs as shown in Note 9.

Grants payments are recognised as expenditure when the conditions for their payment have been met or where there is a constructive obligation to make a payment. A constructive obligation arises when:

We have communicated our intention to award a grant to a recipient who then has a reasonable expectation they will receive a grant.
We have made a public announcement about a commitment which is specific enough for the recipient to have a reasonable expectation they will receive a grant.
There is an established pattern of practice which indicates to the recipient we will honour our commitment.

On behalf of the Corporate Trustee, the Charitable Funds Committee have control over the amount and timing of material grant payments and consequently where approval has been given by the trustees and any of the above criteria have been met then a liability is recognised. Where a grant is awarded with conditions attached, these conditions have to be met before the liability is recognised.

Where an intention has not been communicated then no expenditure is recognised but an appropriate designation is made in the appropriate fund. If a grant has been offered but there is uncertainty as to whether any conditions will be met, then no liability is recognised but a contingent liability is disclosed.

c) Support costs

Support Costs are those functions that assist but do not directly undertake charitable activities. Support costs are the costs of staff administering our income and expenditure, charity office services, audit costs and other expenditure incurred in our day to day running. These costs have been allocated between the cost of raising funds and expenditure on charitable activities. The bases on which support costs have been allocated are set out in Note 9.

d) Governance costs

Governance costs are classed as support costs and have, therefore, been apportioned between fundraising activities and charitable activities.

Fund structure

Where there is a legal restriction on the purpose to which a fund may be spent, the fund is classified in the Financial Statements, either as a:

Restricted fund or
An endowment fund.

Restricted funds are those where the donor has provided for the donation to be spent in furtherance of a specified charitable purpose. Our restricted funds tend to result from appeals for specified purposes.

Endowment funds arise when the donor has expressly provided that the gift is to be invested and only the income of the fund may be spent. These funds are sub analysed between those where the trustee has the discretion to spend the capital (expendable endowment) and those where there is no discretion to expend the capital (permanent endowment). We currently hold no endowment funds.

The Robert Jones and Agnes Hunt Orthopedic Hospital Charitable Fund Year ending 31 March 2025

Those funds which are neither endowment or restricted funds are unrestricted funds which are sub analysed between designated (earmarked) funds where the trustee has set aside amounts to be used for specific purposes or which reflect the non-binding wishes of donors and an unrestricted general fund which are at the trustee’s discretion and represents our reserves.

The major funds held in each of these categories are disclosed at Note 14.

Financial instruments

Financial assets and financial liabilities are recognised when we become party to the contractual provisions of the instrument. All financial assets and liabilities are initially measured at transaction price (including transaction costs). We only have financial assets and financial liabilities of a kind that qualify as basic financial instruments which are initially recognised at transaction value and subsequently measured at their settlement value.

Debtors

Debtors are amounts owed to us. They are measured on the basis of their recoverable amount, see Note 11.

Cash and cash equivalents

Cash at bank and in hand is held to meet our day-to-day running costs as they fall due. Cash equivalents are short-term, highly liquid investments and usually short notice interest bearing savings accounts, of less than 3 months.

Creditors

Creditors are amounts owed by us. They are measured at the amount that we expect to have to pay to settle the debt, see Note 13.

Pooling scheme

We do not have an official pooling scheme.

Except where restricted funds are invested separately, all returns on any investments, including interest earned on short-term cash deposits, are apportioned on an average funds balance basis to the value of funds they relate to. The values of any separately invested funds are deducted from restricted funds values prior to apportionment. The Charitable Funds Committee believes this to be a fair and consistent approach. Any gains or losses made on the funds invested separately for restricted funds are solely allocated to the relevant restricted fund.

Note 2: Critical accounting judgements and key sources of estimation uncertainty

In the application of our accounting policies, which are described in Note 1, the Charitable Funds Committee as agent of the Corporate Trustee are required to make judgements, estimates and assumptions about the carrying amounts of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors considered to be relevant. Actual results may differ from these estimates.

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised if the revision affects only that period or in the period of the revision and future periods if the revision affects both current and future periods.

The Charitable Funds Committee does not consider there are any critical judgements or sources of estimation uncertainty requiring disclosure.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

Note 3: Related parties

The Trust, the patients of which are our main beneficiaries, is our Corporate Trustee. We have made revenue and capital grant payments to the Trust for the benefit of NHS patients, and these are detailed in Note 8.

None of the members of the Trust Board or parties related to them has undertaken any transactions with us or received any benefit from us in payment or kind.

The Trust makes a number of clerical and transaction services available to charity for administrative services at a cost of at a cost of £48,000 in 2024-25, (£44,000 2023-24) - see note 9. The amount recovered is set at a level to allow RJAH FT to recover its costs.

3.1 Related party transactions

RJAH NHS FT reimbursement of pay costs RJAH NHS FT reimbursement of non-pay costs & grants made Total	Charitable Expenditure 2024-25
	£000

The increase in the value of non-pay is driven by catering staff discounts £75,000, two legacy training nurses £30,000, and MCSI research post £8,000 less a reduction in grant value for capital additions of £5,000.

3.2 Related party balances

RJAH NHS FT Total	Debtors	Debtors	Debtors
	Total 2024-25		Total 2023-24
	£000		£000
	0 0

The creditors relate to expenditure incurred by RJAH NHS FT against grants from the RJAH Charity yet to be reimbursed.

Note 4: Analysis of income from donations, legacies and grants

Legacies1 Donations2 General Grants3 Total	Unrestricted 2024-25
	£000

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

Nine legacies were accounted for in 2024-25, ranging from £1,000 to £200,000, of which three were accrued for as of 31 March 2025. Eight legacies were accounted for in 2023-24, ranging from £1,000 to £210,000, of which five were accrued for as of 31 March 2024.
Donations from individuals, clubs or societies are gifts from members of the public, friends and relatives of patients and staff. Other donations include corporate donations usually received either in sponsorship of or matching funds raised by an individual, e.g. from their employer.
Four grants were received in 2024-25, totalling £36,000, including £27,000 from Headley Court and £8,000 from the NHS Charities Together Charity (NHSCT). Three grants were received in 2023-24, totalling £66,000, from NHSCT.

– Note 5: Analysis of income from other trading activities fundraising

	Unrestricted	Restricted	Total	Unrestricted
	2024-25	2024-25	2024-25	2023-24
	£000	£000	£000	£000
Fundraising
London Marathon1	34	0	34	53
Alice Ward Garden fundraising2	0	201	201	14
Bridgerton Ball	5	0	5	0
Sale of items in Veterans' Centre	2	0	2	0
Total	41	201	242	67

In 2024-25, £18,000 related to 2025 and £16,000 to 2024 London Marathons. In 2023-24, £29,000 related to the 2024 and £24,000 to the 2023 London Marathons.

2 In 2024-25 £108,000 was received as donations from individuals and groups, grants were received from Severn Trent Water (£55,000), The Walker Trust (£25,000) and The Garston Weston Foundation (£10,000), and £3,000 was raised from a bungee jump event arranged by the Charity. In 2023-24 funds raised included £3,000 from a Golf Day organised by the Charity.

Note 6: Analysis of income from investments

Interest received on cash deposits Total	Unrestricted 2024-25
	£000

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

Note 7: Analysis of expenditure on raising funds

Veterans' Orthopaedic Centre1 London Marathon Bridgerton Ball Other costs of raising funds Fundraising Services SLA2 Support costs3 Total	Unrestricted 2024-25
	£000

The 2023-24 Veterans' Orthopaedic Centre expenditure mainly consists of £21,000 for work on a scoping and feasibility project regarding future fundraising.
The Fundraising SLA expenditure relates to fundraising services provided by the RJAH League of Friends Charity on our behalf for the period 1 January 2024 to 31 March 2025.
Support costs are allocated over fundraising costs and grants payable on an expenditure value basis - see Note 9 for further analysis.

Note 8: Analysis of expenditure on charitable activities

Unrestricted Grant Funded Activity 2024-25	Restricted Grant Funded Activity 2024-25	Support Costs1 2024-25	Total 2024-25	Unrestricted Grant Funded Activity 2023-24 £000	Support Costs1 2023-24	Total 2023-24
£000	£000	£000	£000		£000	£000
54 50 47 21 221 1	201 0 0 0 0 0	31 6 6 3 26 0	286 56 53 24 247 1 667	16 77 44 25 89 22 273	4 18 10 6 21 5 64	20 95 54 31 110 27
394	201	72				337

Support costs are allocated over grants payable on an expenditure value basis - see Note 9 for further analysis. Support costs are not allocated over restricted funds.
Building and refurbishment 2024-25 value includes £201,000 for Alice Ward Garden.
Staff education and welfare 2024-25 includes £98,000 cost of living support by making subsidised meals in the restaurant and free breakfast and beverages provisions available to staff (£21,000 2023-24 for free breakfast and beverage provisions only).

The charity does not make grants to individuals. All grants are made to the Robert Jones and Agnes Hunt Orthopaedic Hospital NHS Foundation Trust for the care of NHS patients in furtherance of our charitable objectives. The cost of making grants, including support costs, is disclosed in the Statement of Financial Activities and the actual funds spent on each category of charitable activity is disclosed in this note.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

- Note 9: Analysis of support costs basis of allocation is percentage of expenditure

9.1 Analysis of support costs

Finance & administration services Charity office services Accountants' fees Other non-pay costs Total	Unrestricted 2024-25
	£000

Support costs are allocated over grants payable and cost of fundraising on an expenditure value basis as shown in notes 9.2 and 9.3. and included £12,000 for governance costs in 2024-25 (2023-24 £9,000). Accountants’ fees relate to £3,000 for the independent examination of the financial statements and £4,000 overstatement of accrual based on Deloitte estimate.

No member of staff is directly employed by the charity. The funds are administered by the RJAH NHS FT staff with a proportion of their salary recharged to the charity.

The Charity Office Service is provided by the RJAH League of Friends Charity under a service level agreement. Charity Office administration includes liaison with donors and publicity of the Charity's activities plus all related administration such as receipting and correspondence.

9.2 Support costs allocation by expenditure type

Expenditure 2024-25	Support costs allocated	Total 2024-25 £000	Expenditure 2023-24	Support costs allocated	Total 2023-24
£000	£000		£000	£000	£000
61 255 50 47 21 221 1 656	7 31 6 6 3 26 0	68 286 56 53 24 247 1 735	34 16 77 44 25 89 22 307	8 4 18 10 6 21 5 72	42 20 95 54 31 110 27
	79				379

Note 10: Transfer between funds

There were no funds transferred during 2024-25.

In 2023-24, funds totalling £228,000 were transferred to the Veterans' Orthopaedic Service designated fund on closure of the Veterans' Orthopaedic Centre Appeal restricted fund as of 1 April 2023, following the completion of the centre.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

Note 11: Analysis of debtors

Amounts receivable within one year: Accrued income1 Total debtors receivable within one year	Unrestricted 2024-25
	£000

2024-25 includes £73,000 outstanding legacy income (2023-24 £108,000).

Note 12: Analysis of cash and cash equivalents

Cash in current bank account Total cash and cash equivalents	Unrestricted 2024-25
	£000

No cash or cash equivalents were held in non-cash investments or outside of the UK in either year.

All the amounts held on interest bearing deposit are available to spend on charitable activities.

Note 13: Analysis of creditors

Amounts falling due within one year: Trade creditor accruals Accruals for grant expenditure owed to RJAH NHS FT1 Total creditors falling due within one year	Unrestricted 2024-25
	£000

Amounts owed to related undertakings are non-interest bearing and repayable on demand.

Note 14: Details of material funds

14.1.1 Movement in material funds – restricted

Balance
1 April 2024	Income	Expenditure	Transfer

£000	£000	£000	£000

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

14.1.2 Prior year movement in material funds – restricted

Balance
1 April 2023	Income	Expenditure	Transfer

£000	£000	£000	£000

14.2 Details of material funds – restricted funds

Name of fund	Description of the nature and purpose of each fund

A Veterans' Orthopaedic Centre Appeal	This short-term fund was set up in 2018-19 for funds raised via the Veterans' Orthopaedic Centre Appeal, to help fund a dedicated centre where Service veterans may be treated in surroundings and by staff sensitive to their requirements. The centre was completed at the end of 2022 and the fund was, therefore, closed to new donations from 1 April 2023. The balance as at 31 March 2023 was transferred to the related unrestricted fund in 2023-24.
B Alice Ward Garden Appeal	This short-term fund was set up for funds raised via the Alice Ward Garden Appeal, to help fund a therapeutic garden for children and their families.

14.3.1 Movement in material funds – unrestricted

Balance				Balance 31 March 2025
1 April	Income	Expenditur	Transfer
2024		e
£000	£000	£000	£000	£000
376 339 208 180 149 0 208 1,460	0 315 15 43 0 29 32 434	0 (366) (40) (12) 0 (60) (56) (534)	(376) 4 (149) 525 (4) 0	0 292 183 211 0 494 180
				1,360

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

14.3.2 Prior year movement in material funds – unrestricted

Balance 1 April 2023	Income	Expenditure	Transfer	Balance 31 March 2024
£000	£000	£000	£000	£000
186 107 235 0 172 178 878	227 410 12 16 7 61 733	(37) (178) (39) (64) (30) (31) (379)	0 0 0 228 0 0 228	376 339 208 180 149 208
				1,460

14.4 Details of material funds – unrestricted funds

Name of fund	Description of the nature and purpose of each fund

C Arthritis & Rheumatism	A designated fund within the charity's general fund set up for arthritis and rheumatism related research and staff and patient welfare. This fund was consolidated with the Charles Salt metabolic bone disease fund in 2024-25 to create a new Rheumatology fund - see G below. The opening 2024-25 balance of £376,000 was transferred to the new Rheumatology fund. The fund balance as of 31 March 2025 was nil (31 March 2024 £376,000).
D General Fund - undesignated	This fund is where all the unrestricted funds of the charity which have not been designated are shown. They are freely available to be used to further the objectives of the charity, within the specified authorisation limits During 2024-25, two small funds previously recorded in the aggregate of remaining funds with an opening value of £4,000 were conslidated with the General Fund. The fund balance as at 31 March 2025 was £292,000 (31 March 2024 was £339,000).
E MCSI (Spinal Injuries)	A designated fund within the charity's general fund to benefit the patients and staff of the Spinal Injuries Unit known as the Midlands Centre for Spinal Injuries (MCSI). Fund balance as at 31 March 2025 was £183,000 (31 March 2024 £208,000).
F Veterans' Service	A designated fund set up within the charity's general fund as of 1 April 2023, to support the Veterans' Service and the dedicated centre where veterans are treated in surroundings and by staff sensitive to their requirements. £228,000 was transferred to this fund on the closure of the Veterans' Orthopaedic Centre Appeal fund. Fund balance at 31 March 2025 was £211,000 (31 March 2024 was £180,000).
G Charles Salt	A designated fund within the charity's general fund for Metabolic Bone Disease research and staff and patient welfare. This fund was consolidated with the Arthritis and Rheumatism fund in 2024-25 to create a new Rheumatology fund - see G below. The opening 2024-25 balance of £149,000 was transferred to the new Rheumatology fund. The fund balance as of 31 March 2025 was nil (31 March 2024 £149,000).
H Rheumatology	A designated fund created in 2024-25 within the charity's general fund set up by consolidating the Arthritis & Rheumatism and the Charles Salt funds (B and F above). The consolidated closing 2023-24 and opening 2024-25 balances totalling £525,000 were transferred to this new fund. The total balance held in this fund as of 31 March 2025 was £494,000.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

7 designated funds in 2024-25 (15 in 2023-24). Of the 15 funds at the opening of 2024-25, 6 individual ward funds were consolidated into one General Wards fund, 2 funds were consolidated into the general fund and I Aggregate of two spinal disorders funds were consolidated into one fund. Each fund has remaining unrestricted a balance below 10% of the total value of the unrestricted funds. They funds mainly comprise funds held for wards and therapy areas. The total balance held in these funds as at 31 March 2025 was £180,000 (31 March 2024 208,000).

Note 15: Reconciliation of cash flow to net income/(expenditure) from operating activities

	2024-25 Unrestricted funds	2023-24 Unrestricted funds	2023-24 Restricted funds	2023-24 Total funds
	£000	£000	£000	£000
Net income/(expenditure) for the year	(100)	354	0	354
Adjustment for interest receivable	(70)	(62)	0	(62)
Operating cash flow before movement in working capital	(170)	292	0	292
(Increase)/decrease in debtors	36	(107)	0	(107)
Increase/(decrease) in creditors	37	(36)	(22)	(58)
Cash generated by operating activities	(97)	149	(22)	127

Note 16: Financial Instruments

16.1 Financial risk management

Financial reporting standard FRS 102 requires disclosures on the role that financial instruments have had during the period in creating or changing the risks a body faces in undertaking its activities. Because the charity is a grant making charity only and does not rely on income from activities, with the related contract performance risks, it is not exposed to a significant degree of financial risk. The charity's investment policy limits the investment of surplus funds to institutions with a low-risk rating. Financial assets and liabilities are generated by day-to-day operation activities rather than being held to change the risks facing the charity in undertaking its activities.

Our treasury management operations are carried out by the finance department of the RJAH NHS FT within parameters defined formally within the charity's governing document and Charitable Funds Committee Terms of Reference.

Currency risk

The charity is principally a domestic organisation with the great majority of its transactions, assets and liabilities being in the UK and sterling based. The charity has no overseas operations. The charity, therefore, has low exposure to currency rate fluctuations.

Interest rate risk

The charity holds no loans and does not rely to any significant degree on income from cash deposits made and, therefore, has low exposure to interest rate fluctuations. The charity has no borrowings.

Credit risk

With the majority of its income coming from voluntary donations and legacies, the charity is considered to have a low exposure to credit risk.

The Robert Jones and Agnes Hunt Orthopaedic Hospital Charitable Fund Year ending 31 March 2025

Liquidity risk

We only commit to fund grant expenditure to the extent that funds are available. We hold no investments which could not be made available within 24 hours and, therefore, have a low exposure to liquidity risk. There would be an interest reduction penalty applied where early access is required of funds held in term deposits.

16.2 Financial assets

Trade and other receivables excluding non-financial assets Cash and cash equivalents Total financial assets	31 March 2025		31 March 2024
	£000		£000
	76 1,349 1,425		112 1,376
			1,488

The receivables held by the charity are reported at historical cost as they are all current and this is an appropriate measurement of their value to the charity.

16.3 Financial liabilities

Trade and other payables excluding non-financial liabilities Total financial assets	31 March 2025		31 March 2024
	£000		£000
	65 65		28
			28

The payables held by the charity are reported at historical cost as they are all current and this is considered to be an appropriate measurement of the charity's liabilities.

Note 17. Contingencies

There are no contingent gains or (losses) included in the accounts.

Note 18. Commitments, liabilities and provisions

We have no commitments or liabilities not recognised in these Financial Statements and have made no provisions.

Note 19. Trustee indemnity insurance

There was no expenditure on Trustee indemnity insurance in 2024-25 or 2023-24, as the RJAH NHS FT is the Corporate Trustee with the Trust Board acting as its agents rather than Trustees in their own right.

Note 20. Trustee and key managers’ remuneration

None of the RJAH NHS FT Trust Board received any remuneration from us in 2024-25 or 2023-24.

There are no key management personnel costs incurred by us either directly or recharged by RJAH NHS FT. The charity is overseen by the Charitable Funds Committee on behalf of the RJAH NHS FT Board which, in turn, is acting on behalf of the RJAH NHS FT as our corporate trustee. Details of the RJAH NHS FT’s key management personnel may be seen in their 2024-25 Annual Report and Financial Statement available on their website at the following link: https://www.rjah.nhs.uk/about-us/publications/annual-reports-andaccounts/foundation-trust-annual-reports/.

2025-03-31-accounts

CONTENTS

PAGE NUMBER

TRUSTEE REPORT

Foreword by Chair of the Corporate Trustee

Who we are

What we aim to do: our objectives and activities

Our mission

Highlights from 2024-25

NHS Charities Together (NHSCT)

What we delivered

National spotlight with ITV’s Loose Women

A shared achievement

Veterans’ Orthopaedic Service Fund

Alice Ward Garden

Events

How we funded our grants, our achievements and performance

Movement in funds

Money Received

Money received – sources of funds

Donations

Legacies

General grants

Other trading income - fundraising

Other income - interest on cash deposits

Expenditure on charitable activities

Building and refurbishment

Equipment and software

Expenditure comprised:

Medical research

Patient education and welfare

Expenditure comprised:

Staff education and welfare

Significant expenditure comprised:

Other costs

Fundraising costs

Support costs

Reference and administrative details

Officers and professional advisers report

Trustee details

Principal Officers

Name

RJAH NHS FT Board Role

Charitable Funds Committee (CFC) – terms of reference

1. Constitution

3. Membership

4. Attendance

5. Frequency of meetings

6. Authority

7. Reporting

8. Key responsibilities

Principal Charitable Fund Adviser to the Trustee

Principal Professional Advisers:

Principal Addresses

Structure, Governance and Management

Administration

Remuneration of Key Management Personnel

Grant Making Policy

Risk Management

Partnership Working and Networks

Public Benefit Statement

Reserves

Going concern consideration

Investment policy

Present and Future Projects

Headley Court Veterans’ Orthopaedic Centre

DEXA Scanner

RJAH Gardens Volunteering Project

Approved on behalf of the corporate trustee:

Trustee’s statement of responsibilities

Signed on behalf of the trustee:

THE ROBERT JONES AND AGNES HUNT ORTHOPAEDIC HOSPITAL CHARITABLE FUND

ACCOUNTS FOR THE YEAR ENDED

31 MARCH 2025

Statement of Financial Activities for the year ended 31 March 2025

Harry Turner Chair

Cashflow Statement for the year ended 31 March 2025

Notes to the Financial Statements for the year ending 31 March 2025

Note 1: Accounting Policies

Basis of accounting