am Otlo "ri i F: 1111 IINI I IAIll 11 Tr:ALI"I I I'II())l()TI()N 'l'llUS'I' (A Chill'i1411)le CiJiiii)411)!' l.iiiiite(I l)). Ctiiiii'lliilee Tr'lh'ANI 'CIAL .%TA'fF.hlF.NT.S 30 SF'.I I"I,:Ill111,:112024 Conii)Iin)'i N '0. 343.S()02 Cliqi I'ih.i N '0. 1066070
THE BUIknNHANI HEALTH PR()NIOTIO,N TRI5(iT lTriDF.X TO'I"IIE FIN'ANI CTAL (iTATF,.IIF.NTS FUR THE I'F.AR EI%DF.D 30 SEwfEhlBER 2024 PAgc Report of ilie Ti'iislees 16 Iii(lepL'lI(Iciii Lx11 111 iiicrs Rci)orl 8ttile)iieiil or rii)Iiiicial Aclii."ilics Llalaiicc Sliccl 19 Staten)eiit i)f Ciisli l.-loii's 20-28 Nolcs lo ili¢ l-"i114711¥ ial Slaleiiieiil
Page I
THF. Bl1R,HAII I IlbALTH PROIII01'10,N I'RUST
TRUSTEF.S' ANNUAI. RF.PORT
TrOR THF. I'EAR ENDED 30 SEPTEhlBER 2024
.1 lie .1 rLlitees. ii.lio are also DirLclor5 for tlie piirpose ot" tlie CoiiipiL iiie5 ALt. I)£lI'e pleasLifL 111
pi'eseiitiii n
tlicii- aiii)Iial rep()rl lind financial slateinenls for ilie l'ear eiiLleLI J O Scplciiiber 2024. Tlie
f ili4111ei(I1 slaleiiieiits111¢ I'e beeii i)rei)arcd in accordance ii'"itli aceouiiti li LT poIiLies sel oiit iii iiote I to
tlie accoiiiils arid coiiipl}' ii'iili Il)e cl)arih- s triist dccd, tlic Cliarilies Act 201 l aiid ALcoiiiitiii¥ aiid
Rei)ortii)n b). Cl)ai-ilics'. Si<lleineiil of Recoiiiineilded Praclice ppI iccible lo Cli2 I-ities i)i-epariiiLT Ilieir
ccoiiills iii <1ccord<lllLe ii"iil) Ilie Finaiiciii l Repoitl112 Sicind<ird 1lPI)l icable iii tlie UK aiid Rcpiil)l ic ot"
Ii'elaiid i)iibl islied oj) 16 Jill), 2014
()WF.CTIVF.S AND ACTIVITIES IIY THE PUBLIC INTERLST
.1 lie LILlI'iiliaiii HeÉiltli Pi'oiiiolioi) Triisl { FII IPT) is fi cliai'ilable oi'gaiiisatioii set LIP bj, a graiit froiii tlie
late L()iiis arid Valei'ie Freediiiaii.
'I'lie pi'iiicipal
Piige ?
TIIE BIJRh'llAI¥q HEALTH PR()I¥IOTIONL 'I RUST
TRUSTF.F.S' ANh'UtlL IIEPORT- coiiliiiiiecl
FOR THE I'EAR EN'DF.D 30 SF.PTE.IIBER 2024
PROGRLSS IIN, AC.HIF.IIING ORJECTIIIES-continue<l
A ITiajoi' i)ai't of tlie iiici)iiie fr()m the TTUSt is iised to pa)"- staff salarie% iiiid 1( SSOL iqi ted c(151s. DLlI-jiiITr
Il)e 20? J124 fii)i111eial )'C<ir i1iL Triist ci))plo!'cd fii:c part liiiic iiieiiibers ot- slat'f.
Tlie Ti'iist 42150 lias ll Sjlliill te£ilii of i'oliinteers ii."ho asslst lili specifiL i)i-()jecls.
'lie -l-I'Ll%t'S iIILoiiie is i11so iised io fiiii(l oiigoiiio projcits %2iid to iiiakc (yi-ftiits, iiiaiii li i-elalcd to tlie
Iieccls of- tlic ! oiiiigi or eldei'l%' &111d alii'al's I'elcileil lu lieiilili pi'oiiiotii)l) 1111(l ii'el Ibciiig oi. to I'eliei'c
d isli-css iii soiiic il'a)., Tlie KLqiiesls for gi?iils are iiii.'esligalecl bl, Iiieiiil)ei'% of tlie ieaiii 2( lid at'e ilsilcill),
In<ide li. itll tlie Llll<ll)IIIIL¥IIS pproi of <11 I 'fi'iisiccs. I f ilic siliialioi) 15 111'¥)Cllt: aiid a tl'l151ee is Aii.'a)i jl
lias l)eeii agi'eed tliat qiioriiiii of lil o .1 I'iisiees is siifficiciii. Tlie I nisl ees Iiicct 01) a qil¢ll'lerly basis,
aii(l iiiforiiial 1>, at oilier liiiies. ai)d iiiajor deLisioiis 411'e i)IA(le b), Ilieiii dll logetli¢i' arid iii iiiiaiiiiiiity.
Tlie Ti'LlSt CLlI'I'eiiils' lias Illree 'l'riislccs. Dr Siiiioii Dail). (Cliaii.), I raiiLis Hiiglies aiid Jacqiieliiie
Lai'cr.
Tljc Ti'iist ofiiccs
Tlic Ti'iist. s I'¥locatioii lo Biii'iili<iiii Piii'k Flall coiiliiiiiLS lo l)e beiiefioic?I lo Ilic Bl IPT a% Biii'iiliaiii
l)ai'k HAI I pi'oN' iiles iiiorL SP4lLC 191)d 01)1 10115 10 <11 lui%' BHI) I. lo (leliiiei. l?otli Liii'i'eiil aii(I tiiliii'e
pi'ojeLl%. Tlie Ill¥llbeii)g ei'Liils Iini'c ell lield iii Ili¢11l1'gesl L)ri)piiioI'¢ Hall li itl) se¥ ci-fil IILiiidi'ed
i)eoiile 11tteiid ili¥ tlie ei'eiil.
'lie iiioi'e li(1s elei',1lcd il)c Ti'ijsl s i)iofile. 'I'liei'c is Ilic addcd beiietil tlicil li e arc 01)-site to l)e able
to <2cceiit doiiat10115 1111d Ihelp 10 oi'gfli)i%e ilie Care & SlIAI'e foodbatik. li'li icli 01)ei-'
Pai'k. I lall oli TLiesd£1)' <iiid l.-i'idil)' afici-iiooiis tiY)iii Ilie fu)'ei'. .1 IILI'L 15 siol'aoe s1)aLe pi'Oi'i(led c?t 110
c1111 I'oc L)}, Biii'iil)aiii Pai'i81i CoiinLil. ii.'iili f11111iei' sioi'age %i)aLe piL)i icleil folloii'iiig tlie siliiig of a
coi)l1< 11)er lo Il)e i-ei11' of ilic l)Iiildii)g ii'liicli Ilie l)firisli Coiiiicil liii ai)i)i'i)i.'e(l.
Tlic Ti'iiqtcci 1)d StalT ii'oiilLI like io i>lace oil I'ecnrd Ilieii. coiiliiiiicd ili(?Iik's to tlie Parisli
C,'OilllL il loi's k)11(I Ilic statl.at BLlI'iII)£llii l>ai'K. I lall fnr ilieii. Lciiiliiiiied 5111)pillt ot RHPT ciiiLI Ilie L ai'L
I Slj<?i-e I'L)LiIIL)c?Iik iiiiti621ii'¢.
Ui)Ilate to tlie Ti'iisl Lu¥0 #ii(I sli'ai)liiie
I l li lis felt li). lioili sliiff aii(I l-I'ii8lee% 11111 I Ilic 'fi'iisl'5 logn i%4151(TrDk' ii)g i)Iil{IcilLd, Aftci. iiiiicli %l<ift'
ai)cl Ti'iistcc COllNiilt¢ltillll. <1 iieii lono il'as
THF. IIUIINL'EIAII l HEALTH PROI)IOTIC)) I'RUST
TRUSTF,F.S' AN'INUAL REPORT - conliiiued
FOR THE YEAR F.N'DF.D 30 SEPTF.IIBF.R 2024
PROGRLSS INI ACHIF.IllIN'G OBJECTIIIES-conlinii¢il
Tlie iiei¥' logo is slioii'i) beloii.:
am
Otloil
OLN-(:OIYI (: 11}Il>'l' l)R()JF:c'rs
Cal'e nn(I Sliiire
13111.iiliaiii Care aiid Sl)<lr¢ is a j()iiil ii)iliatii'c beli%'e¢ii 111 I })-[-, SI PLlers C'liiirLI) 1( lid I". oo(l%l)ai'e
M(1 i(ILiiliecid 1¢ l)d oiicri11Ls iiiidL'r Ilic iiiiibrclla of J""oodsliare Maidei)liec2d ivl)o I'eqiicstcd tlial il
slioiilcl be sel LIP c1S É?li iii(Icpciiclciil cli1& i-ll),.
l)111-iiigy tlic )'e¢lr a sli'iilcb), Piiiiel coinprisii)g l O i)eciple iiicliidiiig represeii11¢ liN'cs froiii 111 I l)'I', St
PLILr' s C liiir¢li, M1( iclciilicad Fooilsliare <?ii(l otlici's fi'oiii ilie local coii)111111)ity il'as loi'iiicd to
Illlc 11¢1ge tlic set-lip of Ilic iieii, cliaril), aiid ilic Iraiisitioii of rcsi)oiisibilities.
I i) October 2024 11iii.iiliaiii Carc & Sliare il'as foriiieil as a C'l() li itli L'oiiipaii), 1111iiiber - C'l.-O.3 7947
& C'l)c?I'il)' IiiiiiibLr
1 ?1058.1- litt s:/lre
istcr-of-cliarities.cliaril
'coiiiiiiissioii.
oi'.IiklLii/cliaril
earcli/-Icliarit -detai Is152504261conlacl-iiiforiiialion.
TIIL Clii?I'il)' ii'i11 1-111) iii(ILiiLI)(ILiitl)' ()r Nlili(Ic'iil)ea(I I:00(Isliarc l)Iil li il I sli11 ii'oi'k al()i)bpsi
Pcige 4 'fHE ]SUIth'HAfvI H EALTH PROIqC)TI()N TRUST TRUSTEES, ANI NUAL REPOR'I.. ¢onlinued FOR THF. I'F.AR FNDF,D 30 SF.PTFJli IBF,R 2024 PR()(;RESS IIN ACIIILI'IJNG OIIJECI'IVES-conlinueil BHP-I ' s LOI)liiiiicd I'ole li iihiii Care & Share, alloii-s us to sigiiiN)st these i'Liliicrable people qiiick.l!' aiid efficieiitli, i)11 to oiher siipporl ageiicies: sucli as I lelpiiig I laiids at Blicks Q"C: SIoiirJl) Roroii(Fli Coiii)ci l arid Citizeiis Adi'iLe Biireaii iilio ill liopefull). be able tc) allei icltc soiiie of Ilie clialleiiues Iliei, al-i expcriciiciiig. I ri tlie )'e¢l1' eiid¢d J Oil) Sepiember 2024 cre & Sliarc siippoitcd i 76 fil111] lies eqiic?liliQ to 2.72) 1diilis 11]d clii Idi'cii iii total, a sliglil decrea5c fmiii 2023, biit slill lii?liliglitii)g tl)c sigiiifiLaiil iiecd f()r tliis fouLlbciiik 10 siippoi'l Ilic Biiriiliain coiiiiiiiini¢J. 111 JAiiiiiii'y 2024, Care & Sl)are i¥'elLoii)ed Ilie ai'rii'fil of a Iiiilf si7.¢ stor<ige coiitaiiier, li IIILII is located iii a seciire arca fti ili¢ back of Biirnliaiii Park Hall. 'I'liis il'as ¢)Iircliased b), Care & Sliarc ii'itli fiiiidi rig siiiipl led b). Helpii)g I laiids nt Biick iiiglia111511ire Coiiiit), Coiiiicil tlii'oiigli tlie Goi'criiiiiciit14oiisii)g Siippoyl I'iiii(l. Tlie gi'oLiiidii'orks for ilie Loiitaii)ei' ii'ere liiiide(I b), tlie local Lleeclies Coiiii)iiiiiil)' Boai'd. We are gi'atefLII to liotli Biickingl)ainsl)ir¢ Coiiiity. Coiiiicil aiid tlie Bee¢lies Coiiiiniiiiit! Lloard tor tlie graiit fiiii(liiig li Iiicli Ilas tA¢ilitated the ac(Iiiisilioii ai)d siliiig of tlie contciiiier. Tlie extr'a storage space l)<iS eii¢1ble(I lis lo piii'¢lias¢ layger sloc'k qiiaiilil ies of liiiiied food aiid lioiiseliold iteiiis aiid li(?S eiiabled ilb to £toi'e tlie i'er). gci)ciDiis Hari'esl Feslii'AI cloiinlioiis i%'c receii'ed Iliis )'cAr. BHPT Alld Cai'c & Sliare ii'oiild l ike lo Il)aiiK ilic ¢oiiiicilloi's of Biii'i)Iiain VNrk I lall for Liiicl l! grLciiig to tlie sitii)g of Ilic coiitaiiier. Ile ii'oiild partiLLil¢1rli likc lo tliaiik tn 11 Iliose Si Pclcr's Cliiii-cli ii'lio giN e Il)cir tisiie aiiil errorl lii'clcssl)., aiicl ii'oi'k" aloiigside lis lo coiiliiiiie In delii'ei- Il)is iiiili411iic to tlie coiiiiniiiiiti,. Tliaiik !'oii io IIIosc (11 Foodsliai'e t"oi' tlieii. eii(Ilcss licli), siii)i)oit aiid diiEctioii espcciall5' li) %etliiig lip tlic CIO. Ille ii'oiild als() l ike 10 11)aiik oiir i.'oliintee¥s il'llo pi'ol'idc stock N)oiii siii)poi'l aiid oiii. dLIt)' IiiaiiRgei's: di'ii.'ei's é111(I IisicI)crg, i%'l1011£l1'e gii'eii ilieir iiiiic so seltlesslK' li iilioiil ii'liicli li'e iVOLild i)ol be able lo coiitiiiiie lo operaie. I,asl, l)Llt ceit<iiiil)' J)oi Icast, li'e ii'oiild 71 Iso liK'c 10 I11,giik' ei'ei! une iilio lias (loiiated food iteii)s or Iiioiic), to CRI'C & Sliare, l)oii'ci'¢r siii.Ill ii-l)iLli lias eiill l)Icd iliis iii itl%ltii'¢ to Loi)ti1111e. 'iiiii hei. 22 Imontal Ilcallli Pi'vi'iyion 'I'lie 'l'i'iisl s lil 0 1i7ciital lienlili iiiitialii'es. 'Hold M)- I laiid" for I-oiiiig i)ci'soiis aii(I "Hope" foi. (liilis Ii¢ll'e LC)i)liiiiic(I to ()ffer f<isI tl'qi ck. s111)1i()1110 Ilie GP Siir(Trcr)' &1 Biii-iiliaiii HeÉilili L-'.ei)Irc ai)d Ilie IoL<il Biii-Ii11<l111 C'oii)i)111)iili' (liiriii{b ilie i)ast i'ear. .1 IIL .1 lolcl Nl), 1111 lid-" iiillilII'c for i'()iiiio persolls ii'liicli coiiiiiieiiciil iii N'oi'eiiil)ei. 702011<95 Iieeii i)I'()i'j(ljii() S li£)Iii's c)r Loiiiiselliiiyi siipport to ilie (Jl) siiioei-i. Li2ch li eek il. lili 11-Ll l oi'¢i' l 00 I'efi'i-I'c21s 11(11.-jiiu beeii 1iii1(le %iiiLc Ilic ci)JlllllL'llCClllClIt of the iiiteri-eiilioii. Y()Iiiiu l)LiliLiils (1tFcd t'ir>iii I I lo 21 l ji. j li() iii Ilic 13111.1111<1111 rc l( 491'e iil)le lo acccss iliis earl!-- inlei'i'eiilioii iiieiilcil lieiilili s111)1)oi'l. I'lie 'HI)i?L i iiili<11ii'c l.or acliilis coi))ii)eiiLL'cI in Oclc)bci- ?0?? tollcili i i)ri ilic siicce4% Qt. tlie "I lolil M!, I lai)(I' iii iti,Itii'e iili(I proi'idecl 811oiirs ol. coll11e1 liiigt s111)i)c)rt t'nr tlie l)eiiefil i)r i)(IlieiitS Ilt tlie ir l) siii'b7cI').' As fi'c)iii N'oi'ci))l)ei' 2023. folloii-illL) addiiic)Ilcil IiiOiiclai)i siii)i?c)11 1'eLeii c(1 Ii'oiii tlie l.oii is 1111(I Valci'ic l-'I'ee(Ii))aii C'liai'il(Il)Ic' Sciilciiiciii Illis 1% 11% siibscqiieiiil)i iiici'easeLI IL) 121i0111'.s to
THE BURYIIANI HF.ALTH PROI¥qOTION 'I'RIIST
I'RUSTF.F.S' AIN'IYUAL REP()RT- Coiitinue(I
FOR TIJE YEAR FNDED 30 SEPTE,IIBF.R2024
C)LN-c:oiric: HHPI. PROJECTS- eontinueil
i)ieet Ilie iiici'eased Ici'cl of i)eed. The coiinscllor dcliNeriiig ilie siii)i)oit Is expei'ieiiced at ii'oi'kiiio
"itll cl iciits li itll siiicidal ideatioii ai)ioi)gst other issue5 aiid tlie patieiils <l1-L offci'ed l O scssioiis of
Tlie olijcctii.'c of Iliese initialii'es is lo ii))proi'e tl)e einotioiial ii'ellbeiiig Df!'OLiiig PLiticiitS ¢?iid
adiilis slrLiggliiig li itli iiiei)IAI Iicalil) issiies Iio (ire registered at ilie Healil) Cenli'e aii(Ilor li lio l li'e
i ri oi. ai-oiiiid tlie Biirill)lI1) i11ecl Iliei'eb). Tediiciiiu visiis (o ilieii. GP'S aiid tiirtliei. to rediice tlie
biii'deii 011 tlic fill-e11 d%, sli'elLI)ed N HS resoiirccs.
Patieiits pi'eseiit iviil) I'ar)'ii)g issiies bill l):i)icall)' ii)cliid¢ dcprcsSiOlI: aiiiiet),, Icjii, self-esleeiii,
faiii il), Ri1(1 rclatioiisliip issiies. ai)gei', alleiiii)led siiicidclsiiicidal i
Piib7e 6
THE BURNI HAh1 HF.AI,TH PRO10T[C), TRUST
'J"RIISTEES' ANNUAL REP()RT-wnlinued
FOR THE YEAR LDED 30 SLPTF.II IBF.R 2024
'.GOING BHPT PROJECTS - continued
Scliools Prujetl
BHP I. Loiiliiiiie to ofler siippoi11o schools for projects tliat iioi'L 1% lili ) oiii)g cli ildreii 1£ 11(1 fai111 l ies.
i)ai'ticiilai'li' li lili <1 foLllS 011 J))ciilal l)C241111: ii'cllbciiio aiid resilieiice: Ivitli Ilie coiitiiiiied SLlPPOrt
fi'oiii tlic Loiiis 41iid Vrtilerie fleeilniaii Charitable Seiileiiieiit. BI4P'I' ii'crL aoain ble lo ii)I'ile
appliLalioiis froiii tl)e scl)001s for graiils aiid lii'e fiii'ilier graiils iiere aii'ai-dcd b), tlie l-rLlStccs
diii'iiig tlie fiii£111Li49l )'eiir eiidii)g 3011) Scpiciiibcr 2024.
Details of Ilie gi-aiits fiii'arded diirii)g Ille j'ear al'e as folloii's:
lJ}'ncli Hill Scliool il'as aii'arded £6.?00 io Crcale a Seiisory Gaideii / Foi'est SLliool.
Di'opmore School il'as aii'arded £>,QOO lo ci'eale ali Oiiidoor IRai'iiii)g Projcct/Foresl Scliool
Oiir La(Ii' of Peace Ciilholic Prin)Ai!' anql Nursei). Scliool aiiai'ded £5,000 to iiiii)leiiieiil Ilic
Nliifficld Lai'l), Iiitei'i'entir)n i))-ogiaii)iiie il'lii¢li oftcrs siii)poit foi. eic rl), l'eai's childreii.
St. Petei's Scliool i%'
Page 7
TIIE BURNHAIll HEALTH PR()IlqC)TION TRUST
TRUSTEES, AYI NUAL RLPORI,. ¢onlinue(I
FOR THE YEAR ENDF.D 30 SF.PTF.NIBF,R 2024
OIN'_GOINL G BHPT PROJECT.S- continued
.Job Cliib- coiitiiiue(I
So far, tlie Job Q liib lias siicceedcd in helpino 19 people back iiilo ¢1n[)lo)'iiiei)l aiid Tlie C Iiib
coiitiliLleS to groii" aiid to gilill gre<iler recogiiilioii iii tlie Coiiiiiiunit!..
Job C l Lib 1% opeii tu <111 and allracls atlciidces froiii all CkgrOllEid5, ages aiid iialioiiRlities ai)d lias
Iiclpcd attciidccs 11 ppl) for.jobs in illl sec1015 fioiii local goi'eriiiiieiii, to scl)ools, retciil,110spilftlit>'
11(1 IOIISlI'iiclioii.
.Sin%iiig for Youi. Menior.
%iiigiiig for Yoiii. Meiiiory, riiiis ol) a Tiiesda}' for ftii Iioiir on ilic lirsl klll(I Iliii'
Pcige 8 THL BuNlAl HEALTH PROINI()TIOIL 'fRUST TRIISTF.F.S' ANINUAL RLVORI.. ntil1ve(l FOR THE YEAR F.Nt)F.D 30 SF.PTF.I(BF.R 2024 ON-GoifiG IIHPT PROJECTS - conlinued Il'ellbeing Sessions - conliniied Additioiial Ii'i 1¢ ' siia eNperieiiLe ii""as sel ilp comprisin2 iiiiie IoLI11 bedllt), & l)ol istic tliei-apists oftci'jiin 11& slcr scssioiis, siicl) as facials, r¢fleiolog%' aiid iiiassage. T1105¢ 11'1io attciided ii'ere <1150 IrelIe(l io Ilii'ee flee ii'ork'sl)ops ai'ailable Il)roLigl)OLlt tlie afici-iiooii aii(l iiicliideil Qi Go))g (siii)ilar fo Tai C.Iii), Peli'ic Floor Balai)Ling aiid tiied ilclllOlI, li'li icli li ere lil I 'ei'y li el I I'eLeii ecl. BI IPT sold raftlc tick'cis al il)e ei'eiil ai)d I'aiseil £211.1 O, ii'iili fill pi'ofits goiiig to Ilie C'.dl'e & Sliare 00(Ibank. Bli I'iiliani liitei'gei)ernlif)iial Pix>jcct {LaS'I) Tlie TrLlSt s i)I'evioiis CLO Sliirlc). Sl)42ll' ¢oJiliiiiies to delii'ei- projccls locally iisiiig ilic l.aST I'esoiirces. 'liei'e (ire (iiri'ciil [)' Il)rcc l.aST i)IpjeLls %iiLLessfiill) riiiiiiiiig iii BiiriiliÉlll). 'I'lic oi'igiiial Pei'i-)' Hoiise aiid St Pelei- s SLIi(K)I Pi'ojccl cclcbraled ils 21 sl bii'ilicla). Ili is )'eai' ii'liilgl Leiit Rise Scl)()ol i s iioii, siii)poi'tiiig tii'o projeLls. oiie ii'illi Biiriiliaiii Coininiiiiil), AssoLiHtioii'.s Nqoiida>' C.ILib (ii'liicli Loiiiiiiciiccd ii) J&?iiiiai'!') aiid (ijie il'iili N icl)olas I loiise {AbbeN'field) Carc 14oiiie. 5illLe N4ai'cl). 'l-lie -Fi'iislees islI lo Ill71)K Sl)irlc)' tor Ilie liiiie slie speiids oil tliis iiiiticl1ii.e eiiiliLlSIRSticalli' dcl ii'eriiio local pi'ojecls li IiiLlI clelibTrlil Iliose liick), eiioii¥li lo be iiii'oli ed aiid also for ilic ii'oi'k aiid l-cfiiiciiiciits slic LOlltii?iies io iiiak"e lo Ilie LaST Irsoiirc¢s. Tlie eiidless Pi2SSiOli %lie lias deiiioiisli',Ile(I foi- iliiLI-gci)er,?li(yi1<l11)I'LijeLlS is asloiiisliiiig. Fiii'tliei. I'etiiieiiieiils to the li ebsilc II'l)icl) makes ai'ail<ible ilic LaST toolk it Loiilii)Iic lo bc iiiade al 'iiiii' leni'iiiiigaii(Isliai-iiigiogether.orbY.IIK' ii'lici'c if is i)088il)le to doii iiloEtd trial iii()(ILiles Aii(I lo PLlI'LI)<ise Ilie loolkil iisclf to fqcililliie Ilie ens), I'iiiiiiiiig of ali iiitei'.geiier(ilioiial gi'oLII). T)oiiatioiis l-lie 'fi'iist Loiiliiiiies Ic) oL¢asioi14111I' Iirvi. i(Ic fiiiaiici411 $111)Iinil lo otli¥i' oi'gaii isatioiis eiial)l iii¥ Iliciii to i)I'oi' ide aitii'itie% <lll(1 scr%.. iics loi. Ille beiicfil of Ilic Ioc<il coiiiiii iiii it).. -I'IIis !'Lai' ilie Ti'LlSt siipi)oi'lcil tlic Ilo111 I'J. C. liil) Ilii'c)Iig¥li tji l [)T"s six?iisoi'sliip of Ilic Doiikc}' Del'l)) AiiniiAI ljl-Ants Scliool IlJiifoi"JTi Iloiicliei .<l)l i'cdi-. tlie -[ I'ii%l clislYil)iJlcd i"-oiichL'TS lo C1 re & SIIlL i-e Llieiils 1¢ t F.<i%lei' ?( 11(1 Clii'isliiiq¢ S tiiiie fcii. tl'Lsli iiiei¢ t 43iicI i?i-(?dLllI. l.olloii iiiiTr the Llosiirc of- Ilie local l)Iililiei- ii-lii) friiil il121ed Ilic i'ollLliei- bcliiiiil, 13111)'I' I I'iisIc¥S deciclL'II ii)slcad io fiiiid £900 II01'ili ot- L50 8clioiil Llii ifi)i-iii i'uiicl)ci's tIDIii Scli£)ol D<ll'S Dii'L'Ll4 Iocii l iii)ifc)riii s111)i)lier aiid iliese iilrc disii'il)Iili'(l iii taiii il ie% ii) i)ee(I IL) liclp li itll tlie li iojli co.sts ()r ()bi{ljll jiiip sclJi)()l iiiiilon)i il¢iii8, L'%i)ecicilli' Ni'liett Iliei'e al'c sci.'ci'al cli il(Ii'eii ot. scliool aLJC ili tli¢ Iii iiiil)..
Page 9 THE BURNHANI HEALTH PR()1IOTIO)' TRUST TRUSTEES, ANYI UIIL RLPORI.. ¢onliiiue(I FOR THE YFAR F.NDF.D 30 SF.PTF,IIBF,R 2024 ()ri-(:c)IN(: BHPT PROJF.CTS - continued Sehool Unifoi'ni VoiiL.hers-continued Priorit!. li.as nji'cii lo ihose fajnilies 11.ith senior school dgecl Lliildi-eii as piircl115il]g 1111 ifoi'in t"oi' tliis c gie gii'oLlP IS Iiioi'e expensii'e thali tlial i-eqiiired t.or iii-iiiiarJ- scliool aoed cli ildi'ei). Lacli Lliild ii'itliiii a faiii i l). ii.'a5 allocatcd £50 11"Iiicli conlribiilcd loii'ards ilic piircliase of Iiiorc expei)sii'c iteiiis siicII s bli1ZCI-s aiid jiiiiipers il'iil) Ilie scl)ool"s logo oii. I'eeclbclLL fi-0111 tlie pareiils li'c25 1'Ci-)' posilii'e iiiid Ilie i'<)Licliei's el'e gi'atefiill), K¢c¢ii'ed csiiccial li, a.f iiiaiij, cl)ildi'eii iicre stai'iiiig iii S'ear 7 c?l a sCIIIOI' scliool aiid ii'OLild I'eqiiire al I lie1 scliool iiiiitoi'iii. 'I'lie I'rlislees also aii'ardecl Iid(lili()i)al si)I4111 gl<11115 lo siippoi'l a iaricty ot. dift'ereiit local oi'gaiiisatioiis, IlcAvei' Scouts Fire Pits Projcct 111 Spi'iiig of 2024, tli¢ I sl L¢iit Risc & r)orii¢)' Beai'er Scoiits re¥eii'ed a £2,500 gratit fi'oiii BH P'I. to%%'ards groiiiidii oi'ks and Il)c piircl)ns¢ of4 fir( i)its, to be iised l)I' tlie scoiils as part ot. tlieii. niitdooi. actii'ities al tlieir Bii)-iilian) SLoiil liiil. Ilork il'as dill), coiiiplele(l. niid Bl Ip-r iicrc iiii'iled to atteiid ali 01)ei1iiig cei'eii)oii) 011 SRtiii'da)' tlie 7tli uf Sei)teiiiber. -1 lie scoiils lia(1 Plcpiircd lliid sct iii) Ilii'ec ot. Ilie fil'e i)its aiicl ii'ere cookiiia packets, lii'eadslicks (ind t01( sl ii)g li)rS1111¢ Iloii's. Tlic agc I'aiigc ot" Ilie 5coiIIs I'Éiried froiii Ilic i'ei). )'OLiiig 617 )'car old Bcai'ei's lo ilie oldei. 16 )'ecli' olcl LNploiEI'S. 11 I%',Is good io see tlie oldei. cliildreii siippoi'liiig ilie }'oiiiigcr oiies. A i)I'csei)tatioii i)laqiie il.l& % Incicle aii(l iiiii'eiled ii'liicli is Iioii. siliiatcd iii%ide tl)e %coiit Iiiii for al I I'is1101-s to scc li Iiicli coiiii)iemorgiles ilie IJH IJ'I. (loi)filioiJ aiid oi'ciall siippoiT foi. tl)e i)I'ojeLI. Tlie Ti'iist lia5 SLibseLiiieiil1)' bcci) a(li'iscd iliat, ii'liei'eas i)IEI'ioiislJ', scoiil groiii)s liil(I lo Ii'aiicl fiii'ilici. ficld to oiliei. caiiii) %iles, ii'iih Il)e l< SSOiiaic(I cosls tliqlt ciitgl ilcil: Ilie BH PT gi'kiiil lias Liiable(l illclll¥' oilici. local scoiil bJri)111)% 4lCI'OSS Ilie Lliit'iiliaiii ai-Lii10 iise Ilic firc i)its aiid c()nk' iiig, ftlL i l ilies iiiui'e IoLiill>'. J3iicks Visioii Lbl'42llt of £RQO li <15 1)ia(Ic lo Bii¢K' s 11 isioii. ¢1 Ii)L'Él l Lli<ll'ili' ii'lic) pi'oi'ide lielp ciiiil siippoi'l lo tl)¢ bl iii(l aii(l iliosc i.'isiial li. illlP<lil'L'd. .1 lie gi'aiil c51.Il)led Ilie i)i-oduilioii of tlic cliai'iti, s Seiise Ai)(I Sei)silii lil), bi'ocliiirc, iidN-'erlisiiig le<illels lid Ilic i)riiitiiiTr ot 111-ecliiig rils foi. SRle to gei)ei'dte fLlI-Iliei' fliiicliiig for IIIL))). 13HPT 1{7 %iibsec]Iiciiil)' I'isitcd tlic y()111) iii Decciiibci. 2024 &2iid ii'ei'e i'ii'i. i iii i)I'csscd li!, Ilie (Il11c lil). 11 lid (lii-'Clbil!' of the s11111)c)i-I IK"illLI nt7ei-cd aiid tlie eiiiliiisi1( Sll) of Il)c i'c)l Liiiliii-s i%'lio I'iii) Ilie Lyri)Iip. 'lellio(li.st C.'liii i'cli &iiJiiiiiiei" Outin(y and Clii-islinas Liiiicli E3LlI'iili<llil IN,letliii(lis1 C"liiirLII li (IS cl11-ardcd £ 1.000 loii-ards ilie <llllllliil Siiiiiiiici. Oiiliiio Iiiid ('. l)I'i Sliiias ILiiILII ()f¥ll4 1)isc(I i)I'jlllciril!' for ili¢ cldcrl!-' iii Ilie coii)iiiiiiiili'.
Pagc lo THL LIURN'HAIlq HEALTH PRO10T10L1 TRUSI, TRU.STIIS' kllNIN'UAL REPORT- ¢ontiniie(I FOR THF. I'F.AR F.NDF.D 30 SEWI'LIILILR 2024 ()N-(:()IJ'C: BHPT PROJECTS- continued Annual Gi'.Ints - coiilii)iie(I Re(1 Kitcs Il'4ilking Foolbii 11 £596 Il'as 1& 1I'<ll-ded io Red Kiles Illalkiiig Football for tlie proi'isioti ot" iieii. kit (lisplas'iii ty tlie BHP I logo as spoiisoi-. Gi'aiit Incoii)e 'I'lie l-I'Ll%t ¢igaiii I'eceived a £?6 coiiiii)issioi) iii rclalioi) 10 sell iiig Biicks C oiiiits, l.ottei')' liLkels arid 1142S also aii'ardecl ¢1 Jol)ii Leii'is Li))ploi-Iiiei)i. Lilii¢<l1ioii aiid Trail) iiig (il'aiil of £1,334 11'liicli BI IP'I. ii'ei'c dcl iglited to I'eceii'e. 'I'lie I'eiiidillilill doii<ilioiis iii ilic )'¢ar ii'crc rcc¢ii-¢d froiii tlie Lnuii ancl Valci'ie Fi'eeclinaii Cliaritablc Settleiiiei)t. FIITURE PLAfiS Tlie Ti'iistees coiisicler Iliai 1S)e iiiipacl aiid coiiscqiiciices of c.oi'id 19 011 Ilail}, lit-c ii'ill L(Illtiiiiie to be feli for Iiiaii), )'cars, aiid Il)e iiiipact ofclv1iil)s aiid bereai'.ciiiciil, sei)aratioii, I'esli'iclcd scliool iiig aiid SOCi<il Loi)l41Ct ii'ill all l)41I'e sigiiilicaiit, iiegcil li'e coiiseqiieiiccs oli tlie local popiilal 1011, i)ai'liciilai'l)' t"oi' Ili()se fcliii il ies aiid iiidii'idiials ii'illi ilie lea%1 I'eSOLlI-ces, bDlli pl)!'sical (iiioiie),, si)ace. faci l ilics) aiid person111}., (eii)ol iOll4111)', cogil<?lii'el!': seiise c)f plc2Le ai)Il sclf-k"iioii leclge of IIc&l1111 fi11(I sclt-pi'oteclioi)). BH PT I.17 I coiitiiitie ii'iil) ciirrciil ii)iiiatives iiicliiiliiig eiisiiriiig coiitiiiiicd access l))1 Ilie Lliiriiliaiii coiiiiiiiiiiil) ro C'ai'e aiid %hcire, <1n(l as a I'csiili of ali additioiial £5,000 4fci1i1 fi'oiii Ilie l.oii iq iiiid ValLI'ie I. I'LC(Iiiiaii C l),?rital)le Seiileineiil Io Collliiitic ii.'itli tlie "Hnld iii!. Hcincl.: Iiiciital liealtli earl), iiilei'iieiilioii Pl'OjLcI lor )'oiJi)g i)e(>ple ciiiil e.IPl< 1)d Ilic "I lope iiiiliatiite lo coiitiiiiie to pi'oiiide siii)i)oi'l to tliose ti(11111s fL'fcrrcd Iroin ilie GP"s <11 Ilie Healtl) Cciilie. A(l(lilic)Iiall)i ii'illi tlie c()iilii)Illi Iicc of fiii'ilicr g)I'aiils tii)iii Luitis aii(I Iliilei'ie I, I'cc(Iiiiai) Q.litii'iliibl Seiileiiieiil, IIIL Siliool s Pi'njeLI li il I coi)liiiii¢ lo siii)i)oi'l i'i>iiii¥i (li i l(Ii'eii clli(I tlieii. faiii i lies ii'iili 1¢ tocllb 011 IiicI)1421 lie¢iltli. iielllwiiig iiiid biiildiiiu? I'esil ie51ce foi. Ili¢ fiiliii'i.. Tlic 'fi'Lislccs aiid stalT itl)'e lisficd Iliat iiiaii). nf llist r s fiiliii-e i)laiis lici%'C bceil iiii pleiiieiile(I i'iili iIiL .liil) C. l ill) l)eii)4P <il)IL Ici c)ffcr i-cliirl)i$17ed 1£11)tc)l)i iiiid il)ads 1() tlIL)se iii Iicc(I lo lieli) Ilieiii <llll)l!' fni'.j<)li% ()Iil iiie. 'I'liis1iÉ1S1)eeii ilLliiei'i'il ii'itli tlle assistaiice ol. M(g1'tiii Cai'lei- of 11<11-111 il I ('oiii i)Iilci's 11 lio IiLI% LIl1'KiLd oiil Ilie iyfiirbishinei)I c)f dniiiqlecl ileiiis. NILlI.- iiciiis liai'e <1150 L)ccii i)111-I111< SL(l li lili Ilic IiioiiiL"% l-LLI'ii-'cd froiii tlic Johii Leii-is L-'i)iiiiiiiiiiit!' (Jl-cllil. -l-lii' £iiiliL I i?<il<'il cll(]IiisiIioii li7d %itii)(F of Ilic coiiliqiner to pr()N'icli iiioi-c stOl'L21)e %i)ciLe loi- C'i?I'e & rol loi%'iii(J I Iii'ilici. refL'c'ifLI) Cl( ri'icd oiil l)i' BHP-l- Sliitl" jlllil Ilic i)os%il)il ilK' Lif IliL 'I'I'iisi l)L Iiibi IIL)li lo Il'ia l a s111)1101'1 (71.01111 f()I' IIiL)%C Cliriiig fni. ¢l(liili% illl(l iliildi-cii li lili ADH DIAiil i51111L)ys1)1', ass()cialc(I iieiii'(i (lii'L'fsC COI)clili(111s. il 11 ii s fLlI Ilial siicli 41 cleliiei.). il'as Iiol a i'l¢il)le iii'L)i)1isilioii al
Pagc 11 'I'IIE BURNHAM HCAL'I'H PRO,Iq()TIUNI TRUST 'I'RUSTF.ES' AN'NUAL RFPOR'f- ¢onlinuc(I FOR'fHE YF.AR LINDED 30 sEpTF.1BER 2024 FUTURF. PLALN.S - ioiiliiiiied tIIc ciii-j'Lr)I tii)ie cliie lo ilie cl)ild to adult ratios iiii.'oli.'ed and requircii)eiit tor special 1st telc cliei's aiiLI siii)Iioit stat"f ii.itl) Il)e <2ssoLiated costs tlial ii.oiild accompaiii. tIIc pi'oi'lilDII. Tlie i)I'oi'isioii of Iiioi'e pli)"sicHI cNcrcise classe> aiidlor SOCil% l oiiidoor piirsiiits dl. ill lable lo all fL)r free or £11 <1 iiiodest fec li oiild be 41 good addilioii lo ilie BHPTS poi-lfol ID of offcriTigs ai)d altlioLigli .1SPiI'<lti01lS to acliicN'e Il)is diji-iiig ilie sl ).Cl. iiei'e a little disappoiiilii)g. Ilie 13HP-I' 111)dci-stai)ds tlie N'411 LIC Aiid beiiefil ()f l)oldiiig SOCi411 ei'ei)Is for rlie beiietit of Ilie coiiiiii Liiiils,. SIiLli ei'eiils I'ediice isolaii01i 1< lid eiicoLlI'agc social coliesinii. BI I PT is cxploriiig the ofteriiig of "Scaled Yogil classes lo siippoi't tliase iii tlie LOliilllLlllit)' Iviili liealili-I'el<ltecl issiies Ilial Iiiay piei'eiil Ilieiii froiii atteiidiiig oil)ei geiiei'al exei'cise gi'oLIIIS. Tlie opi)oi'tiiiiili' lo liold a fiitiire FaJi)il)' Fiii) D is beiiig exi)lored 1% liei'ebi. cliildreii aiid adLIIIs '1 I I bc eiicoiii'aged to i)arti¢ipalc ii) oiiidoor giiiiies aiid i)Iii'siiits. It is lioi?ed tliat siilli <111 ei'eiit ii'ill eiicoiii'ag¢ social iiilci'aclioii al li fiiii coiiiiiiiii)il!' ¢i'cii( for <111 aiid ii'ill ciicoiiragc botli ftdiilts aiid cli ildi'eii to si)ciid Inore liine DiitdoDI's g¢iiei'al l) aiid aii'a>' fioiii sc'reeii-bclsed deviccs. A i)ossil)le liiiicli li ii)c ¥liib for Il)e clilei'l). iiiLoi'poiiliiig a social ¢liib ii'itli Iliiicli iii¢lLided is also l)ei lig Coiisidci'cd. Add ilioii¢11 IN,, fol loii'ii)g oli troj)) Ihc SilCCCsS of prei.'ioiis Illel11)eiiig AtteriioDIi%, cl fiii-lliei. Illellbeiiig Aft¢i'iiooii Is i)1I11111cd for Sepiei))bei' 2025. Tlic 'fi'iisl lllso plaiis tn alteiid ilie Ani)iial DoiiK'ei. r)ci'b!' BH PT li i I I coiiiiiiiic to ii'orK 10 cnsiirL Il)e siiiooili tl-¢iiisfer of tlie Crf41rc & Sl)ai'e i li itiatii'c to a CIO aiid lo eii<il?le il to Lui)tiniie lo seii'e tlie l(IC<l I coiiiiiiiiii it!, ql11(l io see il floLirisli (11)d b?I'OIV lll I l)'I' ii'oii Icl like lo coiitiiiiie Io <111 &ir(l %liicil I g)r,iiits iiiio IIIL ioiiiiiiiiiiill, ii'liieli il is feli1i11s beeii 1)¢l1'1iciilai'l)' iiiii)acltiil 121)Il rLpfLSCI)ls goo(l i'aliic foi- iiiciiie). li lili lai. I'cacli 1114> L)eiietils, Irc al'c lookiiig iTlto IIIL I'iiibi lili, of ollcriiifF £1 "Moiivi. Nqilllrfigeiiiciil.: coiii'sc to SLlllI)Ol't tlic coiniiiLiiiiI)' iii iiiidei'%taiidiii¥ liTrii 10 171?1 l)iig¢ Ilieii. Iiioiici'• 1111d iii iiiidei'51ciiid iiigi Ll'e(lil i-filiiigs ai?(I iiilei'e%t I'dte.s of loaiis etc. N,1¢2111' clSPiI'<)I iOll¢il l<irgyel% ii'ill be <lLliici'cil l)i' (Ii<ll¥'illg l)li tlie eNI)Cl-ICllCL ofoiliLI'S. 'I'lic iIFII)-I' Iliei'efL)i-e L()IIII IlLie% to l)e c()niiiii1led lo L's1É1[Ilj%lijiiv tiii-llier l iiik"s iviili uiliei. Ll)<lrilies ciiicl I'£)aiiisatiOllS 11 11(1 lo iiorL Loll<11)0171ii'el)' li illi iliciii oil fiiliii-L Pl-()jeits lo lieli) li_£ acliiei.'e oiii. gJ(ials. ,1 IllLLI iLlllI-tei'iii olijeclii'e nf IliL. -[ fllsl is lo IniiNÈniiie tlie iise ot-llie IlLiI N,1eiil<il He<ilili l-liil) %lcil)l i.slie(l iii 1]1.1)17<?1il P411-k. Flall ii--lliLII Laii fiii-ther ei-"oli-c iiilo d C¢TI(iY ()f excellEiice tii siii)i)oi't I i 1% L()11si(lei'e(I tliat Iliese <lLlii.ilies 11-11 I ciisiirc BFII)-I- I)ii)iii()tes, %iipi)1I1'1s ciiiil eiiliir IILtt% tl)e i)li!'ilCIg l. IllClll<l l. c111d SOCi241 li'¢11- iiigj ()f 4111 nf ilie ftiiiiiliaiii C'i)ii)ii)11 iiilS' all(1 so Iiicet ils ol)jLcl ii'cs.
Paoc 12 THE BUIIINHAINI HEALTH PROIl,IOTJON TRUST TRUSTELS, ANI NUAL REPORT - wiiliiiuecl FOR THF. YF.AR F.DED 30 SF,PTF.jBE 2024 IN'ITF.STIllF.NI 'T POLICY A'D PERFORTrIAINCE Tlic Iriistce s iiii'estii)ent slrlileao"" is to set a balance beliieeii iiicoiiie É111cI capital groi%tli. pre(Ioiii ili¢?Iltli' iii UK-l)ased eqiiilies ii-liicli generate liigli )'ieldi iii aLcorclaiice ii.iili Il)e iiii-esliiieiil gLiidel iiie5 %et b). Ilie .1 i'iislees 41S explaii)cd in tlic Risk MaiiaTreiiieiit sectioii of Iliis rei)oit. "l-liis iiii'estiiieiil polic). is iiiipleiiiei)led b%, Ilie cliai-it). s iiii'estineiit iiiaii<ioei-s JM Fiiiii & C'.0 to protect tlie I'aliie of tlie capiliil <iiid ii)coine of Ilie clinril). iii rcal ieniis OiLr Ilie iiiediLllii leri)), Al l iiii'estiiieiils hai'c bccii 11 cqiiircd li i(liiii Ili¢ Iiiistee s poii'ers Ot. iiiK'esliiieiit. At 30 Sepiciiil)ei' 2024 tlic portfolio li as K aliie(l <11 £1,8l)4.191 (2023 £1,782,972). %alcs dLlI'iiig Ilie >'cai' I'eii li5e(I gaiiis of £35,585 111 add ilioi) Il)¢re li ere iiiire<ilise(I gaii)s of £14S,13 l 011 ilie I'¢valLialioii of tlie poi'ifol io as al 30 Scptci))ber 2024, resiiliii)g in iolal gaiiis of £180,716 (2023 losses £61,948). FINANCIAL RFSULTS Details of tlie I'esiilis of il)¢ cliarit) s a¢livilies foi. Ilie )-eai' l< I'c set oiil oli pagcs 17 to 19 aiid iii tlie Iiotcs to tlic fiiiaiicial stateiilents oli pages 20 10 28. Incomiiig Rcsoui'ces Diii-iiig tlic j'eai. tlie l-i'iisl reLeii'ed doiiali0115 lot<illiiig of L47,465 froli) Ilic Loiiis diid Ilalcrie l. i'eecliii<ili CliaritablL Sellleiiieiil. Alilioiigli Ilic Triisl does Ilot iiiidl'rtakc ali), fiiiidraisii)g, il doeg fi-i)iii tiiiie lo liiiie rcccii'c doiialioiis aiid leo¢lLiCS, Ii'liicli air lisuall). froiii otliei. Iocii I bodics iliat dre iiii'oIN'ed iii.joiiil i eiiliircs li lili Ilic Triisl. 111 2024 Ilicsc lolal led £1 ,360 (20?3 £476) £1,3 34 of iliiq I'cli11cd to ilic .loliii l_eii is EinploN'meiil, F.diicatlOl) <111d .1 Iniiiiiig Graiit IEt"ei'i'e(l io aboi-e. Tlie cliai'itN' also reLClI'cd ¢oi)Ii'il)Iilions rtL)iii particii)aiits iii liealili pi'oiiiotioii actii'ilics ot. £897 (2023- £1,7J(i). 'I'lie oiliei, iiicoiiic ii.'as coiiiprised of iili'csliiieiit iiiccitiie of L61 *9&)7 (2023.. £60,091), Cliai'ital)le F,%peii(liliire .1 olal Lliai'ilablc cNpei)clitiire. iiiLurpoi'421iiib gi{?i'ei'iiaiiLC costs: iiivriased fi'oiii £156,241 jii ?023 10 £185,784 iii tlie Liiri'ci)l )'C¢2r. FiiiAiiLi#I Resiill For The YeAr -111 1.151111 foi. tIIc I'L"<lf s110ii.s <1 dclicit of iiicoiiiiiio rLSOllI'Les i)f f91.793 (_02.) LJ9:422) .7 IlefiLil ol R¢sei"i-CS &qiiil fiIiAnciAI position 'l-lie 'l'i-Ilitees11I11'L CN4iiiiiiieil Iliv cliai-il!-' % reqiiirciiiciils Ic)I' tL'%eri'ci iii I iLilIl uf illi Illiql11 I'isk% Ii) Ilie Lliill'it).. E-'()I l()11 IllLi Il)¢ clii'ei'sifiLcilioii of the iiikciliiiciii i)oi'llolio, Ilic Ti'ii%lees iio loiiTrci' l)il1-e 11 LxLcss of L)Iic )'eai s L)PLfil1iiin oi'ci'lic'(l(Is ill Ic11 IiiiiL'S <iiicI il ilill ()iil) I'.ii)cii(l iliLoiiie tliiil il lias
Piige 13 THE LIURN'HAIM IIEALTH PROIMQTION TRUS'r TRUS'I'EES, AYINUAL REPORT -wJ)tiniie(I 14OR THF, YEAR ENDF.D 30 SF,PTFI¥IIJER 2024 I,"INAfiCIAL RF.SUI,TS- conlinued Al tlie b<il<liice slieet datc: Il)c Ici'el of reseTh'es ai.'ailablc excliidinu an), ieslriLtcd fiiiids: st2[ lids Iqt £1,921,6?8 (2023-.£1,832.9.51). Resei'i'cs lln(I fiiiAiicial posilion -conliniieil Tlie triistccs111c i'e c15sessed il)e iiiajor I'isks lu li l)iLli Ilie cliai'ilN' is exposcd, iii P&il'ticiil¢ir tliose I'elated to Ilie opei'1£ Iioiis l< lid fiiiai)ces of Ilie Lli411'il)', aiid are salistied iliat Sy51eiiis al-c iii placc lo 111 iligate e.xi)OSLlI'e to tlie Iiinjor risk's. A I'isk ideiilifieLI 1% tl)at addilioiial gi'ai)Is fiDiii Il)e Loiiis aiiil Valei'ie l-. I'eediiiaii Cliaritable Ti'iist at'e iiol received, biit tliis risk is i)iil igaie(l eacl) )'¢ar lis Ilic aclii'itics toi. tlie foi'tlicoiiiiiig )'eai' al'e 011 ly i)laiiiied ivlicii it is Llear ii'llal lei'el ol'addili011411 fiiiidiijg is likcl). to be doiiated. Measiii'es liave L)e¢ii taKen to safcgiiai'd ilie fiiiid l)), tskiiig oil ITlC)re seiiii'e iiivesliiieiits aiid fixcd iiiterest boiids. 'I'lie i-isk a%se55111eiit 18 I'ei'ieii ed 4111niiall!' b), Ilie -1 I'iislees lo ensiii'e Ilial Ilic I'csci'l'cs of. tl)e ¢l)ai'it)' al'e at tli¢ Ici'cl r¢qiii)-ed lo ¢iiable Ilie cl)iiril)' ¢0 acliiei.'e ils obj¢clives. RISK MANACEIIIEfiT Tlie Ti-iist liils iii p111 CC 1111 cxccillii'c 41iid piDfessi<)111<1 l i£il?ilit)- illSLII-&iiiLe i)()lic!' tu proi'icle iii(lei)Iiiily foi- Ilie -] i-lislees. RILA'I'ED CHARITIES Tl)e cliai'it>' lias 110 of licial ai'r.2iio)¢ii)ci)l ii.'iil) oilier Pic rlies 01- Lliarilies iiol. lills il ciilLI'cd iiito ali), tl.42iisactioiis iii ii'liicl) Il)c Ti'iisic¢s1111 (l ai) iiiiei'esi. STRUCTIJRF. GoVFRh'A'C.F. AND,11ANAcr.IF.,T 'riic, Goi'L'I'Jiiii¥ Buil), 'I'lie E3111'iiliaiii Healtli Pi'c)iiiyl ji)11 .1 1.1151 is li Lli<ll'ilal)le LOlllI?aii)' liiiiitcd l)!. giiai'aiitee aiid lias lin sliai'e C¢ll)ital. TIIC IolllPi1111' li'a% esliililislie(l iiiid¢r ill Ilciiiorfjii<liiiii aiicl Ai'lilles of Associiilioii, ii'liicli cslablisliLII ilie objcclii'cs o211(1 i)oii'crs of Illc Loii)l)41111' aiid is gioi'ei'iie(l Liiidei- ils ArliLle5 or As%()L i<ltioii. Tlie Caiiis?41111' 1%<lS foi iiieil 011 17 Sci)leiiil)ei' l ()()7 <211(I bccciliic a I'egistei'ed cliai'iti.. Iiiiiiibei. 1066070 011 1 I h'(ii'eii)ber I l)()7. StI-IJLtIii'i' -l-lie 13()¢ll-d ot" Ti'iislee.s Ll)J)sisls of a iniiiiiiiiitn c)r iliiL"L -I"I'iislccs. li1)0 ciiiilii)Iic iii ol.lice iiiili I i-lti I'ciiiciil 01- cli'<111). Niii" I riisleL's are selected bj.." Ilic. Clibliiiib -oi'k iii (?r Ii<ll'e <lli iiiicrisl 01- associatioii ii-.iili tlic Iliii-iilil7111 1-¢<1 (IS Ii'ell as (i %iiecilic ii)lei-es1 iii i)roiiiiitiii¥ tlie ai Iiis i)r Ilic "I rijsl. -l-lici-- arc appoiiiicd l)i' Si)iiial Rcsol iiiiiiii li) ali l-.Ntl'cll)I'iliiicll'J- Si)L'LiIIL Iiii'estiiieiit l>ui) crs of ihe 'l'rii$le¢s "liese &l1'e l istcd li) tlie C ()i)11)Illl) s Ikl¢iiioi'<111(111111 1< 11(1 ¢li'liclLs ofAsiOCiatioii.
Page 14
TIIL BUtth'llAfvI HEALTH PROM()TI()YL TRUST
TRUSTF.F.S' UAL ItEpoit'l'_ ¢oniiiiue(I
F()R THE YFAR F.NDF.t) 30 SF.PTF.1BF,R 2024
S'I'RIICI"IIRL GOI'ERNI Ah'CE AND MANAGEIENT- continue(I
Tlie Triistces li ill ii)i'est ali!, Inone!. as the!, in their absolute discretioii Iliiiik tit, siibjeLt 10 11>.
speLifiL clL)iioi- re(ILiireJiieiils of ii'l)icli there are none ai iliis tiiiic.
Trustee lii(liictioii anql Tnining
'eii l i-LlStees Liiidergo ai) i)Idiiclioi) lo brief tliciii of tlieir legiil obliDali011s 1111(Icr cl)aritJ' aiid
LoiiiiiaiiN' laii, Ilie Lonleiil of ihe fvleinor<iiidiiiii ciiid Ai-liclcs of Associfttioii. tl)e coiiii)) illcL c211d
(IccisioI)-iiiakiiig proccsses, Il)c l?Iisi11¢5S i)laii aiid receiil fiiiiiiicial pcrt'ol'llliiiice ot-tl)c cliai'il).. Diii'iiig
Ilie iiidLIClioii (lie), Iiicct k'ci, ciiiplo¥'ees iiiid oilier Triislees aiid arc ciicoiiragecl io cxperieiice soii)e
ot. tlie Ti'iist's i)I'ojeLIs diicl
Pèige 15
seleLt siiiiable a¢¢oiiniing policies aiid Iheii api)l)' thein coiisisteiitl),;
obsei'i'e tli¢ iiieilio(Is ai)d priiiciples il) tlie Cliari(ics SOIIP.
iiiakc.jii(Igiiieiil% ai)d csl iniale% tlial 21 rc re<lS011<lble aiid [?i'udcii¢:
slate li lietliei. appliciible UK Accounting Staiidards liai'c bceii fol loii cd: siibjcil to aiii, Iiial¢i'ial
depai'tiii'Ls d isL losed ai)d eNplAined in tlic fiiiai)cial s1&4leiiient%
pi'cpai'e Ilie f11141iicial sl
THE BURNHANI HEIIL'I'II PROfvIOTIOY TRUS'r IDEPEl)ElYT EXAII IlIYER'.S RF.PORT TOTHE I'RUSTF.E% OF THE BURI%HAIll HF.AI,TH PROlklOTI0, TRUST I.-OR TJIL I'EAR EINDED 30 S>EwfEIllBER 2024 I repoi-l lo tlie L l)<irili' IriislLLS 011 11))". e.Kainii)alion of ihe accoiiiils of tlic Ti'iist foi. Ilie i'Lar elided Sci)tciiibcr 2024. 11 liicli <2ir sel oiit on paijei 17 to 28. Respoiisibilitics an(1 basis of rei)orl As Ilic ili(11'it!' s ti'iistccs ot tlie Coiiipaii)" (ii'ho are also tlie diirLlc)i's of tlie Loinpt)Iii' foi. tlie piii'poses of LOIIIPc1111. 1<11%.), )'011 11 rc rLspoiisiblc for Ilic prcparalioii of tlie aLCOlllItS 11) c2cLordc?Iice li lili Ilic rcqiiii-LlllClllS of tlie C'oiiipaiiies Act 2006 ("Ilie 2006 ALt'"). Hiii'iiig stilistiecl IiiN'seif Iliai il)c (ICLOlllllS of ilic C'oiiipaii). are iiot I'LqlllI'ed to l)e aLI(lilLII foi. tliis )'ear Iiiidci. Pai'l 16 ot'tlie 2006 Act 211)cl ale eligible for iii(lepeiidei)I cii1ii11i111 1011, I rci)oit iii i'espcLt ot iii), c,xaiii iiiatioii of. )'oiii' cliarilj s accoLlI)ls as cai'i'iecl oiil iiiidei. seLliOli 145 of tlic Cliai'ities ALt 2011 'Ilie ?0 I l Acl"). Iii cari')'ii)g oiii iiii, exaiiiiiialioii: I li<ll-e folloiied Ilie Dii'ei.lioiis gii'eii bj. Ilic Clini'it), Coiiiiii issioii iiiidei. seclioj) 145(5)(b) of ilie 201 l Act, liiilepenileiit eiaiiiinei s sl*tcn)cn¢ I Iiai'e coiiiplclcd 111!. ClHlllill%iliDii. l Li)iifiriii Ilial iio iliiilci'i¥l1 ITialtei's liai e coiiie to iii), alleiitii)ii li'li icli 4ii'e iiie L<iiise to beliei'c Il)al: accoiTlitiiig )-eLoi-(1s ii'ere Iiol kcpi iii accoi'd47iice ii-iili sevlivii 3 86 ot. Ilie L'oiiipaii ie ALI 2006. 01. Ilie <lLCOllI)Is do iiol accoiyl ii'iili SilLli I'eLords; or Ilie llOI17)IS do Iiol coiiii)li' 1% itll iYlei <l1111lCLoiiiII iiig I'eqLllI'eiiieiils 11iidti' f eciioii i9() uf ilie C 01)11)4111iCS Acl 2006 otliei. Ili<lll <1111 rLqiiirciiiciit tlii2t tlie c?ccoiiiIIs gil'e 'fi'iie 14 11d fdih. i'ieii li liiLI) is iiol a iiiallei. coiisiclerecl cls Pkll-t ot" ali iiiclepeii(Iciit exi1111iiiaiioi); or tlie 11 ccoiiiils lJ.2I'e iioi l)eeii Plypic red iii ccordaiice ii'iili tlie L'liai-ifics SORI) (I,'IIS 102). 11i¢lI.'e iio coiicei'ii4 1111111)Ill'C COI)ie .7crDq8 111) {biliei' 11)illlLI'% iii coiiiicclioii ii'iili Il)e L Kaiii iiiali()ii lo klLLOllllls ILI I)L I'Lail)cd. () ()I'cliai-d (." l(i%e .'e£l F.iicll Li)sC)Iii r N Bii'LlI FCA Ilircli Ili(l(Ile &. C o l.til K-5'19 9NS L)<llL 4111 .Il&ll'clI 2025
¢)ge 17
THE BIIIINHAI¥q IIEALTH PROIqOTIO.N I'RIIST
STATEts1EN'T OF FIliA,N'CIAL ACTII'ITIF.S
IINCLIIDIIYG SIJfvIIIARI' IINCO,NIE AND F.XPF.NDITLIRf, ACCOUNT
OR THE I'EAR F_NDF.D 30 SEVTEi4IBF.R 2024
Unrestricted Resli'i¢tL.d
Funds
Fiinil.s
2024
2024
2024
2023
Notes
INC.OTrIL
liicoii)iiig I'esoiii'ees fl'on) oeiieriiltil
fuii(Is
Doiik)ti(Jiis aiid gifts
26
61.257
48,79C)
53.881
60,091
18,000
1,736
61.257
M isccl laiicoiis 11iLoI)ie
Coiili'i l)Iitioiis to IIc?I lili proiiiolioji 6
897
897
'rotAI Incunie
62.180
48.7,99
110.979
133,708
F,XPLNDITUIIF
Costs of i'aising fiinils
Stockbrokei-' s Acliiiiiiislriilion Fees
16,988
16,889
Eiiienditiire oli cliqi I'itablc nclii'itics
Gi'aiits, c.xpeiicl iliii'e uii liv1111)
I)I'OIIIOIioii <iii£l i-elated co818
137.231
18i,784
15(),241
Tntal F.¥i)en(liÉii rc.
154.219
?02,772
173,130
'el (e.xi)eiiditLlI'e)Iiiicoii)C <ind iict
iii()i eiiieiits 111 tiiiids bcforL
jai iisl(losscs) 011 Illl'LsIIiiLiIIs
{1)?.039)
146
(<)1.7()3)
(3(),422)
Net ¥¢iiiisl( lo.sses) 01) ii)i'¢slii)ciils l O
180.716
180,716
(61,948)
Nft Moi ciiicnt in Funil% flir Ihc I'c'iir
88.677
8t4,()?3
(101..370)
IIL'coiicili¢ltioii of I iin(Is
"101421 liiii<ls lii'oii¥lii fori%
Pèi¥c 18
'riiE IIURI%IIAh1 HF.ALTH PROII fC)TIOSL I'RUST
BAI.AN'CF. .SIILE"r AT 30 SEPTLIIIBER 2024
2024
2023
FIXED èissf.T,S
iiiigilile Aise15
iii'estiiieiils
1 .86:,
1.894.191
10
1.78?.97?
1,896:Oi4
1,785.184
CURRF.fiT ASSF.T¢>
L)Lbioi'5
3C)O
64,041
?,053
69,8)3
64,401
71,906
CREDII'ORS: Aiiioiii)Is lalliiig diie
I.1t1]I ri oiie )'elÉ r
12
(.18,581)
(24.139)
NET CURRE I, ASSETS
95,820
47,767
NET ASSF.T
.971,874
1,8.3?,951
UNRF.STRICTF.D FUND
Rf.STRICTF.D FiIri t)s
13
I i)?1.6?8
1.832,951
1,9?1,874
1,832 ()) I
'I'lie cOIIIP<?11)' li as ci)liilcd fo eNempti(Iii fioiii fiiidit iiiidei. s.477 ot. Ille L'oiiii)ai)ic% Act ?006 rcltsliiig
tn siiial I coiiii)<iiiies.
'I'lie Iiiciiilici's111I I'C 1101 I'iqiiired Ilie LOJ)11)<llll' tc) ol)iaii) ali auclil iii clCLOI'dniicc ii'itli %eilioii 47() of
Ilie Coiiipiiijies Aci 2006.
Tlic (lii'LCtIll'b o¥ki)oii le(Igie Ili¢ii' I'Lsi)oiisibil ilies 101- ¢()1111)li iiigi ii'itli tlie I'eLILI il'LlllCllts ot Ilie
C.'OlllPalliLS Acl ii'iili I'Cs1)ccI I<) ¢iLLviiiII iiiii
I'ccoi'ds Iiiicl Ili¢ pi ei)1i f
THL IIURNHAI HEALTH PROI¥IOTIOJN' TRliST s'rATEIllF.h'T OTr" CASH FLOIV,% YEAR FNDLD JO %EPTF.qBF.R 2024 2024 2023 L.t c#sli u5ecl iii 01)ci'alinu &qclii'ilies 14 (lJ6,566) (29.ii8) C.Ash flu))'.s fi'oiii ini'cslin¥ 4icliJ-ilies 61,257 60,OL) I 18,000 69,497 (9.3,?96) M iscel laiieoiis Iiicoiiie N'el disi)osals/(i)Ill'Lliascs) of ii)I'esii))ei)ls 10 et cAsh pJ'oi'i(lo(11(absoi'beil) b). ii)i'esliiiv nclii'ilies 130,754 (15.2Q5) C.Iiange In casl) in the )-eni' (5,812) (44,763) Q'.tisli l)I'oiig)Iil foi'ii'nrd 69,853 114,616 Cash cMI'i'ie(I fniTri'aYil 64.041 69.85.3 'Iie iiolos i)ii piixi'% 20 to 2,8 fipi'iii i):ii'l (pf Ilios¢ liiiancial slilteiiiciits
I'IIE BURNHANI HEALTH PR()fvlOTIL)h' I'RIJST
I OTF.S TO'IIIE l,AN,C1AL STATLI)IF.NT
FOR THE YF.AR F.fiDF.D 30 sF.PTF.lBE 2024
.4CCl)bNL'TlING P()LICIE.S
B4iSiS of pJ'ei)ai'.q(ion anil going concern
Tlie ilccoiiiils { fiji<lllLi1c I slclleiiieiils) liai'e been prepaii'd iiiides. Ilic liistOl'lLIL l Lost coiii'eiitioi)
li illi iteilis I'eci)giiised t LO.8t or Iraiisi1Ctioii i-aliie iiiileis oil)erii'isc st¢21ecl iii Ilie I'clcK.'aiit
iiule(s) lo Ilicsc accoiiiils. Tlic fiii<lllCiil1 stalciiieiits liai'e bccii iii'¢i)ill-ed iii accoi'd1¢ IILe li lili
tlie Slateiiiviil of IlecoJ))iiieii(led l)l
Page?1 THF. BUIthHAlI l HEALTH PROIIOTIONI 'l'RUS'r ,YOTF.S "IO THF. FINAN'CIAL sTATF1F,TGj FOR I"JIE YEAR LJYDED 30 SEP"I'LIIIIER 2024 - coJitiiiue(I IICCOIIN'TINI G POLICIF.S (Continued) F.xi)en(l itilre Recognilion (continued) Proi'isioiis tor nr<l1115 (ire iiiadc ii'lieii Ilie inteiitioii to iiiake a gi'iiiil lia5 beeii L()IlllllLllI icate(I l() tlie I'ccipieiil biit tliere is iii)cerl£iints' as to tlic liiii iii? ot" Il)e 01-aiit or tlie aiiioiiiit of gi-aiit Fiin(l Aceoiiiittn Tlic Cliai'iti. lias boil) resli'*Lled aiid IiiirL'SII'iciecl fiiiicls. 'IIIL Uiii'esiriLteil I1111(Is <?I'e exi)eiidablc ni ilie ilisci'eiioi) ol. Ilic .1 I'iisiees ii) fiirtl)ei'aiice <)f Il)e c>l)jects of tlie Cliai'it),, Siicl) tiiiidg Iiia), be lleld ii) oi'dcr 10 fii)IlllLe boili ii'orK' iiis capil,? l aiid cas)ital iiii.'csliiiciit. RcslriLted fliiids cnii oiilK' l)e 115ecl for paniciilai. i)Iii'poses ii'iiliiii tlic objcclivcs of tlic cliai'il), ii'lieii si)ecif ic(I b), Ille cloiiDI' 'rllngiblL fixe(l assels .1 <iiigil)le tiN¢d assels are slèilecl at cost Icss depi'ecialioii, iiliicli is i)I'ovi(led iii ¢lliliLial iiistaliiieiils oi'er Ille e51iiiiaied iisefiil lii'cs of tl)e <issels. -Ilie I'cltes of depi'ecilL lioii ai)i)l led to tlie <issels dle: Office Fiii'iiiliire & I'-illii)¥s c.oiii i)Iilcrs 250/0 rcdiiciiig baltiiiLe Doii£1tcd a5sels iqfc i'<iliieil 1< 111 fAii' liicll'kel I'<11iic aiid Cic pilalised, ii'iili (211 eqLIiI'12leiil cllll()Liiil beli1J iiicliidc(l iii Dojicilions. All(Jcatioii of %oi'ei"nllnce costs Ciol'ei'iiaiicc cosis re I1)ose LOSIS Ii%socialed ii'i(Ii IliiLliiig Ilie c()i)%tiiiiii()iiiil èiiid 4tatiitoi')' I'cqiii I'ciiieiiis of Il)e Lli&iril)'. Tl)e)' iiicliidc Ilic LOSIS of pi'ei)ai'iii¥ tlie si2tiitni.K' accoiiiils, Ilic Lost of tl)e iiidei)ci)(Ici)I ciaiiiiiiai ioii. <111cl cost% liiik'ed lo tlic sli-aicfl ic Iiiaiic?geiiieiil of Ilie Lliai'ii!,. I'lie>C ¢osis11111'C bccii li I Iocil1¢'(l ic) e.Ki)eiiditiit'L Oti cliai'iiable 12Clii'ilies. Coiit of i'ai8iiiR fiiiiils Tlie costs ot" bYCllCl'fil ii)g. fiiii(Is coiisisl of iiii-e%¢iiieiit iiiaiif1grciiieiil Losls. c.osts ot. cliai'ilal)IL nLlii ilics iiiclii(l¢ ¥i'iiiil% iiiacle. li¢alilii' iiiiliali I'es ¢iiicI g()I'ei'iiaiice cosls, 11-¢111s<iLI ioii 1'1c liie ciiiil siibse(IllL'iiI I). IllL'<i%iiiEd at Ilicii- tair i'iilLie as at tlie l)alaiicc slicct d(?le Ilsiii¥ ilie Ll()siiiL? (iii()IL'LI 17l<irkel iiriLe. TIIL St%glciiiciit (if tlllciiicial 11 Ctii. itics iiicl IidLS Il)e Iiel <11 Il% &iiicI lo%se% 111'jSjllI) ni) fLI-(Iliiatinii aiid clisi)OS<ils Iliii)iiiilioiil IIIC )'Cl( 1-. .1 lil .1 I'iisl ilovs li()1 lL(li1re pill Opiioiis: derii-'atii'es 01- i)Iliei- L(Iiiii)le.K I Ilialltyicil i1is1i-11111 Liils. 4 11(1 c1147114)cs iii seiitiiiiciit COllLLI'II IIIIF c)1. siib 5i11cirs.
Page ??
THF. BURYHANq IIE,IL'A'II PRO.IqOTION' TRUST
I%()TES T() THF. FINAN,cIAL.STAT£I1YTs
FOR 'I-IJL YEAR ENDED 30 SEPTENILIER 2024- ci)ntiiiue(I
ACCOULN"I"JIN'G POLICIES (Continued)
l. l O In) tStmenls (conlinuc(l)
Al I gailis aiicl losses <ire 1<1keii lo tl)e Sialeiiiciit of Fiiicql)CiiTrl Actii. ities (IS Ilici, ai'ise. Re<l1ised
g41iliS aiid losses oi) iiii"e%lnieiils are cirt Iciilclted as tlie dift¢i'eiiLe belli eeii les procceds c111(1
tlieii- opeiiiiig C<ifKI'iI)g i-q¢ liic or Ilicii- i)IirLlia.5¢ I-aliie if <lLqLiired SLib5eqiiei)t to tlie first d2¢ )' of
tlic f ili¢liicial !'eAr. ljlii'eI1lsecl gKiiI)s aiid losscs ai'L LalLiiliile(I cls tlie diflei'eiicc belii'eei) tlic
rail- i'aliic ar ilie )'eii' ei)d ai)d Il)eii' Li11'1)-'iiig i.'aliie. Ilealisecl aii(I Iiiiiyal ised iiii'estii)ei)t g7ajiis
aii(1105ses <11'L' coiiibiiicd iii Ilic Sialciiieiit of Fiiiaiiciiil ALÉ ii'il ies.
l. I I Pciision cosls
I'lic cliai'itj. lias defjiieil Loiilribiilioii pciisioii sclieiiie
Page ?3 THE IIURIN'HAI)I HEALTH PROIIO'flO.N I'RUST 'OTLS T() THF. Fl1N,A'cllAL STATF.NIF.NT FOR THE YF.AR EIYDED 30 SEP'I'LLlIEtt 2024- contiJlllcII DOTrATIOIYS A]%D GIWI'S -l-lie fol loii" jiio (Ioi)<i1iorFi ii.erc rcceii.'ed diirinu tlie i-car- 2024 2023 lJiii'esti'icted: Tlic LOLIIS 1¢ 11{1 Ilalei'ic Frtcdiiiclll Llicirilable Scltlciiieiit LILicks CoLllItN' Coiiiic il Loiiery, Tick'el Salcs Biii'i)Iiaiii Pai-isl) L'.oEJi)cil 10,000 2() 4.$0 ()lal l.Jiii'e511'iLtcil l)01)Illioi) 26 10,476 Resli'icted..- Tlie 1,011 IS ¢?17d Ilflerie l-reeiliii<ili Cliaritablc Scltlciiieiit .loliii Leii'is CJl'ai)I 47,465 4.3,40i Total Il¢blriLlecl Doniili01is 48.799 43.405 Total r)01114 lioi)s 48,825 5i,881 JriiiESTIIIF.rs'T INC011F. 2024 2023 II)LL)iiie froiii li%te(l iiii eslineiii. B.211k aiid otlici. ii)i¢resi I'CCL ii'ablc 5L),986 105 60,091 Ml(iC'.ELLAh'EOIIS INI C'.0,11L 2024 2023 Siii'i)I lis oi) rci)?i }'IllClit ot. lThiii lo lJiiriili<illi N,l¢cliciil L'L'iilre 18,000 Tlic Ti-lisl's ()IIiccs 1¢ 1)Il cniiiiiiiin il) rooiii <11 Uiii-1111lc iii Ilealtl) Cciili'c ii'ei'e i'ac1É ted L)). tlic -Iisl 111 N()i eiiil)c)' L I)L'LL'iiilici- 10?? .L I 00.000 I (IS i-epic id bi. tlie Biii'iiliillii I licilili Q eiili'e l() tlie -l-i-ii%l iii .lÉlllll£llTr' £SI 000 i)f li IiiL li ii(1S usL.d io settle Ilic oiilslciiidiiig d..lil ciiid tlie IIiL l(tiict' ill" £18.000 11.115 I'l'C()VIij sLII (1s 11 i%iel11c iicoiis Iiicoiiic iii ilie ?0?", iii r()l-Illclti()11 st'e iiolL l i L)Lloii-- C.OII'I'HIIJLI I"ION'S T() HFALTH PROI'lO"I'iors' 2024 2023 897 1,7.B()
c)g7L ?4
THE BURNHAINI HIAI.TH PRONfOTION TRUST
O"I'LS TO THE FINANCIAL sTATEIENTs
Tr"OR THE I'FAR EN'DED 30 SLVTEI¥IBFR 2024 - coiitiniie(I
AN'ALI'.%IS ()F EXPEh'DITURE C)ry CHARITABLE AC-A'II7ITIES
Lli)rcslrictcd
Fiiiids
2024
Resti-icted
Fiiiids
21124
Fliiids
2024
FLiiids
2023
Gi'aiits - Srliools Pi'i)jecl:
Li'i)cli I lil I Priiiiari Scliool Pi-oject
Di-oiiiiioi'e Iiifc1 l)1 Scl)ool VrojcLt
Oiii. l.adi, of Peace L'ciiliL)l IL SLliool
Si Peiei-i ('. of E PKiiii471'J' Scl)onl PinjeLI
%t Nl iLliolas C of L Scliool Pi'ojecl
t)oi'i)e)' %Lliool l)Yojeci
Leiil Risc Scl)ool Project
(1,200
i,OOD
i,000
5,000
1,265
6,200
i,000
s,000
5,000
1,265
7,.334
i o,.fjoi
3,510
2?,46)
?2,465
24.675
Otlier Coiiii)Iiiiiili' (Jiianls & Donalioiis:
Doi'iici, Scoiit Gi'oiii)
Nqetlio(list C'l)Iii'LI) SiiJi)Iii¢i' Oiiliiig
Scliool Dki) s ljiiiforiii giifi i'oii¢li¢r.%
L4IiLks Ilisioii
Red Kilcs 1l1i11kiiig Fooil)lÉ11
RI)111-) Cliib L)oiiK'c}' Dei'l)).
BLlI-I'Oii's Faiiiil). Biilcl)er - C'.llrc & S111rt I'e
Siii(yiii
Page ?.f THF. LIURNHAII I IIEALTH PROlOTION, TRUST 'OTES TO THF. FINAIN'CIAL STAI'F.NIEN'TS FC)R I'IIE I'F.AR EN'DEI) 30.SF.IYFJilqBER 2024 - LontiiiiiL'(I NF.T 1COll]F. 2024 2023 Nlet ii)ioiiiji)o reO11fics are stated after cliargii)o: DepreLlcilioi) Iiidepcii(Iciil Lxliiiiiiier s Fee 213 Liii i)loi'ees.' Nlo eiiipl()i'ee l)as rcceii ecl eii)(>liiii)eiits al)oi'e £60,000 diii'iiig eitliei. s'eat.. 2024 2023 -I'lie eiiii)loycc cosis foi. Ilie Cl)aril)' II'CI'L: Ivages <ili(l %alai'ies SoLi¢il %eciii'it)' Cosly Coiitribiitioiis to J)enEioii S¢l)ciiic 82,190 620 3,766 68,109 86,576 71,435 Al'el.ae iiiiiiil?ew of, slall" 'I',INGIIJLE FIXED ASSF.TS OffiLL' Fiii-iiitiire & Fitliiigs Coiiii)Iitei's Total Ai l i)Llol)e¥ 202_3 AclcliliL)11s Di%iii)sals 4.Ci72 8.445 At 30 Slpieiiibir ?0?4 l)ei)i'e¢iatioi) Al l Uelobei- 2023 4.()7? 6,2).3 10,905 Q licll'ge t"Ql- !'L"<ir Disiios¢11s l i O %eiJlL'J))ber ?024 ri cl Jlook N'l¥ liie ,ql _I O SL lilo iiibcr ?02.) ei Rook. I':Iliio <11 l O %i'i)leiiibL r ?024 1,8().3 1,803 A I I laii&iiL)IL l iNi il ¢14%el% Iin" Ii4c(I Ioi. I liill'il4ll)Ic i)¢ii'i)()bcN.
Pèige 26 THF BIIRN'IIANI IIEIll.'I'll PROI¥IOTION' TRUST OTF.S TO TIIE FIP*AYC.IAL STATF.IllLNTS F()R THE I'F.AR ENDED 30 SEPTENIIIEK 2024- cowitinueil 10. FIXF.D A.SSF.T% Irs'N'ESThlEIITS Nqni'eiiiL'lIt in fiieil assct lisled ini'eslnients Uii i'estriLte(I fiiiiils 2024 Ilnreslj-icteil fiiii(Is 2023 4ai.kei i aliic ai l October 2023 Additioiis at LO51 Disijosals at 1.1! ili4 1,; Net iiiii'ealised Trajiisl(losses) iii Ilie I-eill. 1,78?,972 163,37? {397,284) 145.131 1.751,624 35(),131 (253,459) (71,324) Mai'ket i'aliie 11130 Scpi¢nilJei' 2024 1.894,191 1,782,972 Net casli releiisL'Il fron)l(ini-esteql iii) iiii-ostiiicnls in the i-eai.: 2024 2023 Di51)05<111)i-i)cee(Is A(IditlQllS (il Li)sl 432,869 {363,372) 26? 835 (.156.lJl) )L't cash i'cleli sei1l(iiii-e¥teil) )9,4()7 (l)i.296) ,Yet gftins/(losses) ini'estiiicnls: 2023 Net I'eali%ed g<?iiis oli dispos<ils iii Il)c !'C4ir Nct iiiii'eal iseLI Q4lil)sl(losses) in Ilie i'Lar .35.i8i 9,376 (71,3?4) NL't ¥ains/(los$es) (111 Ani'L'sliiieiits 180,716 (61,9£18) Lisle(l ini'estineiits 2024 2023 Stocks <lll(l tsliarc 1.711,937 182,?54 1,5(?1 ?? ??1,750 1,894.191 1,78? ()7? oiisi(li I'e(l iii Illi l iliilllLI(tl Iii-icii-- aiid iiii--esliiiciit i)oliLI <liicI i)ci'loi-IllcllllL slLI iolii l)1" IliL l-LlSlILs Aiiiiiiiil Rvpoi'l.
cige ?7 'I'IIE BURNHAN1 H EALTH PROJNI()TI()N TRUST NO'I'LS TI) TH F. FINIlN'ClIlL Sl'Il'lEIlllN'I'S FI)R THE YLAR ENDF.D 30 SF.PTF.NIBER 2024 - ¢oiitiiiiiii(I DfRTORS 2024 2023 Oil)er deL)IL)r 12. CRLDI-foRS - Aiiioiijils f4111iii2 (liie ii'ilhin one i'eai. 2024 2023 Tradc ci'cdilOI'S Oiliei. C'recl iior Acci'iied Gi'aiils Paj'ablc ALci'iials 1.569 627 1,19) 550 16,094 6,300 7,800 38,581 24,139 13. ANALYSIS ()F INF.T ASSF.TS BF.TIIIF.F.N FUNDS Unres11'ictc(I Fuiids Resti'icte(I biin(Is Trjtal Fiiii(ls .1 <111gible fi.led <isseis Iiii'esliiieiits C'iii'i'eiit asscls C'.I'ecl iloi'i ai))oiii)Is f4111 jiio <liic li iiliiii oiie i'e<lr ,863 .894,191 1,1163 1,894.191 64.401 28,831 (9,996) (28,i85) (38,f81) 'et ns8etS as 130 (iei)len)ber 2024 1.921,C)28 246 1 ()21,874 14. RLCOIL'CILIA1'10N OF N'F.T 1ll()I'F.)IF.'T FUNDS T() NET CASH FLOIV FRO1 01)fr'IIA'I'lJN'G AC.'TIIIITI F.S 2024 2023 Net iiioi'eiiiei)l iii liiii(I De(liicl iiii'esli))Liil iliK()I))C DediiLI 111 I%Lell<iiieoiis iliLOIIIC Acld L)41ck dci)I'cc ialioii l)L(liiil i)Iii'c11(1 sc oft- lixecl il%%L'Is losses 01) iiii'csliiienls I)cci'CiqSC I i) del?t()i- I iiii'C<qSC 111 Cl'ldiloi 88.9?3 (C?1.257) (101:.370) (()0,091) {18,000} (9 ?86) ()1 ()48 80.9.3() 9.0()? (180,71()) 1,69.3 j'el C..1$11 (Iiitll(TrJi" Iroin ope1.atin Actii'ities (1 .3(i. )()()) (?9.ji8}
Page ?11
THF, BIIRYHANI HEALTH PROII IOTII)N' TRllS'r
I%()TES TO THF. FI,AN1 'CIAL STAI'EIllLI%'I'S
FOR TIIL YL.4R ENDF.D 30 SF.PTF.NIBER 2024- coiitiiiiie(I
RESTRIC"IED Tr"U.NDS
Rcsti'icleil Fiiiiils re Biirnham Rlealth Centrc
2024
2023
Fiiiids bi'oiiol)t lorii ard 111 1 OclobLr ?023
82,000
N,1 iscellaiieoijs I nL()iiie
18,ono
.1 I'iiiisfei, lo Uiijesiricicd I1111(15
( i 00,000)
Resti'icte(l Fiiiiqls re Buriilifiiii He<g1111 Ceiilre
ilt 30 (iei)tenibei' 2024
£ I00,QOO il'as Irpaid b!, tli¢ Biiriillain Healtli Ceiiti'e tu Ilie I riist iii Joiiiiai'v ?0?3 fol loii.iiig
(lie I'eloLalioi) of Ilie 'l'i'iis11o ils Iicii. pi'ciii iscs iii Biii'iiliaiii Park. Hcill. £82,000 of tlie IllllOLiiII
I'eleii'ecl ii'<1S iise(I lo seiile Il)e 0111slaii<liiig dcbi niid Ili¢ balaiice ()1. £18,000 S I'ecogii i%ecl
ns iiiisccl laiicoi)s ii)coii)e iii Ilie ?023 fill11)L IAI sliileii)ei)1s. I lic Iloiioi- 1£ QJ I'eeLI I1)2 1 Il)c fiiiids
I'Cllll'L(I C<111 bc iiscd loi- Ilie L)eiiei'al iJiii-i)OSeS ()r ilie li-Iis1 ?( 11[1 ili¢!' ii'ei'¢ I'¢Llassifi¢d as
Iiiiresli'iLle(I fiiJ)ds 11LCOI'dii)gl!' (scc also iiole 5 al)ni'e).
Reslricte(l Fuiiils re Prujecls
2024
2023
rLlI)Lly lii'oiiglil foriiar(l Ai l Ociol)cr 202.)
Rcslriclc(l Donalioi14 receiiiecl
47,4()5
11.3,405
E.xi)eiiclilLllY OJ) L l)