REGISTERED CHARITY NUMBER: 1059680
Report of the Trustees and
Unaudited FinallclaE Statements for the Year Ended 31 March 2024
for
Kate's Home Nursillg
William Hinton Limited
c.h&rte￿d Accountants
Ross House
The Squ8re
Stow-on-the-wold
Gloucestershire
GL54 IAF

Kate's Home Nurslng
Contents of the Financial Staternents
for the year ended 31 Mareh 2024
Page
Referenee and Administrative Details
Report of the Truste£s
Independent Examiner's Report
Statement of Financial Actlvities
Balance Sheet
Casb Flow Statement
Notos to the Cash Flow Statement
10
Notes to the fin[￿cIal Statements
11 to 16
Detailed Statement of Financial Activities
17 to 18

Kate's Home Nursing
Reference and AdmRnistrative Details
for the year ended 31 March 2024
TRUSTEES
A F Noorani (Chainnan)
Mrs F Allen
Mrs N J N￿ran1
Mrs H Spooner (resigned 3111212023)
Dr P Sherringham
M Pender
Dr P Johnson
Dr B Ward
PRINCIPAL ADDRESS
The George Moore Community Centre
Moore Road
Bourton-on-the-water
Cheltenham
Gloucestershire
GL54 2AZ
REGISTERED CHARITY
NUMBER
1059680
INDEPENDENT EXAMINER William Hinton Litnited
Chartered Accountants
Ross House
The Square
Stow-on-the-wold
Gloucestershire
GL54 IAF
SOLICITORS
Kenddll & Davies
Crossways House
The Square
Stow-on-the-wold
Gloucestershire
GL54 IAB
ACCOUNTANTS
Tayabali Tomlin
Kenton House
Oxtord Street
Morelon-in-marsh
Gloucestershire
GL56 OLA
Page I

Kate's Home Nursing
Report of the Trustees
for the year ended 31 March 2024
The trustees present thell rerrf)it wittL the financial statements of the charAty for the year ended
31 March 2024. The trustees have adopted the provisions of Accounting and Reporting by Chakities:
Statement of Recommended Practice appjicable to charities preparillg their accounts in accordance with the
Financial Reporting Standard applicable in the UK and Republic of treland (FRS 102) (effective l January
2019).
ORIECTIVES AND AcrivrrIES
Objects
The objects of the ch￿ltY 8Tr to provide iincharged palliative nursing care to ELny patient living within a 20
mile rathus of Stow-on-the-wold, Gloucestershire, who is in need by reason of terminal illness and who
would prefer to be nursed in their own home, including where appropriate any complementary therapy from
lime to tirne approved by the Trustees.
In fllrtber￿Ce of these objects but not otherwise and only when there is capacity without detracting from the
objects above, to enhance the ￿￿vIsion of the service by enabling patients to become familiar with it at all
&ppropri&te time and to continue the service to an appropriate Conclusio￿ the trustees shall have power to
enable the following..
Patients living within the area of benefit may be accepted on a short terni basis:_
a. if they are feeling very ill as a result of Lhemotherapy or othei treatment, although they have not yet been
given a clear palliative diagnosis.
if they have long-term degenerative conditions such as MS or MND and are experiencing a particularly
bad phase or where respite care is needed for their farnily.
c. the provision of bereavement support for the next of kin of patients nursed by the charity rf they reside
within the area ot benefit.
The provision of siich home nursiiig care is at the absolute discretion of the Trustees, provided always that
Ihe care is first reqiiested by either the Community Nurse in charge of the patient, the patient's General
Practitioner 01 a self ieferral,
In setting these objectives and planning our activities, the Charity's Trustees gave careful consideration to the
Charity Comtnission's general guidance on public benefit,
Page 2

Kate's Home Nursing
Report of the Trustees
for the year ended 31 March 2024
OBJECTIVES AND ACTIvrrtES
Activities and achievements for Ihe year
The deinL1nd for our nursino service tluctuated this year. with soine very busy months balanced by quieter
time%. We saw a small decline in the average length of time we were nursing patients and a higher
percentage of younger patients. We provided a total of 6,895 hours of nursing care, over 1.323 nursing shifts
for local people and support for their carers and families.
In addition we provided 313 hours of
bereavemenl support tor the families and carers of those we nursed, in the forn] of one to one support, coffee
mornings, walks, an evening of remembrance at Chrislmas.
We continued to pmvide a full service, workin(ff to maintain the safety of our nurses. staff, patients and their
families and carers. We have a service level agreement with NHS Gloucesterhire for infection control advice
and training.
We Lontinued with training on Systm One and use Syslin One, which means that we are now paper free in
relation to direct patient care. Infomiation on Systm One relating to pdlients treatmeni and care is updated,
acLessed and shared by other relevant medical professionals such as GPS and Community nurses, resulting in
better infornialion for everyone and more joined up care.
Through out the year we continued to receive excellent feedback from our patient5 and their families and
other professional teams. We conducted audiis to ensure the quality of our service. Other audits indicated
that oiir nurses feli very well supported and our policies and processes were well received and practised.
We maintained our vital links Wlth the National Association of Hospice at Home (NAHH), HospiLe UK,
NHS Lommissioners in Gloucestershire and Oxfordshire and other local hospices and charities providing a
similar service.
We continued to attend end of life board Eneetings with both Gloucestershire and
Oxfordshire CCGS. We continued to have regular collaborative meetings with other charities Iociilly, 10
share experience, good practice and to mitigale costs where pos.sible for example by reducing dupliLation,
sharing trainÉng.
We continued to offer training. both online and face to face. We continued to monitor our polickes and
procedures. We did all we could to ensure that through our governance processes our nurses and volunteerb
continued to feel supported, that our expectations and requirements were very clear and that our patients
continued to receive the best possible c<￿e. We encouraged all of our nurses to take up Pr<tctice Support to
help and support them in their roles. Our Recrnitment. induction. appraisal and feedback processes remain
embedded and robust.
Over the year the bereavement support provided vital and inuch appreciated support to our patient's family
and carers. The main function of this service is to provide support through the difficult first year,
nonnalising the grief process and helping people to understand the impact it has on their day-to-day life. We
allow people time to talk about the person who has died and their emotions. Although we offer this service
for a year, the average length of stay on our case load is approximately 6 months. When people may teel
isolated and vulnerable ive link-in and signpost thetn to non-medical prescribing re-socialisation. We also
assess for signs of complicated
rief and if we feel that someone may need counselling and further in depth
support we signpost them to Cruse, their GP and other I(￿al services. We hdve included our bereavement
support service in our auditing process and feedback confim]s that this service is extremely beneficial. We
continue lo look for other ways in which we Can provide bereavement and carer support. We have continued
our rclationship with the Gloucestershire Carers Support Hub which has proved io be an invaluable source of
support, ddviLe and opportunities for our carers.
Page 3

Kate's Home Nursing
Report of the Truslees
for the year ended 31 March 2024
OBJECTIVES AND ACTtvrF
In Line with our 2022-2.5 Strategy we have continued io be proactive in looking for ways to improve the
service we offer whilst remaining a truly local charily. Our board of trustees reinained resolute that the
charity should look to maintain an excellent service within our area whilst not expanding our ￿ea of
operation.
Fundraisin(y remained a challen¢ye this year. We continued to maintain close links with the volunteers on our
committee. Our annual Carol Concert was very well suptK)rted and was, once again. our main event of the
year. We continued to receive a lot of suptM)rt from I￿al people who provided grants and donations and
arranged their own fund raising events.
Our main source of income from NHS funding wa5 through Gloucestershire Continuing Health Care
Fasttrack Funding.
During the year, to ensure we ￿e acce.ssing the most up to date Human Re50urLes and Health and Safety and
Fire regulations and guidance. including our staff contracts and related policies. we continue to woi"k with
Pentnsula, a highly regarded national company. This provides a cost effective way of obtainiiig up to the
minute specialist information, advice and guidance.
FINAINCIAL REVIEW
Reserves policy
The Trustees will endeavoiir always t() hold a minimum of £4(K).000 as a reserve against future expenditure,
recognising that demand for the chatity's service and the ￿noUn1 received in donaLions or legacies can both
vary considerably.
STRUCTURE, GOVERNANCE AND MANAGEMENT
Governance
The Charity is governed by a Declaration of Trust dated l November 1996 as amended 14 May 1997. 7 July
1999. 12 OLtober 2010. 17 Decetnber 2012 and 7 September 2017.
Recruitment of new trustees
New Trustees when needed are usually recruited frotn among the local communiry on the recominendation
of existing Trustees, based on the experience wtllch a new Trustee brings to the role. Newly elected
Trustees are infonnally mentored by the Chairnian and CEO.
Risk management
The Trustees dctively review on a regular basis the major risks faced by the charity and, having
examined operatic)nal and business risks confronting it. can confinn that they have established systems to
mitigate the signific<int risks. Full liability insurance is carried against claims from both patients and nursing
staff.
Investments selection policy
The Truslee8' Act 20(K) confers investment powers on the charity. Although the charity ensures that
a significant amount of its reserves are kept in interest-bearing bank accounts. rather than being pul in any
risk tund, a proportion remains invested in a moderate risk fund, in order to generate tunds for future
operational needs.
Page 4

Kate's Home Nursing
Report of Ihe Trustees
for the year ended 31 March 2024
STRUCTURE, GOVERNANCE AND MANAGEMENr
Sustainability
The Chilrity is committed to promoting suslciinability. We aim lo follow and to proinote good sustainabilily
practice. to reduce the environmental impacts of all our activities and to help those we work with do the
same. We will reduce and effectively manage our impact in a responsible manner. by ensuring that
environmental considerations are integrated into decision making.
Thi% repnrt has been prepared in accordance with the Statement of Recommended Practice - Accounting ￿)d
Reporting by Charities.
Approved by order of the board of trustee,8 on 16 January ?025 and signed on its behalf by..
A F Noorani - Trustee
Page 5

Independent Examiner's Report Éo the Trustees of
Kate's Home Nursing
Independent examiner's report to the trustees of Kate's Home Nursing
report to the charity trustees on my examination of the accounts of Kate's Home Nursing (the Trust) for the
year ended 31 March 2024.
Responsibilities and basis of report
As the charity trustees ot the Trust you are responsible for the preparation of the accounts in accordance with
the requirements of the Charities Aci 201 l ('the Act,).
I report in respect of my examinatinn of Ihe Tru5t'S iiccounts C￿ed out under Seclion 145 of Ihe Act and in
carrying oiit my examination I have followed all lipplicable Directions given by the Charity Commission
under Section 145(5}(b) of the Act.
Independent examiner's statement
Since your charity's gross income exceeded L?50,0(N) your ex￿Iner must be a member of a listed body. I
can confirni ihal I ain qualified to undertake ihe examination beL¥iuse I am a ineinber of the Institule of
Chartered Accountants in England and Wale5. which is one of the listed bodies.
I have compleled my examination. I confirni that no material matters have come to my attention in
connection with the examination giving me cause to believe that in any malerial respect:
accounting records were not kepi in respect of the Trust as required by Section 130 of the Act; or
the accoiints do not accord with those records; OT
the accounts do not comply wilh the applicable requirements concernino the form and cnntent of
accounts set oiit in the Charilies (Accnunls and Reports) Regulations 2008 other than any requirement
that the aLLounts give a true and fair view which is nol a matter cunsidered as part of an independent
examination.
I have no concerns and have coine across no other matters in conneLtion with the examination to which
altention should be drawn in this report in order lo enable a proper understanding of the accounts to be
reached.
l(in Quartem]ain¢ FCA
William Hinton Limited
Chartered Accountants
Ross House
The Square
Stow-on-the-wold
Gloucesten%hire
GL54 IAF
16 January 2025
Page 6

Kate's Home Nursing
Statement of Financial Activities
for the year ended 31 March 2024
2024
Unrestricted
fund
2023
Toial
funds
Notes
INCOME AND EIYDOWMENTS FROM
Donations and legacies
277,775
5?6.898
Oiher Irading aLtivilies
Investment income
34,134
8,019
47,109
26,555
Total
319,928
600,562
EXPENDITURE ON
Raising funds
5,490
1,424
Charitable activities
Providing care costs
335,081
486,264
Administration costs
49,983
82,572
Transter from Charity to CIO
1,059,423
Total
1,449,977
570.260
Net gainsl(losses) on investments
(91,476)
(28,585)
NET INCOMEI(EXPENDITURE)
(1221,525)
1.717
RECONCILIATION OF FUNDS
Total funds brought forward
1242,975
1,241,258
TOTAL FUNDS CARRIED FORWARD
21,450
1.242,975
The notes form part of Ihese financial stalements

te's Home Nursing
Balance Sheet
31 March 2024
2024
Unrestricted
fund
2023
Total
funds
Notes
rIxED ASSETS
Tangible assets
Investments
12,399
1,150,057
1,162,456
CURRENT ASSETS
Debtors
Cash at bank and in hand
8,678
16,762
31,800
54,682
25,440
86.482
CIIEDITORS
Amounts falling due within one year
(3,990)
(5,963)
NET CURRENT ASSETS
21,450
80,519
TOTAL ASSETS LESS CURRENr
LIABILIT
21,450
1,242,975
NET ASSEI TS
21,450
1,242,975
FUNDS
Unresiricted funds
10
21,450
1,242,975
TOTAL FUNDS
21,450
1,242,975
The financlal statements were approved by the Board of Trustees and authorised for issue
16 Jallut￿y 2025 and were signed on its behalf by:
A F Noorani - Trustee
'rhe notes form part of these financiaI statements
Page 8

I(ate's Home Nursing
Cash Flow Statement
for the yeai. ended 31 March 2024
20
2023
Notes
Cash flows from operating activities
Cash generated from opeiations
{1,116,919)
(7,686)
Net cash used in operating activilies
(1,116,919)
(7,686)
Cash tlojvs from investing acdvities
Purchase of tangible fixed assets
PurLhase of fixed asset investments
Sale of langible fixed assets
Sale of fixed asset investments
Iiiterest received
(13,022)
(76,516)
(7,966}
12,399
1,066,547
8,019
26,555
Net cash provided by/(used in) investing aettvilles
1,fr78,999
(62,983)
Change in cash and cash equivalents
In the reporting period
Cash and cash equivalents at the
beginning of the reporting period
(37,920)
(70,669)
54,682
125,351
Cash and cash equivalents at the end
of the reporting period
16,762
54,682
The notes forni part of these financial skitements
Page 9

Kate's Home Nursing
Notes to the Cash Flow Ststement
for the year ended 31 March 2024
RECONCILIATION OF NET (EXPENDITURE)IINCOME TO NET CASH FLOW FROM
OPERATING ACTIVITIES
2024
2023
Net (expenditure)/income for the reporting period (as per the
Statement of Financial Activities)
Adjustments for:
Depreciation charges
Losses on investments
Inierest reLeived
DeciEase/(incre(Ise) in debtors
Decrease in creditors
(1,221,525)
1.717
4,133
28,585
(26,555}
(15.479}
(87)
91,476
18,019)
23,122
(1,973)
Net cash used in operations
(1,116,919}
(7,686)
ANALYSIS OF CHANGES IN NET FUNDS
At 114123
Cash flow
At 3113124
Net cash
Cash al bank and in hand
54,682
(37,920)
16,762
54,682
{37,920)
16,762
Total
54,682
{37,920)
16,762
The notes fortn part of these financial statements
Page 10

Kate's Home Nursing
Notes to the Finaneial Ststements
for the year ended 31 March 2024
ACCOUNTING POLICIKS
Basis of preparing the financial statements
The financial slalemenls of the chariiy, which is a public benefit entity under FRS 102, have been
prepared in accordance with the Charities SORP {FRS 102) 'Accounting and Reporting by Charities:
Statement of Recon￿]ended Practice applicable to chalities preparing their accounts in accordanLe
with Ihe Financial Reportino Standard applicable in the UK and Republic of Ireland (FRS 102)
(etfeetive l January 2019),, Financial Reporting Standard 102 'The Fiiiancial Repnrtiiig Standard
applicable in the UK and Republic of Ireland. and the Charitie5 Act 2011. The finaiicial statements
have been prepared under the historical cost convention. with the exception of investments which are
included al market value, as modified by the revaluation of certain assets.
Income
All income is recognised in the Sialemenl of Financial Activitie.5 once the charity ha8 entiilemenl lo
the funds. it 15 probable that the income will be received and the (unount be measured reliably.
Expenditure
Liabilities are recognised as expenditure as ￿)0n as there is a legal or construclive obligation
committing the charity to that expenditure. it is probable that a transfer of economic benefits will be
required in settlement and the amount of the obligalion can be measured reliably. Expenditure is
accounted tor on an accruals basis and has been classified under headings that aggregate all cost
related to the category. Where costs cannot be directly altribuled to particular headings they have
been allocated to activities on a basis consistent with the use of resources.
Tangible fixed assets
Depre¢iation is provided at the following annual rates in order to write off each asset over its
estimated useful life.
Fixtures and littings
Computer equipment
25% on reducin2 balance
25% on reducing balance
Taxation
The charity is exempt from tax on its charitable activities.
Fund accounting
UnreslriLted t.unds can be used in accordance with the charitable objectives al the discretion of the
trustees.
Re%tri¢ted funds can only be used for particular restricted purExi8es within the objects of the Charity.
Restrictions arise when specified by the donor or when funds are raised for particular restricted
puryN)ses.
Further explanation of the nature and purpose of each tund is included in the notes to the financial
statements..
Hire purchase and leasing commitments
Rentals p￿d under operating leases are clwged to the Statement of Financial Activities on a str￿ght
line basis over the period ot the lease.
Pagell
continued...

Kate's Home NursRng
Notes to the Financial Statements - continued
for the year ended 31 March 2024
DONATIONS AND LEGACIES
2024
2023
Other donalions
Grant inLome
In memoriain donations
102,465
128,386
46,924
144,027
266,642
116.229
277,775
526,898
Grants received, included in the above, are as follows:
2024
2023
NHSE grant
Other grants
71,086
57 JOO
128,066
138,576
128J86
266,642
OTHER TRADING ACTIVIT
2024
2023
Other fundraising activities
Carol concert
34,134
32,725
14.384
34,134
47.109
INVESTMENT INC0￿IE
2024
2023
Interest received
Dividends received
53
7,966
63
26,492
8,019
?6.555
Page 12
continued...

Kate's Home Nursing
Notes to the Financial Statements - continued
for the year ended 31 March 2024
TRUSTEES, REMUNERATION AND BENEFITS
There were no trustees, remuneration or other benefits for the year ended 31 March 2024 nor for the
year ended 31 March 2023.
Trustees, expenses
There were no trustees, expenses paid for the year ended 31 Ma￿h 2024 nor for the year ended
31 March 2023.
TANGIBLE FIXED ASSETS
Fixtures
and
fittings
Computer
equipment
Tolals
COST
At l April ?023
Disposals
2,559
(2,559)
21,361
{21J61)
23,920
(23,920)
At 31 March 2024
DEPRECIATION
Al l April ?{)23
Eliminated OTh disposal
1567
(1,567)
9,954
(9,954)
11,521
(11,521)
At 31 March 2024
NET BOOK VALUE
At 31 March 2024
At 31 March 2023
992
11,407
l2.399
FIXED ASSET INVESTMEwrs
There were no inveslmenl assets outside the UK.
There were no investment assets held at the year end.
Page 13
continued...

Kate's Home Nursing
Notes to the Financial Statements - continued
for the year ended 31 March 2024
DEBTORS: AMOUNfs FALLING DUE wrrHIN ONE YEAR
2024
2023
Other debturs
Prepayments
8,678
31.540
260
8,678
31,8(Ml
CREDITORS: ANIOUNTS FALLING DUE FVttHIN ONE YEAR
2024
2023
Other creditors
3,990
5,963
10. MOVEMENT IN FUNDS
Net
movement
in funds
At
3113124
At 114123
Unrestricted funds
General fuiid
1,242,975
(1,221,525)
21,450
TOTAL FUNDS
1,242,975
(1,221,525)
21,450
Net movement in funds, included in the above are as follows:
Incoming
resources
Resources
expended
Gains and Movement
losses
in funds
Unrestricted funds
General fund
319,928 (1,449,977 }
(91,476) {1,221,525)
TOTAL FUNDS
319,928 (1,449,977)
(91,476) {1221,525)
Page 14
continued...

Kate's Home Nursing
Notes to the Financial Statenients - continued
for the year ended 31 March 2024
10. MOVEIWIENT IN FUNDS - continued
Cornparatives for movement in funds
Net
movement
iIi tunds
Ai
3113123
At 114122
Unrestricted funds
General fund
1,241.258
1,717
1,242,975
TOTAL FUNDS
1.241.258
1,717
1.242,975
Cornparalive net movetnent in funds. included in the above are &$ follows:
Incoming
resources
Resources
expended
Gains and
losses
Movement
in funds
Unrestricted funds
Geiieral fund
600.562
(570.260)
(28,585)
1.717
TOTAL FUNDS
600,562
(570.260)
(28.585)
1.717
A current year 12 months and prior year 12 months combined y)8ltion is as follows:
Net
movement
in funds
At
3113124
At 114122
Unrestricted thnds
General fund
1,241.258 (1,219.808)
21.450
TOTAL FUNDS
1,241.258
(1.219.808}
21,450
Page 15
continued...

Kate's Home Nursing
Notes to the Financial Statements - Lontinueil
for the year ended 31 MarLh 2024
io.
MOVEMENT IN FUNDS - ¢ontinueil
A current year 12 montlis and prior year 12 Inontlis combined net movement in funds, included in th¢
above are as follows..
Incoming
rcsources
Resources
expended
Gain5 aiid Movement
losses
in funds
UnrestriLted funds
General t'uiid
920,490 (2,020,237)
(120,061) (1,219,808)
TOTAL FIINDS
920,490 (2,020,237)
(120,061) (1,219,808)
11. RELATED PARTY DISCLOSURES
There were no related party traiisactions for the year ended 31 Marcli 2024 nor for tl)e year ended 31
March 2023.
12. CI4ARITY REORGANI.SATION
Followiiigr tlie incorporatioii of Kate's Home NursingF CIO (charity number 1203159) on 19 May 2023,
the reserves of £1 ,059,423 were traiisferred to this charity.
Page 16

Kate's Home Nursing
Detailed Statement of Financial Activities
for the year ended 31 March 2024
2024
2023
INCOME AND ENDOWIWIENTS
Donations and legacies
Other donations
Grant income
In memoriam donations
102,465
128,386
46,924
144,027
266,￿2
116,229
277,775
526,898
Other trading activities
Other fundraising activities
c￿01 concert
34,134
32,725
14,384
34,134
47.109
Investmenl income
Interest received
Dividends received
53
7,966
63
26,492
8,019
26,555
Total incoming resources
319,928
6(K).562
EXPENDITURE
Raising donations and legacies
Other fundraising costs
5,490
1.424
Support costs
Management
Salaties admin and nursing coordination
Nursing co.sts
Rent and rates
Insurance
Pension cosls
Telephone & postage
Clinical supervi8ion costs
Marketing costs
otfice costs
Canied forward
49,983
265,197
7,474
1,652
11,658
3,865
115
727
20,043
360,714
82,572
372,105
9,367
3,814
14.885
7.179
2,107
4.090
19,686
515,805
This page does noi forn) part of the statutory fin(InLial st<ltements
Page 17

Kate's Hon)e Nursing
Detailed Statement of Financial Activities
for the year ended 31 March 2024
20?4
2023
Management
Brought forward
Travel
Training
Account¥illLy
L£gal, profe.ssional and regulatory
360,714
11244
2,587
3,990
6.529
515,805
17,347
12,IK)6
3,049
16,496
385,064
564,703
Other
Fixtures and fLtiings
CO￿puter equipment
331
3.802
4,133
Governance costs
Transfer from ch(￿lty to CIO
1,059,423
Total resources expended
1,449,977
570,260
Net (expenditure)lincome before gal￿$
and losses
(1,130,049)
30,302
Gains/(losses) on fixed a&set investments
Realised gains/(losses) on fixed asset
investments
(91,476)
(28,585)
Net (expenditure)lincome
(1,221,525)
1.717
This page does not fortn part of the statutory financial smtements
Page 18