THE BURDETh TRusf FOR NURSING REPORT AND FINANCIAL ATEMNrS FOR THE YEAR ENDED 31 DECEMBER 2020 Registered Chgrlty Number: 1089849 Registered cOmnY Number: 4306248
THE BURDETT TRU FOR NURSING REPORT AND FINANCIAL sfATEMENTS YEAR ENDED 31 DECEMBER 2020 CONTENTS P4e Reference and administraiive infom*ion TTUStee5' report In¢kpendent auditors. report 12 co[lidated statement of fllwicial activities 14 Consolidated and charity balance sheets 15 Consolidated cash flow staiement 16 Ne9 io the fulancial stsiements Appendix- grants payable 28
THE BURDETT TRUST FOR NURSING REFERENCE AND ADMINISTRATIVE ll¥FORMATION TRUSTEES Alan Gibbs- Chainnan Andrew Martin SmÈth Dame Christine Beasley DBE Evy Hambro Professor David Sines CBE Dr Michael Gorniley Andrew Gibbs Professor Charles Anthony ButtmvoTth Professor Mary Joy Lovegrove OBE Professor Utsula Maire Gallagher (deceased 25 Juty 2021) Audrey Ardern-jones CHIEF EXECUTIVE Shirley Baines REGISTERED CHARITY NUMBER 1089849 REGISTERED COMPANY NUMBER 4306248 REGISTERED ADDRESS 8 Fin5 Circu5, London, EC2M 7AZ COfvfPANY SECRETARY Rathbone TTUSt Company Limited 8 Finsbury Cir¢u& London. EC2M 7AZ AUDITORS Hay5ma¢intyr¢ LLP, 10 Queen Stre¢t pl ld(. EC4R IAG BANKERS Coutts & Co. 440 Stran4 London, WC2R (s SOLICITORS BDB Pitmans LLP. One Bartholomew Close. Lon(kn. ECIA 7BL INVESTMENT MANAGERS GMO Woolley Limite(l Ont Angel Cour4 ThTogmort(Trn Str¢eL Lonih)n. EC2R 7HJ OLIM Limite4 Pollen Hous¢, I¢V12 Cork Strrf London. Wl S 3NP COIF Charity Fundry. CCLA Investment Manag¢rn¢nt Limit¢4 80 Che4p5ide. London. EC2V 6DZ Waverton Investsnent ManagemenL 21 St James's SquaT¥. London. SWIY 4HB Smith & Williamson Investment ManagemenL 25 MooTgate. London EC2R 6A Y CG A55et Management Li4 25 M¢Mgat¢. London EC2R 6A Y Mayfair Capithl Investh)¢ni managemeni Limiied. Br(kfield House. 44 Davies Str#L tmdon WtK 5JA Cord¢a Savill$ Investsent Mwagemeni Limi1¢¢ 14nsdowrte House. 57 Berkeley Sque, L(mdon WIJ 6ER Barwood Capital Lt& Grange Park Couffj Roman Way. N(Xtharnp NN4 SEA James Hombro. 45 Pall Mall, London, SWI Y 5JG Clipstone Investment Management Limffed 45 Altwrt8rle Str¢eE i4>nth) WIS 4JL B&1 Capithl AG. Sihlstr&sse 37. CH-8(KII ZOri¢h INVESTMENT ADVISEILS Cambridg¢ A&so¢iat¢s Limi*4 Cordinal Place. 80 Viaoria Stree4 IA)llikn SWIE 5JL
THE BURDETT TRU FOR NURSING TRUSTELS. REPORT YEAR ENDED 31 DECEMBER 2020 The Tru¢$. who are also direQoT5 of th¢ Tn1 f(Y the purposes of the Companies Ac4 present their finnual r¢port and &udite(l ¢Onsolidtd fiD¥n¢ial stateMts of the clwty for the year ended 31 December 2020. Thes¢ accounts consolidate the a¢¢ounts ofthe TTUSt and the Junius S Morgan Benevolent Fund which is ttferred to as a 5ubstdi4ry ¢harity in the rep)rt 4nda¢counts. Th¢ financial ststements have prepar&J undtttheprovisionsofthe Ststementof Recommended Pra¢tLC¢ (SORP) 'AoUnt1rtg and Rwjrting by Charities" (SORP 2019) (Second Editton, efflive l January 2019K artd the a¢untIng N)lici¢s set out on Wdge5 20 and 21. The financial eme[ comply with all other strwtory r¢quir¢ments and the requirements of the Trnst's governing dLKumenL STRUCTURE, GOVERNANCE AND MANAGEMENT Constitstlon Tht Burdett Trn$t NuTsing (th¢ TTu) is a tharitsble limited by gurntee Witho & shwr copital. The company is governed by a MOranth and Articles of A550Ci8tion. The iniiial funding forthe Tnjst aT05e when the Royal National Pension Fund forNutse¥ a company limit&J by guardntee. without a shar¢ Capitsl, 10 transfer all of its property. righ asse liabiliiies and obligations io Liverpwl Victoria Life Company Limit¢d (LVLQ. a wholly owned subsidiary of L&vewl Victoria Friendly Society Limid. Orgnts#tioD Th¢ administralion of the tharity was ¢Tled (Mrtby the Company Seuetsry. Rathb¢ Tnw Cotypgny Limited during the y¢4r. Th¢ Tru51e¢5. who ha¥e four Tnain meetings a year, have apintrd two sU¢0Mmittee$. the Investment Committee which rn¢¢t$ Iwice ay¢ar and the Grants Comrnittee which meets regularly. All matters aed at ¢ith¢r $ub0MMItt¢¢ ar¢ reported to th¢ main Tntsi¢¢ m¢¢tings and fino14pproval for ¢kci5ion5 is given as necessary. Th¢ Trust¢e5 cOD5]derth the Board of Trustees and the Chief Executive (CEOI aff the key management personnel of the charity. In the year no Truste¢ w&% pmid foT their lime and details of their expenses and related porty transa¢tlODS are disclosed irt note 15 to these a¢)unts. Trustees are required to disclose all relevant inierests and register them with the Chi¢f Ex¢¢uiiV¢ prior to Trustee meeting5. In accordance with the Trust's policy, Trnmees must wlthdrnw from d¢¢i5ions where a Confli of interest 8ris¢s. The charity'$ CEO is paid via 4 seryice level agreement with Rathbone Tntst G)mpany Limxi¢d, who Are resN)nsibl¢ for the management of the Trust's day-to-day •dministrative and financial operati(m. The wttment is reviewed nUallY and subj¢ctto irttlionary inerease5. The CEO'$ salary 15 not within the direct control of the Tntst¢es artd the servi¢¢ level aeement ¢Efi¢¢ts th¢ need for a senioT offi¢¢r to maTJage the day-today running of the charity. The Tnjstees are mindful of ihe demanding WOTklo#d of the clwity and the scale of its grant-makinB operations. and whilst th¢ CEO'S salary is rtoi within ih¢ir diEE¢t ¢ontrol. the s¢Thi¢¢ level Jgr¢em¢nl ref]ects the nttd f(r a senior officer to manage the day-to4lay rnnntng of the charity with remune1( that is fairand notout of line with that geg)ernlly pfyid for similar mles withfftn the sector. Appolntment of Trnjte Trusiees are appointed by existing Trnstees 8fter reviewingthe skills r¢quiTed atih)aTd level and the suitsbility of propo candtdates. New Twstees we given copies of the Memordndum and Articles of Association. r¢¢ent ¢opie5 of the Trust's annual report and accoun15 and dwum¢nts explaining the Tnt'S history and its key policies and procedures. In addition all new Ttuste¢s ar¢ given guidance mat¢ri41 published by the Charity Commission on theresp)nsibilities ofb¢ingatrusi¢e. The TnEstees are kept infoThed atM)Ut the Tnw and rekvant developments in the charity sector when appr(4)riate. The Tru¢¢$ who a¢ted durin8 the y¢ar aTr shown in the reference and administration Sli0n. Sub8ldl•ry ¢h8rltles The ¢harity is also parent of the Juniw S Mor8aD B¢D¢volent Fun¢L whith was establistrted to prnvide fjnanctal and other relief for needy prathisin8 and forni¢r m¢mbers of the nuTsing prof¢55ion.
THE BURDETh TRU FOR NURSING TRUSTEES, REPORT {coutiDued) YEAR ENDED 31 DECEMBER 2020 OWECTS AND AcfiviTIFS FOR THE PUBLIC BENEFIT Th¢ obje¢ts of the charity are to: Promote and advance educati, re5e4r¢h and training within the nursing and otherh¢althcare prOF$lOnS for the benefit of the public and to PTDmote public awareness of nursing and health issues; Provide for the relief of hardship and mentsl (ff phystcal tll-health among nurses atKI other health-¢aTe prof¢ssional& and th¢ir d¢Fwthts' •nd Promote and advan¢e the provision of nursing and other health servKes for the ixnefrt of th¢ public. The Trystees have refeTr¢d to the Charity Comrnission's guidance on public b¢nefft when revi¢wirtg th¢ir aims and objective3 and planning their fim]re xtivities and they lIeVe that their strategic grants Me the objective of benefiiing a wid¢ ¢rosfrseciion of the community. The following sections of this rewi relating to ihe Trusvs t-Making and r¢lated activities set out how the Trust furthers its charitable puTeS for public benefiL To ¢stablith the b¢nefit derived from their fimding and in order thai they can be confi(knl of meeting their obligations the TneeS have developed a robusl monitortng and ewaluation $yeM fff exh of theirgrant wogrammes. Crnnl.mklrtg ]M>llcl¥ #nd Prdr¢S The Trustees rarget thetr 8raftts at projects that are u¢.1cd and focused on suprtIng th¢ nursing ContriEon to healthcare. The Trn5t aims to use its funds to empower nuTres and thmu8h this to make signifi¢ant Tmprovements to the patient car¢ environm¢nL The TnLSte¢5 review their grdlli-making policies and Predre$ regularly ond in 2020 ihey continued (o focus their funding on three key arw: BulldlttE N•rslthg R¢Sh CpAtlty." 5UPPLWting cltnKal nursing res¢aryh and rescCh addressing policy. leadership development and dellvery of nursing ca Buildlng Nurse Le•dership CapAclty: swrtingnurses in theirprDfe5sional d¢v¢lopment to cr¢ate acadre of excellenl nursing and allied health professionals who will b¢¢(xn¢ l¢ad#s of th¢ future and foster excellence and capacity4)uilding in advancin8 the nursing profrssiorn Supporting e*L Nurse•led loltlatives: supp)rting nurse-lwj initiative5 that make a difference at local level and are focused explicitly on improvin8 car¢ for palients and us¢rs of service5. Th¢ TThst's grant 11¢]¢9 are publithed and explained clearly on its websit¢ wher¢ grant applicants can download derailed graot guidance material and access the online application forni. To make the pr0¢ts5 as user-friendly as possible, applicants can download the application questions and prepare their answers in VanCe of cotnpleting the online fotm. The Trustees wislt to make a difference with their grants and therefore they give Fiority to appli¢aiion$ that.. involve partnership and beTh¥e or8aniwioD5 where this is feasible. d¢monstrni¢ a strong pAti¢nt-c¢ntreit awement narrative" lever in other fiJnd5" offer maximum impact f the m(ffley SF¢nt can demonjtratr that imp. The TThsi ig Concen that not only 15 its money spent for the pww)s< l)ui that the impact of li$ fvnding 1$ rnaximised. Applicants are exEeCted to include details of the intended impxt of their project and the evaluation process thai will be used to demonstrate that impact. Each yew the Trust receives many more applicAtions than it ¢an supportwith its limitrd fvnds. For this reason. th¢ TTr ty to b¢ as specifK as rxjssible al)oui what they will and will fvnd. The Trust's grant guidart material explains that it 15 not able to make grants for. genernl appeals. existing POS although the Trust will considtr supN)rting new FrfAts dir¢dly Jwciated with projectltniiiative. overhead c051s of xademic ir&EtioS 4gen¢i
THE BUIiDETT TRusf FOR NUILSING TRUSTEES. REPORT (eontlnued) YEAR ENDED 31 DECEMBER 2020 organisations closety aligned to government depaMm¢nts Wh fidIng should pr(wly b¢ prt)vided from $tabJtory sourc¢$. {i.¢. Primary ca Trysts in th¢ NHS); retrOSP¢¢tive funding i.e. funding foran activity that has a]ready taken place. fundin8 in lieu of Statutory thding or as a replacement when it run oui or been wiihdrawn. significant capital appeals e.g. building costs or equiprneni. The Trustees continued to meet their obje¢tiY¢ of woviding relt¢f of hardship among nurses and other allied health-¢are professionals by making a further grant to the Junius S. Morgan Benevolent Fun a charity that makes small hardship grants to individual registered nurses and auxiliari¢s in fman¢ial need ACHIEVEMENTS AND PERFORMANCE In recognition of Florence Nightingale's bicentennial year. the World Health or81$9¢] designaied 2020 ihe first ever global Year of the Nwse and Midwifr. Far from being a year of celebntion. 2020 proved to be a year of unprecedenied challenges fornurses and healthCe W0c[S &8 they worked iirelessty io care for thos¢ aff¢ct¢d by the Covid-19 pandemi¢. It was a yearthat shone a light on the incredible work that often putting themselves risk to help other In 2020, the Trustees approved eightyveight grdnts totalling £4.305.833 bringing the overall total of grants approved by the Trnst to £48.708213. 2020 grants were made within four key ryograe art&s'. Grnnt Progrnmthe Funding Partnerships Small Grants Programme lawards of £2,(M)O to £8.0] Proactive Funding Awards Empowernient- Reducing Restrictive Inierveniions Empowern]ent- Covi&19 Supporting Re5iltence Grawd Tolal Grnnts£ 865.785 274.897 1,022.180 874,533 1268.438 38 14 20 ovld-19 In March 2020, the Truses held urgmt me¢tings over Z()m to discuss w4ys in which they could reall their grant programmes and develop new ones to help the nursing workforce at this difficult time. Throughout the year. Trust staff strived io be as responsive and flexible p)ssible. urIng grani r¢cipients that they wer¢ there io support them and reco8nisin8 that many funded projecL% would experience unavoidable delay$. In respons¢ w the global pandemi¢. Ihe Tnl¢eS in¢reas¢d the M$m¥M siz¢ of grants availabk through their smaIl gr4nts progrnmme from £&OOO to £10.0: and they launched an 'emix)wern)ent programme. str8trgi¢ally targeted at th¢ m¢nthl health. w¢llb¢ing and resili¢n¢¢ of the nursing workfor¢¢.
THE BURDErr TRUST FOR NURSING TRUSTEES, REPORT (CODtlnud) YEAR ENDED 31 DECEMBER 21)20 Since 2009 the Trust has w0ed collaborativety with carefvlty s¢l¢¢t¢d orgaftisatiorts. each well-pla¢¢d to deliver grant PTogrammes on Burdett's behalf. Burdett's fiJndin8 porthers ettable the Tru todistribute its funds Strate8icÈIty attd widely for lh¢ health and well-being of patien In 2020 the Trust awarded 5.785 in ffijnding p8rn)ership grants: Burdett Fuodine PrtneT5hip$ 2020 C3 Collaborating foT Heahh C3 ColiabordtiAg for Health & QNIS University of Edinburgh- IGNITE prOgne Junius S. Mow Benevokni Fund ICN Nightingale Challenge- NuTsingNow Ixga¢y Grand Tot1 Grants £ 94,065 97,500 299,220 300,0 75,000 86S785 C3 CollaborGiin or Health In 2020 Burdett TnLSt mvarded two funding p¥rtnership grantstotalling £191.565 to C3 Collaih)rating for Health: a grant of £94.065 for a proFu responding to es¢g1a¢ing evi(knce of menta] heajth-reled sickness absence among4 UK Durses, made timelier by th¢ Covid-19 pandemic. The project will be overseen by a steering group ofexperts andwill build uw)n evidence produ¢ed in the Society ofOccupationa] MedicinefftCN Foundation report Th¢ Menlal Health and Wellbeing ofNw3es nndmithvives in ihe UK. The project will cover two areas: a toolkit desigD¢d with and for individual nur5es' and thanges to the p)licy environment by consulting key leaders who mak¢ change5 to better uThj¢t5taT the barriers aTMI make evidencbaSed improvements. a grant of£97.500 fora community engagement projed njn in partrt¢Tthipwith QNIS in whi¢h expert¢ommunity nurses will work with residents of some of sl8nd's most di5advantoged comrnunttie5, to help them improve the he4lthin¢ss ofth¢irenviromn¢nts and bener undu5¢andth¢ challenges faced in the poorest areas of Scotland. Five Queen's NuT5es (QN5) will be 5elect¢d tt) wotk foT two yeaT5 on the project supported by theiT employer and C3. Although th¢ QNS will lead lhe proie¢L a lo¢al monager will appointed and community members identified to en$ur¢ there is local own¢TShip. C3 will analyse the data and provide a report for the QNS to run insight sessions ond work with cotnmunity member5 to develop acti( plans. A 8ft1 of £299,220 was awarded to supwi the University of Edinburgh IUOE) IGNITE programrne. The programme will as a catalyst io strengthen supp)rt for pleerIng nursing and midwifrry ¢linical prdCtic¢. acceleraling progress towards the Sustsin2ble Development Goals (SDGS). The IGNITE w)&ramme will provyje three nursing and rnidwifery led projects in extremety low resourced settitw. with aparti¢ular f(xu5 on Afriw Tog¢th¢r Burd¢tt Tn1 and th¢ Nur5in8 Strjdies and Globat Health Academy at UOE will deliver a thared 4mbition to ¢mrK>wer nutses and midwives to make Significant improv¢rnents in the ¢are d health of glolMI populions. The benefits of the programme are far-reaching. For exampl¢, il in¢lud¢$ the wovi$ion of ¢linio] obs¢¢trics training in Liberia for a hort of nine midwive5. to addres5 skills shortage in the local community. A task-sharingaptoach will redistribu* duii¢5usually re5¢rved for high¢r-qualifL¢d medical professionals, to those who are more likely to b¢ ptrfom)ing th¢ day-t(thy care. The IGNITE progr4mm¢ is ajso supporting th¢ provision of specialist training for nurs¢s who are Ir¢aling and cating for women who have experienced complex sexual trauma in war in the Democratic Republic of Congo. In Ugand4 IGNITE will support work b¢twe¢D the UOQ The Ugalldan Ministy of Health and the Uganda Chief Nurse to train nur5¢5 in th¢ clini¢al ski115 to deliver quality palliative care to reduce suffttin8 exwien¢ed by thos¢ at th¢ ¢nd of their lif¢. The of the prograTnrn¢ is to develop projects that invest in nurses and midwives and build meaningful pthierships to 8ri)w Sustainabk ioUn1ry capacity that 15 scalable and able to &ldress the needs of Iiatients and people who use care servi ' Queens Nursing Institute S¢th14nd
THE BURDETh TRUST FOR NUILSING TRUSTEES, REPORT (eoAtinued) YEAR ENDED 31 DECEMBER 2(nO In 2020. Burdett tTUSt awarded a grant of £75.( to sup th¢ amalgamation of the NUIng Now 8roups unikr the ICN banner. In 2020 the Trust made a fuTther gTant of £300.01Th) and through this it met one of its key charitsblt obj¢ctiv¢s. providing li¢f of hardship among nws¢5 and other allied healthvcare professionals. The Junius S. Morgan Benevolent Fund mak¢5 charitable grdnts to members of the nursing pmfession who ar¢ in haTd5hip for a variety of reasons. Since its incepiion, th¢ Fund rnJd¢ th¢)usands of small grants to nursA fornittnrn and ttursing 2uxiliari¢y. Burd¢tt Twst and Junius S. Morgan Benevol¢nt Fund have worked in close partsiership formany year4 sharing their history as well as their strong commitsnent to th¢ nursing w(ykfoc. charities were named after fowiders of the Royal National Pension Fund for Nur5e5. The Fund t5 a lifeline to many nurses in hardship and never h&$ thi5 been more important than during the ¢oronavirns pandemic when Burdett'S tAlditional enabled the Fund to in¢rtw its rea¢h to support even more nurses in need. Smll The Burdett Small Grants Programme funds 5maJkr nw5e-kd projects in the UK and imernationally that involve clinic&1 care. environrn¢n¢ of ¢ar¢. swial ¢aT¢. leadership an¢Yor olucation. The application t3$ aims to b¢ us¢r-fri¢ndly offering an online application foTm and 'fa5t-tsack' decision makin& with mt appliclon$ pr(essed in less than four weeks. In previous yeaT& ihe programme mad¢ grants of up to £8.000 I( in 2020. tn recognition of the ¢hallenges faced by nurstng charities as a result of the MIernIG the trn#ees raised this to £lO.fKM). In 2020. the Tnw received sixty-one small 8ranlaFvlications and m&k thity<igth grants totslling £274.897.' bringing the totsl approved within the wowamme to date to £1.080.913. The small 8rants pro8Pdmm¢ was estsblished to ensure that Burdett Tn.5 funding would SUp}rt not only large transfom)aiional and knowledg¢-g¢ner4ing proje$ iwt also smaller scale projecis MO likely to be developm¢n141 in nautrt and to have an imp1 IIKal. grassr level. The Trustets are ple&8ed to report that small have ¢(ffttu)ued 10 Feach most PArt5 Qf th¢ UK o w¢ll a5 fimding small intemthonal initi&ives as the following tsbl¢ d¢monstra5: li 01*2020 Reglon ofbe•ent Gr•nts Approved Nthor •wards East Midlands Easiern London North East North West South Fast South West West Midlands YoTkshire and Humber Northem Ireland Scotland Wale5 National Internlonal 79.354 22.438 19 21 116930 137 125 47 05 58.045 27 23 12 55 33 10 173727 125 67 13 27 18 193 Totsl
THE BURDErr TRUST FOR NURSING TRUSTEES? REPORT (contilllled) YEAR ENDED 31 DECEMBER 2020 All 8r4nts by the Trust subject to monttOrill8 and evaluation. Recipients of small grants 4r¢ &sked to providB short report on their use of Tnt fimds and its impxt on patient cwe. Th¢ pr(ws is kw interttionally 'ligh¢-tou¢h' refle¢iing the scale of the award& Prdive rnts Burdett Trust aims to be a catatyst for change an activ¢ player in improvin8 the health and well-being of patients. In addition to making grdnts tn reS)nSe to fimding applications. the Trust 'protx¢ively' seeks out ways of engaging with nursing stskeholders and invites proposa15 to further its long-terni plans. The Trustees participate in dialogue and share n¢w idw with nursin8 organisation& service providers and other nd<rS and engage in collaborative problem-solving and project development. All proactive grants are iniliated by the Trust. Unsolicited applications are not accepted within this programme. In 2020, the Trustees supp)rted eleven or8anisations proactively with tot&llin8 £1.022.180 in furtherance of the Trust's charitsble objectives. Barls Healih NHS Tr1 A grant of £30,000 was awarded for a study into the health and social Imp1 of the COV1D-19 pandemic on the nursing workforce in the UK. It is widety accepted that the NHS workforce is already under significant pressure with around one-third of nurses being eligible for retiremeDt in the n¢xt t¢n-years. high attrition. and over 40.000 current NHS vacancies. The funded SdY will provide real-time inforniation aboLrt the challenges facing the nursing workforce and examine Changes over time tn relation to their wellkin8. It will identify predictors of nursing wellbeing and infomi )lleY on k¢y interv¢ntions 10 5UPPOrt it. The survey vlill capture the widest perspective of views ofthe UK nursing workforce (regi¥lerednurses. heolihcare sIstanIS. entS andnwsiTry aEs(latprOV1dJngfron11lne delivery ofhealihcare) and act as a plaifonn for further research. Birniin ham Fyomen's andchildren's NHS Founknion TrxTt A grant of £50.01)O was award¢d towards Birniin8ham Women's and Children's Emergency COVID-19 app. The appeal was launched to support nurses and healthcare workers on the frontline and the wornen, children and families in their care. Burdett's fijnds will help ensure that th¢ Foundation Trust has what it needs to wntinu¢ its vitsl work. sHos i&71 Tn - ChildNwse Praciice Develo meni Inlfi ive A grant of £150.000 to the Children's Hospital Trnst to enable its Child Nurse Practice Development Initiativ¢ (CNPDI) to ¢stabli5h and support f(iur'Best Practic¢ Ursits. forchildren's nursing in South Africa. The CNPDI'S long-teTm goal is a strengthened children's nursing workforce, working to best possible effect in Africa's health care systems. SFcialist children's nurses Are an extr¢mely s¢ar¢e r¢sourc¢ in rnost African ¢ounlTi¢S. wh¢r¢ th¢y a¢Unt for less than IY• of the nursing workforce. The four Best Practice Units for children's nur5in8 will Produ a suit¢ of context-aligned t(71$ and resources to enable nurses to 8ssess, reflect on and improve practice in their units. CW+ Chari Chelsea tmd Iyeslminster Hos ilalNHSFoundalion A grant of £287,650 over three years was awarded to CW+ to fimd and recruit the first Nvrstng Innovatio Fellow. The role of the Fellow will be to WOTk with s¢nior nursing leadeTship. the CW Innovation team and the wider nursing workforce to proactively seek out and build a coh4M of clini1 nurs¢ ¢ntr¢preneurs and novel ideas. Working alongside the CW Innovation Business Partners. th¢ Fellow will draw on the existin8 innovation, improvement and R&D Infrastsvcre within the organisaiion and will work with an external network of partsiers and advisors to help Aavigate new optK)rts]niti¢s and ¢nsur¢ that idenlified project5 align with the real-time Clinical and oikrational challenges facd by teams on the ground. The Fellow will be supported to drive and deliver a series of engagement events and lead on CW+'s successful annual Nurses Call. Now entering its fourth year, the Nurses Call ha5 been central to Ta15ing the profile of nurs¢- led innovation across the organisation. Culminating in a 'Dragon$ Den, judging session. finalists receive coachin& fiinding and project mana8cm¢nt supp)rt to help (kliver their wojects. The Fellow will play an
THE BURDE TRU FOR NUKSING TRUSTEES. REPORT {contiDued) YEAR ENDED 31 DECEMBER 2020 integral role in expanding this programm¢ and h¢lping to evaluatr the impact of projects in their clinical settings. De Mon ori Universi A grant of £67,641was awarded for an Evaluation of evidence-based health visitor services to support the mental health and coping of parents with ¢xce5siv¢ly Ing babies. The study will consider whether h¢alth visitors providing rolne services can deliver the "Surviving Crying" web5ile and booklet materials successfully. It will also review whether senior health visitors can be recrnited and trained to deliver CBT sessions to parents and whether their involvement is maintained and do parents show the same benefits as in the exploratory sthdy. Hard Global Nwsin Leadershi A grant of £150.0 was awarded to 5UPPOrtthe launch and first virti41 l¢&I¢rshipwohOP of the Harvwd Global Nursing Leadership Program (HGNLP). Th¢ HGNLP aims to enhance the executive leadership capacity of ministerial-level government chief nurse and midwifery otyicers, regulators, and naiional nursing 8s8OCiatioy)s to support Inte FL)pulation health man8g¢m¢nt ond primary care institutions devoted to disease wevention, health protnotion atKi the provision of quality health care. The program's educational components will include didactic cour5e5. int¢ra¢tiv¢ case-based learning exercises, action- learning activities in leadership and managemenl popu]8tion health manwmenL innovation science. analytics. finance, technolo8y and digitsl health. Kin s Colle Lond( A 8ranl of £60.000 over three years was aw8rded to King's College London towards an ambitious project to enable nurses to deliver the best wssible care at the Connaught Hospital, Sierra Leone. The project will n¢entr8te on three key areas: on-the-job skills developmen¢ systems ¢h8n8e and continuous professional developmenl. Across thes¢ areas it will focus on criticalty unwell patients, workin8 across the wards and with the ¢mcr8ency care team to build the skills and systems lo hclp th¢ sickest patients. The project will work to ensure that nurses have the skill4 confideft¢e 8JNI environment they need to provide the best care. for the long terni. Lothl n Souih Bank Urtiversi A grdnt of £99.129 for an evaluation of the %wans and Cygnets- mod¢l of endf-I1fc and ber¢avement car¢ during th¢ Covid-19 pandemic. The Swan model of care was ¢stablished a rnnS of aligning end of life and bereavement ¢&re and organ donation in order to enable everyone to a¢$S equitsble treatment and care. regardless of diagnosis or circumstances. Recently> the Swan team responded to the pandemic through the development of the Cy8net programme. The vision for the oygnets is that people do not die &lone due to the restrictions on visiting in hospitsls during the COVID19 p8nd¢mic. The evaluation study would evaluate the impact of the Swan ond Cygnet service and identify what worked and what did not and draw conclusions about the transferability of this model of care to other clinical settings. MaliTWi Ni alec A grdTrt of £30,000 w&5 awarded to SUPFXlrt th¢ Malawi Nightingale Challenge. Estsblish¢d in 2019 it aims to support nurses and midwives agd 35 years and younger to become leader4 innovators, and advocat within the mulii-disciplinary teams in which they operate. The mentorship programme will assist approximately fify nurse and midwife mcntees to develop their leadership skills. Weslern Healih ondS(Kial Care Tn1 A grani of £97.760 towards Health Action Trainin8 (HAT) an innovative and proven progrdmme that U5¢S techniques drawn from actor training and puppety to teach health professionals how to improve interpersonal communication skills through authentic role play and simulAti(m. HAT will be used across a 14-month period to achieve enhanced competency in inteipersonal communication in a range ofchallenging health-care environments. Course content will IK inflnCed by nurses and service users with the end-goal
THE BURDE TRUST FOR NURSING TRUSTEES. REPORT (tontlued> YEAR ENDED 31 DECEMBER 2020 of increasing resilience and social capital of the organisation by developing iTrhous¢ train¢rs who will continue to use HAT methcds to address future communicaiion problems. 2020 Em werment P mmes Burdett Trust's 'empowernient programme. was established in 2011 to enable the Trust to fund a cohort of projects with a common focus usin8 a proactive. prowmatic approach. Each emwwernient programme is adverttsed widely to ensure that relevant organisations are aware of the call for proptssals. In 2020 Burdett TEWt launched and deliver&J two emN)wernient progrnm¢s: din Service Users om Abuse andHarm.' Reducin Restrictive Intervenlions The Burdett Trust shares the nursing workforce's commitinent to the future elimination of restrictive interventions. and believes that this is FM)ssibk through preventstive, evidencethbased intervention5 that can help minimi5e aggression and challenging behaviour and promote safety and personal dignity when behavioural emergencies occur. The Trust believes nurses are well-placed to take a leadership role in desi8nin& Ml¢ll1n8 and implementin8 more appropriate fom)s of non-intrusive crisis intervention and behavioural management. More evidence is n¢edtOcStab1lsh what works safely and effectively, supported by measures such as reduced stimulation, active listenin& diversionary tschniques, de-escalation interventions. iK)undary settin8 and the use of appropriate medication. With this in mind, the Trusteeg invited proposals for innovative. nurl¢d initiatives that would promote the reduction and potential elimination of r¢strainL isolativc and restrictive intervention4 whilst keeping the focus sharply on improving th¢ safety and well_bein8 of service users who may occasionally present with unpredictable and concerning behaviour5. The Trnst received thirty-two grant applications and approved fourteen grnnts totslling £874,533. C¥se Study: Edge Hill Univenity- Grant of £46.783 Funding w&$ awarded for a multi-phased. nurse-1 project that will lead to the co- produclion of an eVidenced-bas child-centred twlkit to increase the use of sItIve behavioural suptK)rt (PBS) and reduce the use of restrictive practices (RP) with children with int¢ll¢ctyal disabilities andlor autism spectrum condttions (IDIASC) attending hospital. Th¢ us¢ of RP in ¢hall¢nging and stressful encounlers can resuh in I)r short-terni outcomes. distrss. injury and long-temi trauma. The Trust believes that ih¢ preventsttve ti)olkil will be a'good fit. to practice and have wide applicability. Covid-19.. S lin Resilience in the orce The Covid-19 pandemie has creaied urtprecedented chall¢nge5 for the Nursing Workfo¢. They hav¢ be¢n at the forefront of Tesponding rapidty and safely to the challenges wised by of Covid-19. Some of their responses have seen a step change in moving nTche ideas and projects forward. This has given nurse5 the opportunity to implement significantty different improvem¢nts t() the [¢ of patients and 5UPPQrt for communities. However. the pandemie has also threaiened nupxs mental health and wellbein8. This programme invited nurse-led proposals for evidence-based strategies and interventions which could demonstrate innovative and sustainable change5 to clini¢al practic¢ service redesiw as a result of learning gained through the pandemic. The progtwnme also sought proposals for ¢vid¢nc¢-bgsed support for nurse's mental health and psychological wellbein& b)th in the immediate and long terni. The Trust recognises that nursing is part of a workforce team and evidence submitted as part of grant proposals WAS expected to reference that. The was keen to receive proposals that Teflecied a wide range of settings, in parttcular those outside of hospital and those covcring iM)th wevention and care in both health and social care.
THE BURDErr TRUST FOR NUILSING TRUSTKES? REPORT (eomtlDUtd) YEAR ENDED 31 DECEMBER 202D Cst ytudy: Quten's Univtryity Belfst- Grant of £8S316 Nurses in care home5 have had to contrnd with increa5in8 d¢aths of residents, limited lin11 support and a reded Workfor placing them at greater risk of poor mental health and wellbein& This funded project will explore how nurses in care homes developed resilience during the COVID-19 paAd¢mi¢ outbreak and ¢iNIc5i8n a digital resource to build futuTr coping atul adaptstion strat¢gi¢s foslering in¢r¢8sing resilience. The findtngs of the prOJt will be shared regionally. nationally and internationally and reported in a -T¢v1¢W. 0[n-aCcess. international journal. Th¢ 2020 pmgrammes bTOU8ht the total approv¢d within the ¢mpow¢rm¢nt pro8ramm¢ ov¢r nine y¢8rs to £17.686.884 as showm below.. Em ent Grants d2011-2019 Year- ProRrnmmt of gw•rds roved £ 2 255.728 1850 670 2011-Nurs¢Em w¢rni¢ni 2013- D¢liverin Di 2014- Youn Minds 2014- Transitional Care 2015- Maternal and Chfftldh(d Obes. 2016-Men'5 Health& Em¢ ent Conditions 2016- Im rovin Nurse Ret¢ntion 2016-Stren Nursin L¢*T5hi 2017-Stren henin Nursin Leadershi 2018-Peo le Livin with Frail 2019- Learni Disabili Nurs 2019-Com lex Needs in Prim Care 2020- Reducin Restrictive Interventkons 2020- Covid-19- Su in resilience 20 20 10 12 10 345 432 1081 173 951851 1987 254 471.975 13 13 1507691 1039 104 865.743 874 533 1268.438 17 18 24 13 14 20 Totsl 213 Nwsln Nursing Now was developed as a the-year global campaign launched in 2018 in response to the findings of th¢'Triple Impact, reporL which wncluded that as well as improving health globally, empowerin8 nurses would contribute to improved gender equality aTJd stronger economies. Run in collaEM)ration with the World Health Organisation and the International Council of Nurse4 the campaign has focused on five core areas: ensuring that nurses and midwives have a mor¢ promin¢nt voi¢¢ in h1th policy-makin& encouragin8 greater inveslment in the nursing workforc¢' adValIng for mor¢ nurses in leatsship positions. encoura8ing re5c8h that helps deternline where nurses can have the gr¢atest impacL and sharin8 examples of best nursing prdctice. 2020 was to be the pinnacle year forNursingNow il marked the 2(Mlth anniversary of FlorenceNi8htin8ale's birth and ¢¢l¢brdted nuTS¢S worldwid¢ in the Year of th¢ Nurs¢ and the Midwif¢. Th¢ y¢ar start¢d with tremendou5 energy as Nursing Now rea¢h¢d out to all heads of state to stress the imw)rtance of investing in and supportin8 nurses and midwives on a global scale to achieve health for all. In the early months of 2020 regional meetings were held in Ugand4 Fiji and the Bahamas but on I l March 2020 Covid-19 was declar a pandemic by WHO. Nursing Now rose to the unprecedented challenges facilitatin8 the global sharing of experience and support for nurses and midwives virtually throu&h w¢binar& case studies and its Poety Portal and marking io
THE BURDETf TRUST FOR NURSING TRUSTEES, REPORT (colltiDved) YEAR ENDED 31 DECEMBER 2020 International Nur5e5 Day through the pow¢rful mlM of film. Nurslng Now also was one of the signatories to an open l¢tt¢r to G20 l¢ad¢rs which brought together the global voices of 40 million health pmf¢ssiona15 to call Covid-19. It also ¢reat¢d th¢ 'Nightingale Challenge Partnerships Platforni,, a global wmmunity and opportunity to Share knowledge and learn from health employers around the world. At the end of th¢ y¢4r, 31,210 nurses and midwives from 802 countries had accepted the Nightingale Challenge. Burdett Truslee5 and the Chief Exe¢utive Shirley B&ines sit on the ix)ard of Nwsing Now to support the campaign and oversee its good governance. MEASURING IMPAcr During the year, the Trustees Continu to monilor and Teview all grants, with the aim of establishing their impa¢t on the nursing ¢tintribution to h¢althcaTe. Periodically. the TSte¢S me¢t to consideT the overall impact of their grant-making programmes and make 5trate8i¢ plans. In addition, when $sible the Chief Executive organises seminars and workshops to share and disseminat¢ gocKI practice resulting from the Trust's grant programmes. This was not POS5ible in 2020 due lo the global pandemi¢. but the Chief Executive kept in touch with grnnt recipients through virtual meetings to ertsu that grants were on track to deliver their intended outcomes. The Trustees are pleased to report once again thts year that grant r1P1¢ts 5CesSfUllY achieved the outputs and outcomes they set out to deliver and any shortcomings W¢TC expliable and defensible. All grant recipients are asked to provide a detailed'fmal reN)rt' at the end of their grant period sharing any learning resulting from their project. To find out more about the funding progr8mme$ and the Trust's CUTrent grant p)licy criteri4 applicants are asked to visit the Trust's website at www.bthi. FUTURE PLANS Th¢ Truste¢s' key objective is to use its funds to emp)wer nurses and through thi5. to make signifiwil improvements to the patient-care environmenL WoTking together with its funding parthers, the Trust will support projects that are nurse-led and focused on the nursing contribution to healthcare. In addition. the Trnste¢s will continue to suptK)rt nUTS¢S through targeted grant prowmes, their f&8t-trk small 8rants they will use their experience and networks to make fill1her'proactive' grants, all d¢signed to make significant long-term improvements to the patient-care environment. They will continue to monitor the perfonnanc¢ of their fvnding p8rlneTS and grant rKipi¢nts to ensure that their funds aTe bein8 used for maximwn b¢n¢fit in furtherance of th¢ir charitsble aims and objectives. The Trustees look forward to rcvisitin8 the strategic events and projects originally planned for2020 to celebrdts the bi¢ent¢nary of Floren¢¢ Nightin8al¢'s birth and the Year of the Nurse and the Midwife. The Florence Nightingale Ch¢ls¢a Flower Show garden, planned for 2020 8nd sw)nsored by Burdett Trnsi will k Carried forward to the 2021 Chelsea Flower Show. After th¢ ¢v¢nL the Trust hopes to rel(atr this unique garden to a natiotthE hospitsl that has an &ssociation with Florence Nightingale where it will benefit both staff and patients. The Trust will continue to work in partnership with the Nwsing Now campaign, due tr) finish in May 2021. and support its legacy through its nd]rt8 of the Nightingalc Challen8¢ as it I(ne$ the"NurslngNow Challenge" in June 2021.
THE BURDEIT TRU FOR NURSING TRUSTEFS REPORT {eODtinued) YEAR ENDED 31 DECEMBER 2020 FINANCIAL REVIEW Income and expenditu The year to 31 December 2020 prUced Consolided income for the Trust of £1,268.131 (2019.. £2.084.370). The consolidated results for the year to 31 DeCem1r 2020 show net eXpdire of £4J72,589 before investment gains of £462.811. The results fortheprevloS peri(wJ showed net¢xpendituYe of £3.630.746 before invesThentgains of £9.224,833. Funds at 31 Dec¢mi%r 2020 totslled £811rxI.4fJ (2018.. £86.100237). Subsidiary ¢hArities The Junius S Morgan Benevoleni Fund made grants during the yeartotalling £412.080 (2019: £250.414) to help re¢ipients meet a variety of household expenses. All grants were gtven to individual4 and the maximum given to indivithal did not ex¢eed £1.500. Reserveg poII¢y The Tstee$ have r¢vi¢w¢dthe reserves of the Trust. The review concluded that the were suificient reserves to allow the hwity to b¢ rnan4g¢d effi¢iently. This policy will be Yeviewed oft an annual b13. The general fire res¢rves of th¢ charity a5 at 31 De¢eTnber 2020 were £80.138,300 (2019: £84283258). The Charity will maintain its kvel of free reserves ty continuing its rM)licy of operning effectively and efficientty, maximising income and contyolling eXIditie. The Trustee5 have alsoreviewed the reserves of its subsidiary chariry. The frtt reserves ofthe Junius S Morgan Benevolent Fund, kfor¢ transfer. amounted 10 £3.778.969 31 December 2019 (2019: £3,639.334). The5¢ reserves aT¢ ¢onsidered to be * a suitabl¢ level given the atm wike a sensible balance between the needs of the we5ent and the ture. D#11S of the Purp of ef&h of the Thd$ are shown in note 13. The spending policy ofthe Trwt is SF¢nd at least4%or rn0 of an average of theprevious 12 quarter end rna[k values of the FQrtfolio. Ekn ye4rthe Tntyte¢$ 88ree th¢budg¢t and SdIng rule percentage dedIng on certain cIrUnStanO$ and investtneni perforniance. The year-to-year flUcationS in sp¢nding can adjusted by including more years {or quart¢T5) in the calculation of the average market values. The long tern] objective is that the spending rat¢ is less than or ¢qu41 to thE NTrrtfolio's r¢al return, so tha¢ th¢ portfolio's wrchasing powu will be maintaine In 2020 Burd¢tt Thst for Nursin8 did not engage in fundraising with th¢ general public and did not und¢rtak¢ afty fi]ndratsing ¢ampaA8n$ via anail or direct ma&1 OT engage in cold-callin& the charity received no complairtts from the public. As a re81Stered charity, Burdett TnJ5t can accept donations from thos¢ wishing to $upport its wo, but in 2020 it did actively seek these. All offers of financial support for the TTU5t'5 w¢yk iniliat¢d by th¢ donor and the Trust will not share inforntIon about any donor5 or wtential donor5 and never put anyone under pressure to done funds. Any donations are controlled by the Trust'5 stringeni 'Tr)nations A¢¢¢pt¥rt¢¢ and Refusal Policy Conflicis of Interest Policy. and 'Anti.Bribery and Comiption Policy.. Thwe w)li¢Kes aye prOrtIOnate and include the verification of the source of the donation and other diligence meas[¢5 to protect the TTu frwn Ing UAWittirt8ty involved in a fraudulent tran$a¢tion. Nursing Now is a programme of the Bur4e¢t Trnst for Nuysing. Lthe its porent chaity. Nursing Now did not engage in active fiJndraisin8 With the general public in 2020. but it received fyrtds from other grant-making bodies to support tis campaign work. Nursing Now is subje¢t 10 the same p)licies and high stsndards of Bocd PTactice as Burdett Trust in relation to its acceplance of donations from thlxd paty organisation&.
THE BURDETT TRUST FOR NURSING TRUSTEES? REPORT (¢omtln¥ed) YEAR ENDED 31 DECEMBER 2020 Key managemeDt persottmel remutterntlon Th¢ Trus¢e¢s ¢onsider that th¢ Boord of TTy¢e5 and th¢ Clti¢f EXutive (CEO) are the key management personnel of the chariry. In the year. no TnJse was paid for their time and detsils of their expense5 and related paty transactions are disc105ed in the notes to these accounts. Tntte5 are required to disclose ail r¢l¢vant int¢re5ts and r¢gister them with the Chief Executive prior to Trustee meetings. In accordance with th¢ Twst'5 policy. Tte¢S musl withdraw from decisions where a conflict of interest aris¢s. The charity's Chief Executive ts paid via a service level a8reement with RathiM)rt¢ Trust Company. who are rwonsible for the management of the Tn'S day-to4ay administrdtive and fitmicial 01)¢ratI$. The w¢ement is reviewed annually and subject to inflationary inCSes. The Tnte¢S are mirtdfvl of th¢ demanding workloxl of the charity and the scale of its grdnt-making operations: at)d whilst the CEO'S salary i% nol within their dirtrt conlToI, th¢ s¢rvi¢c l¢v¢l agreement reflects the need for a senior officer to manage the day-tsFday njnnirtg of the ¢haTity with r¢muneraiion that is f8ir and not out of line with that generally paid similar roles within the seCr. Investment policy The overall financial and investment objectives of the Tn inveslment portfolio arr to wvide a stream of spending ID support of the Tnjst's mission, while preserving and enhancing the rtal (itiflation-8dju5tcd) purchasing powcr of the invested assets. In fonnulating investrnent objectives for the Tn the lttvesknent Committ¢e wts rnindful of the responsibility to strike a sensible balance between the needs of the t [1]eCted in ¢UTrent spending) and th¢ needs of the future (reinvestment). TheTrust'5 overall investment objective is therefor¢ to xttk a to¢41 return over iim¢1org¢ enough to provide a result equal to LY greater than Spending requirements and infiati(ffl. Investrnent perfonnauce The Burdett Tntst investment portfolio Tthmed +1.8% in 2020. The main ContritorS to Frformance were global equiry (+9.4%) and absolute rethrn (+7.30h). whi15t UK equities (-15.2%) and prowty (-3.7Yo) were the main detracEors. This perforrnancereflects a mixed year forrisk assets followingthe majoTmarket falls ofthe firstquarter, wilh most asset classes retyrning to positiv¢ territory by year-erf but with a few notable exceptions including UK equities, which Ternained firmly in the negative. Over the 7{ger-ICn, the perfonnanc< of the portfolio contintses to be stron8. reDJrning +6.9Yo on an annualised basis since inception in 2(M)2. The P0110 w&8 valued £79.6m Ls ot 31 De¢ember 2020. In addilion to the Burdett TTrt investment pxffolio the Junius S Morgan Benevolent Fund heid investsnents amounttng to £3.7m at 31 December 2020 TRUSTEES. RESPONSIBILITIES IN RELATION TO THE FINANCIAL ATEmENTs The TrUss. who are also the director5 for the put&x of company law. are resplmsible for preparing their Trustees. R¢port and the fan¢]91 swem¢nis in a¢c(the with applicable ]aw and United Kingdom Accounting Standards Iunited Kingdom Generally A¢¢epted Ac¢ounW Practice). Company law requires the Trustees to prepar¢ financial statements for each financial year which give a true and fair view of the stat¢ of tht affgirs of the ¢harithbl¢ ¢ompany and th¢ group and of the incoming resources and Tesources expended of th¢ group for that period. In preparing these financial statsments the Trustee5 are Tequired to: Select suithble ac¢ow?ling policies and apply them CL1 Obserye methods and principles in the Charities SORP Make judgements and esiimates that are re&8onabl¢ and Sta* whether applicable accounting stslldards have been follow¢¢ subj#t w any material departures dlsclos¢d artd explained tn the fuwicial statements Prepare the fingn¢ial staiem¢nts on going )c¢M basts unle55 it is inappropriate to assume tbat the charitable company will eotttinue in operat Th¢ Trusiees are 8ts0 resp)n$ible fork¢eping pr(4)¢rac¢outhg TecNd5 dik with reasonable accuracy at any time the fmancial posiiion of the tharitable company and the group and enable them to ¢ll5ure that the fmancial statements omply with the Cornpani¢5 Act 26. They are also responsibk for safeguarding th¢ &qsets of the charitable company and the group and hence for taking reasonable steps for the prevention and detrction of fiwd and other irregularities. 13
THE BURDE TRUST FOR NUILSING TRUSTEESI REPORT {¢ontlnu¢d) YEAR ENDED 31 DECEMBER 2020 So far as each of the 15 aw•¢ 4tth¢ linthe rewyt is approve&. there is no relevant audit infonn*ion of which the c(qnwiys auditt)ts unaware: and the Tnths haVek¢n all 51epsthatth¢y ou8httohaYe tsken to mok¢thems¢lv¢s V4wareof any r¢l¢vant audit inforniation and to ethblish that the auditOT5 are aware of that infomwicrtL AUDITORS The audito Haysmacintyre LLP. will be prOFsed for re&pIntsnen1 in ac¢ordan¢e with Section 485 of the Companies A¢t 2006. In pr¢paring thi5 f¢Frf the TTUStees have taken the exemFrtion avatlable to small )mpanIeS and have not pryred a strate8i¢ report. Approved by the Tnle¢S on I September2021 and signed on theirb¢h4lf by: Alan Glbbs Chaim4tt 14
INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF THE BURDETT TRUST FOR NURSING OpiniTrn W¢ hav¢ 8udit¢4 th¢ fmw¢iat of Th¢ Buth Tntst ftrNur5ing forthc y¢ar cnded 31 tkcember 2020 which Comprise the Sthtement of Financial Artivitic4 thc Balanc¢ Shrt the Starncni of C&sh Flows and Thow to the fikatt¢ia] ai¢m¢ni4 including a summary of SigFLifitst cOuNtIng policie The financtal rer18 framework h&% be¢n appli in their prepwation is applicable law aTrd Uniied Kin8dom Ac¢ouniin8 StaAdards includiD8 Fittt¢io1 Ryrtsng Sthrtdard 1tr2 The Fimncwl Rewiin8 Sfottdard oppllcttble UK ondRep¥bl ollre14tyd(Unit¢d Kingdom (hmlty AcwwJtin8 PTaLlice). In ovr opiftion. the rjn8ncl gatements.. give atrue &nd f8iT view of the of thegroup'sknd ortheFwc charitableeompany's affairs ai 31 D¢¢ember2020 &nd of the gro,5 and pvxrnt charitsbk wmFQny'S ncl mvc4nc4Jt in fir 11[8 the incom¢ and ¢xp¢ndio< for ihe year erwjed; have b¢ffl property prepared in trtcordan¢e with United KiThg(b)m Gettually A¢¢omtin8 P11 •md have LKcn prcparcd in with thc r4uiremtnts of the Cfmp8niesAL% 2(1)6. Blsls for oplnloD We conductcd our wdit in &¢onlance wilh Internuional Srarhdards w AlIt (UK) IISAS (UK)) and 8pplie4ble liw. Our re5ponsibilÈti¢5 WLd¢r tlb)se standards are furthcr descnljed in the Audithr's responsibilities for the audit of the finaneiai statetnents section of our rworL Wc are indcprndent of the group in accotdanct with the tthica] requirements that are relevattt to our audil of the fJnanci8] statements in the UK including th¢ FRC'S Ethicol 8nd we have fulfillcd our other ethi1 responsibilities in rdance wittk tIKse TquiTemC WeIl¢Veth&thc audii cvidcnce we bav¢ obthitttd is 5]fficild aPPTopriat¢ to provide a b&sis for our opinion. Conelusion8 rel•ti to $tne¢r8 In auditingthe financial statement& we have conclthat the tnh'$ w ofth¢8oin8 ¢on¢ern basis of COunting the prq)arntton of the financial statcrncnts is approprialc. Bd onthcwork we have perfomled. wchave ideniifiedany nwttial uncumintiesrelaisngtoevenisorcondilionsthaL individually or colleciivcly. may 5ignificanr d¢Jubt on the group's'5 ability th continu¢ &5 a Boittg C¢¢ for * period of * least e1ve [[NIh5 fmrn when th¢ financillj miements are autlM)rised for Is¢. Our resrM)nsibiliiic5 the rcsp)nbilities of the dirtctor5 with r¢spea to going Mn¢¢m d1knJ in th¢ relevArtt se¢¢ions of this reporL Other ilforml)n The Iru5tet5 are re5pon5ible for thcotherinf0mji0n. The othcrinfornwin mpriseS th¢ infornmiion its¢ludtsJ inthe TNstees' Annual Rryort. OuropinioR on the flnancial ateMents docs not cover the othtt infornwion ¢x¢eptto th¢exnt othm¥ise cxplbcltly stated in our repor( we do not PresS any foTm of sur&n¢% conclusion thereon. In coTrnection with our audit of the finan81 stakrncn ow tes[SIbIlIty is w read the other inf0m110n 8JJ4 in doing so, Consider whethertheothcr infoThation 15 matcrially inconsistcnt withthc finartcta] staiemetlts orourknowltyjge ob¢AiJd irt theawJitorothcrwi5C appears to be matrrially rnisststed. If we identify such t[rIal irKortsisWj¢$ or 2tpMi mT1 mlsstaiemcn we art required to d¢t¢rmin¢ w1h¢r there is a rnatcrial rn5SStaiunent in th¢ f1¢181 stIts or a material misststemrnt of the other information. If, bas thc work we have perfornic4 we cottlude that there is a msterial mjsstytrt of this infom)atioN we are required to T¢Ptsrt that fact. w¢ha nothing lo rcport in this re8ard. Oplnloo$ oiher mtt¢rs pr¢rIb by the cOPkS Art I6 ln our opinion. on the wort undcrtakcn in the CL¢ of the alIt.. the Infonnl0ft 8iven in the Trus*u' Annual R¢pM for the year forwhi¢h thc rmanc1 5tements arc wC[ed is consistent with the financial #atemeTrt& and the strategic rcport and thc directors. [qrt indudcd within tr Trthstrts. Annual hve b¢en prrpATrd in arcold¢t with applicable1 requÈrcnJent Matten on whlch we are requlred to report by eieepllo• Jn Ihc light of ihe knowledge and underdIn8 of the gro th¢ p9m)i ¢b•rityble ¢omparty its ffivironmext obthincd in the £our5e of Ihe audiL we have wi i¢kntifiedrnaterial misstatemalls intheTnotees' Anl Rewtlwhi¢kn itKorporate$thc5trat¢gicrcport 2nd the directors. fcport). Wc have nothing to ort in rw of thc followi mattus in relation to whith the Compnies Aa 2 requtres us kn Tewrt to yoii if, in th]r opinian.. adequate a¢¢ounti118 r¢¢ords hav¢ r4M tten kw by the pamt ¢lwitsble ¢omtAny. or reMnLS adequate for ouraudit have tMTri Ixen re¢eived from brancbes not visited by $. or the poreni ¢h4ritabl¢ ¢ompa¢)y fInan¢i sthtanettts are in agrcemrnt with the aLrouThtiD&recOrdsw returns.. ¢rtaiD di%105ur¢5 of tru5ttt5' rcmunflation 5Fttified by law arc not made" or we have not receival a]1 the ÉnfornJa(ion and explanatiOJL8 w¢ require forouT audi¢: or the bijsttts w¢re not entitled to pt¢ror¢ th¢ flt)&rtcial in xrordaTK¢ with the 111 companic5' regi1r and lake advants8eof the STr} com[leS. eXeMonsi prepArit)g thetru#e¢s' Ywtand fTDm the rewircmcThtto prepare a 5trdte8ic retM)rL 15
INDEPENDEIYT AUDITOR'S REPORT TO THE MEMBERS OF THE BURDETT TRUST FOR NURSING Responslbllltles oftrUtes for the As explained more fully in the tnL¢ees' rtstrfbn$ibiliii¢s sw¥nert set out on pgges 13-14. th¢ tru4¢es (who we the diTCCtor5 of the haritsble compmy for the purrK)se5 of company lawl we TespottsiThle for the Preparation of th¢ fman¢ial sthtcmts for bell 5ati5fied that they give ft true and f8ir view. and foT gxh inrnaJ control ts the tnLqttS det¢rniin¢ is lo cnabk thc prepardtion of fin•¢1 statemcnis that are frec from matUi81 •hdher dueto Or¢•r. In pr¢paTirtg the financial 5tlltemcn the InLees art responsibk for &5%5sing thc BTOVP'S and the par¢n¢ charithble company's 2bility tocontinue a 8oin8eM¢ern.diselosiTh& as applithl< mattcr5rclatedth goingcorern 8nd usittgthegoin8 concernbLSi5 of8ccounting ttless th¢ Iru5tt¢5 cithcr intcnd to liquida the 8nwp ry th¢ pamt chtritable cornpAny or to ceaye op¢tions or have tto re81i5tic almativ¢ but to do 50. Audltor's T¢spSIbilitI for the •Ndlt of tht flD•eknl xtAtrty¢•l¥ Our obje¢tivesarr toobtsin r$0[lable &wrancc abDUt whether the st&cmcnts a5 a wIleare fre¢ frommwt¢rial miss¢amenL whether dueto fraudorerror. arldto 1C8n audiior'sret)rtth rn¢ludesouropinion. Re&wItle &ssuran¢e isahigh Itv¢lof 8ssurnnc but is not a guardntee that an audit conducted in accordan¢¢ with ISAS (UK) wtll always detect a nw¢rid mkssw¢m¢ni when it ¢Xi51 Missiatem¢nts arise from fraud or ernyr are constdued Materi if, iThJividuttlty or in the aggTC8al4 thry c4)uld rt&wn)bly b¢ rKpE¢tcd io influencc th¢ w¢)nornic dccisioLs of LLYrs taken on the basi$ofthese fuwjcial StsLcmenLS. Irregul1¢¢ in¢ludtng are instances of non-compli¢¢ with laws and regulatio We d¢5i8n procedvr¢s in line with our rupo#sibilitie% outlincd ibovG to dctcct rnaterial mis5taLemtht$ IA trsF<41 of iTTc8uJarities induditt8 fraud. Th¢ ¢xt¢w w wht¢h our procedures are cwble ofdetccting irrcgul8ritie& iTrcludin8 fr8tyJ is dthikd t¢lov. Bwd on our und¢rthding of the group and the ¢tor in whith it op¢rsi¢4 we idtified ih8t the principal tisks of non-compliance wilh laws and Tegulations related to regulatory requiTun¢nts of tr Ctrwity COTnTni5SiO we nsidered the exte1 to which non. compli•th¢e might have h material ¢ffca on the financial ststements. We 4150 considucd those laws and re8ulations th2t hav¢ a direct impact onthe PT¢paration ofthe financia] stsWMts such &8theChwtiiesA¢t 2011. CompoThIesA2(j6 andth¢thwion envirottmenL We evaluated T[eTent'S oppffiunitie5 for frauduleni ManLBxJllO of the firthncial statements (including the risk of override of ¢ontrol$l, and d¢twmincd th the principa1 risks were reJd inprOprIate iournat entiies and mana8em¢ni bias in ¢ertain accounting estimths and judgcnKnt& Audit ¥tyr[d ty the incltthd.. . Insp¢¢itng ¢or¥¢spondentt with an)ropTiatc regulators tax authoriti . DisLiJssions with managtmcnt including COLdern10n of kJM)wn or weaed in918ncts of nonwliance with ]8ws and r¢gui8tion Dd fraud; - Evaluating m8nagemenl'$ Controls ¢ksigned to prevent and dea iTregulari¢ies: - Id¢nLifyLtt8 and t¢51ÉDg jouThthis in particular journal cntries posted with sU81 T&C(Wnt ty)mbinatiO p05tings by unSual us¢r5 or with Imusual descriptions" and . Ch8ll¢ngiiig ossumption5 attd judgunts Man in th¢Ircriti counting estim A fiJnh¢T d¢rIN]0 of otsr Ye4yJnsibilities the alIt of the fmJn¢iai is Ial¢d Lmk the Finthci&J ReFrtIn8 cou11.9 .or klaudilorsrc onsibililies. This d1p11 forn part of our oudir.s [trn. ofoyr r¢port This report is m8de solely to the ¢haritsble compsn5 mcmbu& 8 body, in &cord8o¢¢ with C1taptrr 3 of Part 16 of the Companie5 Aa 2006. Ourauditwork Itasbccn undertaktm so we mi8htsteto the ¢hitable ts)mpfjnS rnembcrsthose matt¢rs we ar¢ requId to state to in an Auditofs rcpffl aE¥J for other purFMW To the fullest extent pmitttd by law, we do noi &c¢¢pt or assum¢ rwonsibility anyon¢ oth than the ¢h8ritsbletompany and thecharithbl¢ ¢ompa'S membeTS as a b)dy, fOrT audtt work. forthis repor¢ or for th¢ opinions we have fornie Sievcn HaTper (Senior Statutory Audtujr) For aThJ on b¢half of Haysm¥intyre LLP, Ststtrtory Audit(f5 Dai¢.. 28 September 2021 10 Quee Street Plac¢ London EC4R IAG 16
THE BURDETT TRU FOR NURSING CONSOLIDATED STATEMENT OF FINANCIAL A1VITIEs (lllcorporntltti CotlIdted Ifteome tsd Eipe#dltuYt Aecouut) FOR THE YEAR ENDED 31 DECEMBER 2020 Funds 2020 Funds 2020 Totsl 2020 Total 2019 Nott8 ID¢om¢ from Investments Donations- Nursin8 Now Donations- Burd¢tt Charttable aaivities- Burdett Awords Bank interest 1.105.732 155 102.522 56,577 .208.254 56,732 1.552.643 508,294 15.316 3.145 3,145 8.117 Totsl Ineome 1.109.032 159.099 1268.131 2.084.370 Expendltvre on rnlslng funds: Investment managemeni fees 266.819 266.819 261,481 Net Ineome valiabk for charhable p¢dIt 824213 159.099 I,1)01.312 1.822,889 Expendltllr¢ on ¢hrltsbk rtlvltl¢s Grallt making Nurstng Now Support S[S 3,839239 412,080 383.749 76235 4251,319 383.749 738,333 3,927274 703.988 822J73 662,598 Total exp¢Ddhwre OTr ehrilbte Aetfvltks 4501.837 872.064 5J73,901 5,453.635 Tot#1 exp¢ndh•re 4.76&656 872,064 5.640,720 5.715,116 Net (expendltur¢) before net 88lDsIOosses) on investmeot$ {3.659.624} (712.965) {4J72,589) (3,630,746) Net gain l (loss) on inv&stsnents 243,960 218,851 462,811 9,224.833 N¢¢ Ineomel{expendltllre) (&41S664 (494.114) (3,919,778) 5,594,081 Trdnsf¢rs (633.749) 633.749 Net movtmettt (4IM9O13) 139ffj35 (3,YJ9,778) $594,087 Totsl funds brought forward 3.639J34 80,IW237 80.506,150 Totsl earrled forward •9 8t 31 Decemb¢r 2020 13 7&411A91 3,ff&969 82.IW,460 S6,1,237 All of the above results reL*¢ to ¢ontirtuing o¢ttviti¢> All gains and losses r0[sed in the year are included th)ve. A full comparative Statement of Finan¢ia] Adivities is FTe5ented withiTrNote 17. Th¢ notes on page5 17 to 27 andthe aFytidix f(ffln of the5¢ rmala1 stat¢m¢n 17
THE BURDETh TRU FOR NURSING Comploy Number: 4306248 CONSOLIDATED AND CHARITY BALANCE SHEErs AT 31 DECEMBER 2020 Group Chrlty 2020 2019 2020 2019 FIXED ASSE13 Investments Investsneni in subsidiary ¢harity 83.349.030 85.813.939 79.607.999 1.821357 82,290,976 1,822,357 83J49.030 83,813.939 81.430.356 84.113,333 CURRE1 ASSETS io 122.451 2J71,197 215,791 4,OOU64 98,187 2,527245 191,525 3.876,124 Cash at bank and in hand 2,693.648 4.218.055 2.625.432 4,067,649 CURREIYT LIABILITIES Creditors: amounts f811irtg du¢ withtn y (3,7K2,218) (3,566.737) (3.751.940) {3.532,724) Net current (Ilabllfitles) l assets (1.088570) 651298 (1.126,508) 534295 Total assets kss curreTrt Ilabllltks 82260.460 86.465237 80.303,849 84.648.258 Creditots: amotsnts fallirtg du¢ after on¢y¢ar 12 (70.() (365.(WXI) (70,000) (365.lJOO) Total net assets 82.190,460 86.1(X).237 80233.849 84283,258 Represented by: Unrestrlci¢dFnd¥ (Revaluation reseyve 2021: £31,392,832 2020: £33237,483) DesigKdIedfrtd¥ RtriCitdFUF {Revaluation reserve 2021.. £1.506.448 2020: £1287,597) 78J15.942 82.031,605 78.315.943 82.031.603 95.549 429298 95.549 429.298 3.778.969 3.639,334 .822.357 1.822.357 13. 14 82.1.460 s6.].23? 80233,849 84283.258 The deficit of the Burdett Tn1 for Nursing before consolidation was £ 4.014258.409 {2019 wlus of £4.947.474). The Finan¢ial Stat¢m¢nts w¢r¢ apEwvwJ and authoTised for Ie by the Trustees on I September 2021 Signed on their behalf by: Alan Gibb5 Trstee The notes on pages 20 to 29 and the 4)pendix forni wi of these fmancial statements.
THE BURDErr TRusf FOR NURSING CONSOLIDATED CASH FLOW STATEMENT FOR THE YEAR ENDED 31 DECEMBER 2020 2020 2019 Net eaib uled ID opertlog xetfvlties (Note 16) (SJ03.367) (4,658.266) Cash flows from investlng aclivltks Divid¢nd$ and inl¢re3t from itiv¢5tm¢nts Investhi¢nl management fees payable Purchase of investments Proceeds from sale of inyeslments Movement in invesm)¢ni 1211,4 (266,819) (10.730.669) 11,569,777 2.088.611 1.560.760 (261.481) {18.155299) 23.389.069 (1.908,010) Net cash provid1 by inve5tiftg activities 4,625.039 Change In eash in the reyting per)d (l.431.(7> (33227) Cash and ¢ash equiv41ent$ ai the b¢ginnitig of the r¢N)rting period 4.1x12.264 4,035.491 Cash and eagh equlvalents •t the ¢Dd of th¢ r¢porting period 2.571,197 4.OW2,264 Analysls ofDet fuDds 2019 MovemeBtI IR the year 2020 Cash at bank and in hand 4,(v)2.264 1,431,(J67 2.571,197 4,lJ)2.264 I,431,17 2,571.197 19
THE BURDETh TRUST FOR NURSING NOTES TO THE FINANCIAL STATEMENrs YEAR ENDED 31 DECEMBER 2020 PRINCIPAL ACCOUNTING POLICIES The pr5ncipal accounting 1]¢1¢5 adopte(L judgements and key sources of estimation uncertainty in the Preparation of the fu]an¢ial slatements are as follows.. Basls of preprtitift The fmancial statements have been W¢ed in with AcUting and Rewting by Charities: Statemeni ofRewmrnend¢d Prndi¢¢ applicable tochwiti¢5prwing th¢ir#cwunts in aOrance with theFinancial Reporttng Sthndard applicable in the UK and Republic of ]reld (FRS 102) (Second Editio effective l January 2019) - {Charitie5 SORP (FRS 102)). the FitiaD¢ial R¢[Klti8 St¥Tthrd 4ylicable in the UK and ReblIC of land (FRS 102) and th¢C(xnFWi¢5 A¢t 2(4)6. The Burdett Trnst forNuT5iJ)g me¢ts th¢ d¢finItI of o public Irn¢fit enttty underFRS 102. As$ liabiliti¢s are intttalty rewgnised * histori¢a) co& or tin5aft value unks5 othenvi5e stated in the relevani Ting policy Consolldlted fjn•n¢l•l s¢4t¢w¢ots These fitwictal statements consolidate the results of the ThL4 and IL8 wbsid1 ¢hw, The Junius S Morgan B¢nevol¢ni Fund (charity registration nwntrr 1131892) for the Thvelve months w 31 De¢ember 2020. A s¢paraie Sta¢em¢nt of Finan¢ial Activities f the Tnw its¢lf is not presthted be¢aus¢ the Twst h&$ tak¢n advantage of the ¢x¢mption affoftled ty seetion 408 of the coMleS Act 2. Th¢ investmeni in the subsidiary thrity i8 ststed in the TrtL%t balan sh¢d&8 the net of th¢ charity at the da thai the TnL4 twwne 8 c(xllrolling tsith. Company statlls The Trust is a company limited by gUardnteeTewsted in Engknd and Wales. Themembers of the company are the Tnl¢eS tned on page l. In the event of the charity bein8 WOUtMI up. the liability in Te5pect of the guardntee is limited to £1 wmemt¢rofthe charity. Pryratloo of ieeounts on a golng eon¢ern bAsIs The trustee5 consider there are no materia] uncertaintie5 about the Charity's ability to continue as a going concern. The review of out financial position. cashtlow forecas reserves leveb and futtwe plan& taktng into COUnt the impactof the COVU>l9FMni¢. 8ive5TrusteesconfHkncethetharity reMaIr agoingconcem forthe foreseeable future. Crltkal gccountlngjudgernents estlmtes In Preparing these financial stakments. th¢ Trustees mad¢Judgemen eslimates and &ssumption5 that affe the applicalionofthe ¢haritie5 tingpolIc1¢sOT the reportedwds liabilitie% in¢om¢ and ¢xpendi¢ur¢ and the dilOSureS rnade in the fvwKia] thtements. Estimates ¥nd j18cments are continua]ly evalued and are based on histortcal experience 8JHI other fart0 including expedation5 of future events that are believed io reasonable underthe ¢iUmS. Th¢ TTug¢es nsiderthlthv are no (T1 ¢5timat¢s or judgements. DoThatlons gift5 Dorta¢ions and gifb are re¢ogni when thexe is entitl¢ml to the itiu)m¢. prob&bilty of receipt and the amounts Gr¥nts Grants att trt th¢ fnjancial when apw)ved by the Tnw notified to recipKnts. Th¢ valu¢ of committed grants unpakl at the year end is accrued. Gmits offered that are subject to conditions that have not b¢¢n met at the year end are noted as a commithiott but not a¢ttued &$ exnditure. temi grdnt creditors, dered as those which are exFCt&l to t settled in more than one year from the balance theet dat< have been discow]trd on the basis that the trustees c(fflsiderthe effect of discountin8would be imm. Otber expendltu Other expenditure is accounted for on b15 in the year to which to rel*¢s. Other ¢xp¢nditi]re in¢ludes governance costs. Govemance costs )nsiSt of th( Costs aswciatoj with the overall Tunnin8 of the charity and meeting statutory and r¢guknt(xy r4uir¢m¢n 20
THE BURDE TRusf FOR NUILSING IYOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 DECEMBER 2020 PRINCIPAL ACCOUPnlNC POLICIES (CONTINUED) Investment lfjmme Investment income is fw on an accnw15 in the year to which it relate Listed iffjvestmffits #thd Inveslwethts In NK)led fvDd$ Fixed assets inveslments T¢pre5ent listed inveslments which are ated at market valuati(ML where marka value represents th¢ bid value the ]1 trading thy before th¢ year end. Any unr¢ali5ed (Y Tea]i5vJ gains arising from inv¢stments ar¢ ar¢(wntrd fty th¢ st¢¢1 of FinwKial Adivitie& Investmtnts kn JubJidiarieJ Inv¢stm¢nts in subsidiary un(trtthgs n the net as5¢t value at the w>int of acquisition. See note 9 fiwther details. Other UDlls¢ed itivejtments Wh¢r¢ a liable b&%is ¢annoi Ix deterniined tsthe far ofthe inve51mrt the inveslment t5 held atcost in line Wtth the provision of s¢¢tion I l of FRS 102. Forel8n eurrenckg Transactions in forei cuymcies we rec<xded * the rnt¢ nding at the th of the transaction. Mondary assets and liabilities art r¢translat¢d at the r•te of ex¢hange rnling at the balance sheet date. All differerKes taken to the Statement of FinÈn¢ial ActTViti& FuDd $¢counting G¢n¢r&l fvnds ¥r¢ tstireM fundswhich aremilableftff use atthe dIretIon oftheTrustees in fUrthee of the general obj¢ctiv¢s of the Charity and whi¢h have not Ixen desired for other PJr[eS. The Burd¢tt T] for Nutsing ¢8mi8rked fimding of £5(K),(KKJ for three yeats to be 4nt on the Nu[n£ Now proje The designated fi]nd * 31 De¢emb¢rrefieds the funding k5$ th¢ exce550f restrKted expenditUTe over restrtcted income. Restri¢t¢d fvnds ¢on$i$t of.. Th¢ funds of the connethd chgritie& whi¢h h&$ narrowe¥obiects than the Burdett Tlust" and Funds received in conrteai with the Nutsirtg Now proje¢t which are Te5trirt to that proie¢L FlnaDelal In$trum¢Dts Th¢ Chgrity only has fmancial ass¢ts and financi81 liabilitie5 of a kind qualify as basic financial instruments. Basic fujAl81 instr7ents, including other de0$ and ¢redilOts are initially recognised atlransactiort value and subsequently mosuted & their s¢ttlem¢nt vah. D¢btor8 Debtots are reCOlS¢d at the selllement omouni thte after any tsade disoxmt offered. Prepayment5 are valued at the amount prepaid n¢1 of any trade discounts due. C$b •t b8•k In band Cash at bank and cash in hand includes cash alld short t¢rni highly liquid investsnents with a short matursty of thre¢ mimths or less fr(Mn the da* of ¥quisiliOO or opening of th¢ d#sit or similjr awounL Creditors and provisiolls Creditors and provisions are recognised where the Charity has a pres¢ni obliytion resulting from a past even¢ ihat will probably result in the transfer of fvnds to a third paty and th¢ omount due ty s¢ttle th¢ obli881ion ¢art be Mllred or estimated reliably. Creditors and provisions rtomwlty re(wised their settlement amount after allowing for any trth discounts due. 21
THE BURDETT TRusf FOR NURSING NOTES TO THE FINANCIAL STATEMEN15 (tOHtiDHed) YEAR ENDED 31 DECEMBER 2020 INVESTMENT INCOME 2019 1205.110 3.145 1.544.526 8.117 Int¢res¢ on wh deposi1$ Investhient in¢(xne 1,208255 1,552.643 DONATIONS AND GtFrs 2020 2019 Donatiorts- Nursing Now Donated SeTY15- Nutsing Now Other dotWis so.000 466.494 41,800 15.316 6.732 56,732 523.610 COSTS OF RAISING FUNDS 2020 2019 Investhient management fe<4 266,819 261.481 This figuT¢ in¢lth the inv¢stm¢nt monwent f¢¢5 ¢hwd by Olim Limifrt Smith & Williamson Inve5tTnenl Manag¢rn¢ni and WaY¢rtM Inv¢stm¢nt manement. Ftts in respect of fund5 managed by other investment manag¢rs are ¢harged dir¢¢tly w th¢ overall Jnanaged funils and d¢tsils olcharges in respect of th¢ individual holding5 aT¢ not avatlabl¢. GRANTS PAY ABLE 2020 2019 RecontilitloD of grnnts pyable: Outstanding commttrienis at l January Grant commitments made in the year Grants returned Grant support Costs Other adjustments Patd during the year 3.644J14 4.003.833 (200.719) 36.125 152.986 (4,035221) 3.375.725 3.918.974 (44,048) 52.348 (258.303) (3.41K).382) Outstandtng cornmitments at 31 December 3,601,319 3,644,314 In addition to the at)v¢ giants. Burd¢tt TnT5t made a 8Tant of £31XI,000 to the Junius S Morgan Benevolent Fund (2019.. £5.000). This is eliminated on con501idation within the c(msolidated Statement of Financial Activities, and Shown a5 a traD5fer from w]r¢sthcted to reStrirt fim( Details of grant ¢ommTthi¢nts are shown iti the ApdiX frtyn page 30 to 39. Included aiK)ve are hardship wts to 549 (2019.208) fonneT nuTses totslling £412.080 (2019: £250.414). 22
THE BURDETT TRUST FOR ]¥UIiSING NOTES TO THE FINANCIAL STATEI¥IEWts (¢onllMued) YEAR ENDED 31 DECEMBER 2020 OTHER COSTS 2020 2019 NursiDg Dirttt w>gts 383,749 703.988 b) Support eosts Seeretsrial and administration ftts her expendiDJre 412.958 242.806 359,856 346.476 655.764 706J32 Goverffj•n¢e Costs Auditor's fee5 for audit seTvi¢es Auditor's fees for tsxation services Professional fe Legal fees 22.620 1.140 52,171 7.138 19.550 5.4(KJ 64,651 17.467 8,973 116,041 Totsl JwpN)rt eosts 738,833 f22.373 The Burdett Trnst for Nurstng and tts subsidtary do not ernploy any staff (2019.. nil). The tsuste¢s consider that the Board of T{5 and th¢ Chi¢f Exe¢utive oftfi¢v art th¢ kw monag¢m¢nt p¢rsonn¢l of th¢ ¢hartty and group. No tru*ee receiyed any remuneration during the year (2019.. nil). The arrangem¢nts regarding the remunetation of the harity's Chief Exe¢utive otTIcera srt out within the Trustees. liewrt TRUSTEES, REMUNERATION The tru$te¢s n¢ithtr r¢ceived rtff waived OIts the year. Travel ond out of pockd expJs¢s of £nil w¢re reimbursed to O trustees (2019.. £&973 4 trw4¢45). The Trusl purchased indannity insuran¢¢ ¢over of £10 millim on bthalf of the Tntee% during the year for pr¢mium of £11096 (2019: £12.096). INVESTMENTS Group CbArity 2020 2019 2019 Market value of invesm?ents ai l January Additions ¢ost Sale5 pre$ from disKM)sals G&in l (losy) in the year 80.619.031 76.627.968 10.730,668 18.155299 (11.569.777) (23,389.069) 462.811 9224.833 77.096,068 73.617,842 10.730,668 18,155.302 (11.568,994) (23.389,069) 243,960 8.711.993 Market value of inve51m¢nts at 31 tkc¢mb¢r 80242.733 Cash held by investment rnan4ers 3.106.297 80.619.031 5.194.908 76.501.702 3,106297 77,096.18 5,194,908 Total market value at 31 December 3J49.030 £85.813.939 £79,t507,999 £82,290,976 HistorieAI ¢ost as at 31 December £50.499.750 £51288.859 £48215.167 £49.053,493 Realised (los$yg8in on diswsals £1.506.719 £135501 £1.566.719 £135,501 23
THE BURDETh TRU FOR NURSING NOTES TO THE FINANCIAL STATEMEiYfs (¢ontln•e41) YEAR ENDED 31 DECEMBER 2020 INVESTMENTS (eontlnued) Markei value of investtnents & 31 December comprises: Group Charity 2020 2019 2020 2019 Listed equiiies Listed pooled fimds Listed Pro funds Other property fund5 Cosh held by investh)ent managus 61233,955 14.005.477 4.703J40 299,961 3.106297 62.535,046 12,595,167 4,.640 582,178 5,194,908 64,974,966 10,264.466 4.703,340 299.961 3.106,297 62.535,046 9.072,204 4,906,640 582.178 5,194.908 83.349.030 85.813.939 79.607.999 82,290,976 Gff•mp Charlty 2020 2019 2020 2019 Revaluation TeserY¢ (diff¢r¢n¢¢ bEtw¢¢ histQTi¢ Cost and market value of inveslments) 32.899280 34.525.080 31 J92,832 33.237.483 GroDp ChrSty 2019 2020 2019 Financia] assets shown at fair value thsh profir and loss 79.942,772 80.036.853 76201.741 76.513,890 INVESTMENT IN SUBSIDIARY CHARITY The Junius S Morgan Benevolent Fund. a registered charity. became a subsidiary chariry l August 2003 when the Trnst became wrporne trustee. The Junitss S Morgan Benevolent Fund was transferred into a new charithble company of the same name, wbich is also a subsidiary charity. 31 Ikc¢mb¢r 2(Kl9. Th¢Nurses' Memorial to Kin8 FAlward Vll. a r¢gikned charity. beeame 4 subsidiary dwity ort 4 Dec¢rnber23 when the Tn1 became coryorn (kn 27 January 2010. its assets were transferred to The Junius S Morgart Benevoleni Fund. The net assets of the Junius S Morgan Benevolent Furtd w l August 2003 of £1.251J64 plus the n¢t assets of the Nurses, Memorial to King Edward Vll at 4 December 2003 of £570,993 are dttmed kn be the investment by the TnL 24
THE BURDETT TRUST FOR NURSING NOTES TO THE FINANCIAL STATEMENTS (contlnued) YEAR ENDED31 DECEMBER 2020 INVESTMENTS IN SUBSIDIARY CHARITY (thnlKmued) A summary of the statement of financial activities and the balance sheetof the subsidiary charity forthe yearend¢d 31 December2020 are set outbelow. The Tegistered addressofthe subsidiary 1$ 8 Fitisbury Cir¢us. Imdoty EC2M 7AZ and its company number 15 06565087: JuDlus S Moryan 2(120 2019 In¢om¢ from: Donations and kegaci¢s Inwes¢m¢rfs 306.577 102.522 314.918 103,570 409,099 418,488 Zxpenditur¢ o•: Chari¢Jbl¢ a¢tiviti¢s 488.315 326.514 Net in¢om¢ l (¢xpendSture) befor¢ inv¢stm¢th¢ gaios Nel investhient gains l (10$5¢s) (79216) 218.851 91.974 512,840 Net intom¢ Fund balances brought forward 139.635 3,639J34 604.814 3.034,520 Fund balances earrkd forrd 3.778.969 3.639.334 B*lanee sheet Investments Debtors Bank Creditors 3,741,031 24264 43,952 1302781 3,522.963 24265 126.139 134,033) 3.778.969 £3,639J44 10. DEBTORS Group Charlty 2020 2019 2020 2019 Due from subsidiary charity Prepayments and aecTued income 5.750 2.437 5,750 185,775 122.451 215.791 122.451 £215,791 98,187 £191,525 I I. CREDITORS: amounts falling dTJe wlthln one year Group Charity 2020 2019 2020 2019 Grants payable Clher ¢rediiors 3.531J19 250.899 3.279.314 287.443 3,531.319 220.621 3.279J14 253,410 3.782218 3.566.757 3.751.940 3.532,724
THE BURDETT TRUST FOR NURSING NOTES TO THE FINANCIAL STATEMENTS {¢ontiryued) YEAR ENDED 31 DECEMBER 21120 12. CREDITORS: falllng due fter one year Group Cbrity 21J19 2020 2019 Granis payable 70.OCiI 365,0 70,0(M) 365,IKJO 13. STATEMENT OF FUNDS IDV&Stmemt Galns 31 Deeember 2020 2020 EIpendlture TrnDsfe Unrestricled Burdett G¢n¢ral funds Designated NUIng Now 82.031.IA)S 1.109.032 (4.768.650 (300.0) 243.960 78,315,942 429,298 (333.749) 95.549 R¢Tiri¢t¥d Burdttt Nursing Now Junsus S Mor%aD 50,0(K) 109.tY)9 (383.749) (488,315) 333.749 300.iXK> 3.639.334 218.851 3.778,969 Total Group £86.1337 l.(Kll.312 (5.640.T20) 462.811 82,190,460 I JL••ry 2019 InVestent Galn5 31 December 2019 ID¢owe Expendilu Transfers Unr8Jlricied Burdett Gener81 funds Designoied NuTsing Now 77.096.638 1.457.588 (4.684.614) (550.(KK)) 8.711.993 81031.605 374.W2 54J06 429.298 Restricied Burdett Nur5in8 Now JuDlus S mOn 508294 118.488 (703.988) (326.514) 195.694 3.034.520 512.840 3,639,334 Totl Gr0P 80,506,150 2,084.370 (5.715.116) 9224.833 86,100.237 The General fiujd represents the free funds ofthe Trust which have not been designed forparticular purposes. This principalty represents monies received as a donation from Liverpfy)I Victoria Life Company Limited and will be used in accordance with the intentions of the Trustees to xhieve the obj¢cts of the chority. The Nursing Now funds reflert restricted funds raised in c(omection with thi$ project. As described below. a fimd has a150 been designated to reflt the SUFg0rt provided by the Burdett Trnst for Nursing for this project. The Junius S Morgan Benevolent Fund wvid¢s financial relief for needy padisTng and fmer members of the nursing profession. This is classified as 8 restricted fvnd in the consolidwed account& Transfers represent A grant of £300,0 from the Trust to the Junius S M¢xgan Benevolent Fund (2019: £3(M),(M)O). The grant was eliminated on consolidatioD. howevtt a transfer is required to show that the funds. once grdnted. are restricted. 26
THE BuRDT TRUST FOR NURSING NOTES TO THE FINANCIAL STATEMENTS (contiuued) YEAR ENDED 31 DECEMBER 2020 13. STATEMEEYT OF FUNDS (CoDtlnlled) Transfers represent (continued): In 2017, the Trustees of the Burdett Trnst for Nursing aged to the Nursing Now Proje in the arnount of £5,0 for three years. Further support of £250.000 w&8 agreed during the year ended 31 December 2019. At the 2020 year end a transfu of £333.749 was m&de from designated funds io restricted fid5 to reimburse restricted fimds fcrthe excess of expenditure ovtt incom I& NET ASSETS BY FUND 2020 Totsl fuids Futtds Group Inve5trnents Current assets Liabilities 79,607.999 2.625.432 (3.821.940) 3.741,031 68,216 130.278) 83.349.030 2.693,648 (3.852,218) Total net assets 78.411.491 3.778.969 S2.1>,460 Charlty Investments inveslment in subsidiary charities Current assets Liabilities 79.607.Wg 79.607,999 1.822.357 2,625,432 (3.821.940) 1.822.357 2.625.4J2 (3.821.940) Total net asselj 78.411.492 1.822.357 80233.849 Unrestrleted Restrleted fullds Fullds 2019 Total funds Group Inveslments Current assets Liabilities 82.290,976 4.067,651 (3.897.724) 3.522,963 150,404 (34.033) 85,813,939 4.218,055 (3,931.757) Totsl net *sry¢ts £f2.460,903 £3.639J34 £86,1011237 Charity Inv¢ytm¢n¢s Investment in 5ub5idiary ¢lwitiCS Current assets Liabilities 8224x1.976 82290.976 ,822,357 4,067,649 (3.897.724) 1,822.357 4,061,774 (3.891,849) Total oet assets £82,460.] £1.822.357 £84.283258 27
THE BURDETT TRU FOR NUILSING NOTES TO THE FINANCIAL STATEMENTS {eonllthued) YEAR ENDED 31 DECEMBER 2020 IJ. RELATED PARTY TRANSACTIONS In addition io the trans8¢tion$ b¢en th¢ Burdett Tntst and the Conn charity de5¢ribed above. Rathbone Trust Company Limited aded in th¢ ¢ap8ety of wnparry 5e¢retJry for the Trust and the connected charity. A iotal of £337,862 was paid to Rathbone Trust Company Limii¢d in th¢ yeor for se¢r¢t8rial ond administration fees (2019: £290.747). £182.524 was due io Rathbon¢ Tnw Company Limiteil th¢ year-end (2019.. £155,852). Any wniial conflicts of iniuell are dlaYed b¢fore Bc¢Yd de¢istons are made and interested parties do rtot take poff in ihe decision making J6. RECONCILIATION OF NET INCOME TO NET CASH USED IN OPEIL4TING ACTIVITIES 2020 2019 Net (expendtture)fJncome for the repcffting peri( Inveslment income and interest Trceivable Investment rnanagerneni fees (Gain)ILoss on investments Decrea5¢1(1n¢re) in (kthoT5 Increasel(Decrease) in creditor5 (3.909.777) (1211.4) 266.819 (462.811) 93.341 (79,539) 5.594,087 (1,560.760) 261.481 (9.224.833) 34.615 237.144 Net cash uyed in operatlTr% #¢tivi16es (5.303.367) (4.658.266) 28
THE BURDETT TRUST FOR NURSING NOTES TO THE FINANCIAL STATEMENTS (comtillled) YEAR ENDED 31 DECEMBER 2020 17. COMPARATIVE STATEMEiYT OF FINANCIAL A1VITIEs (31 DECEMBER 2019) Ullre5tricted Regtricted Funds Funds 2019 2019 Totsl 2019 1cOme fro Investsnents Donations- Nursing Now Donations- Burd¢tt Charitsble &¢tivAties- Burdett Awards Bank interest 1.449.073 103.570 508,294 14.918 1,552.643 508,294 15.316 398 8.117 8.117 1.457.588 626.782 2.084.370 Expenditure ou raising fuDds: Investment management fees 261,481 261,481 Net ineome available for eharitabk expenditure 1.196,107 626,782 1.822,889 Expenditure on tharitsbie artiviti Grant makin8 Burd¢tt Awards- grants Nursing Now Support Costs 3.676.8frt) 250.414 3.927274 703.988 76.1 703.988 822,373 746.273 Tot*1 expenditure on chlritsbk activities 4.423.133 1,030.502 5,453.635 Totsl expeDdlture 4.684.614 1.030.502 5.715.116 Net (¢xpendIt¢) before net galD() on lovutm¢nts (3227.026) (403.720) (3.630.746) N¢t gain l (loss) on invotments 8.711.993 512.840 9.224.833 Net incomel{txpellditire) S484.967 109.120 5J94,1187 Trdnsfers (495.694) 495,694 Net movement funds 4989.273 60V14 S594.087 Total fimds broughi forward 77.471.630 3.034.520 80.506.150 Totsl fllnd$ t•rrled fornard a$ at 31 December 2019 13 £3ffi39J34 £10237 29
THE BURDE TRUST FOR NUILSING CRANfs PAYABLE YEAR ENDED 31 DECEMBER 2019 covtD-19: Supportlllg Ruilien¢e ID the Nurying Workfor Barts Health NHS Trust A nurse-ledprogromme lo s%pporl resilience andclinicol excdlence inlwiredcardiac diseases nurses basedin the haypiial ¢indcharity seclor dwing ihe COYID-19pandemic andbeyond 24.156 BirmiDgh4m Community Hulth Qrt Trtsst (Ott behlf of Wdt Mldl#di IJ) Provlder Alliance) To develop we&bas£d digital leclOI0gI lo share BME nur COYID19. racifm. inequality & imiisibility swvwolslralegies therebypromoting o rudiepr¢ bosednethxk 73.416 Brwdford Teachittg Hospi¢als NHS Foondati(trti On•line odwion and evuluatEon ofihe RE-BOOT(RECoVeBOO5IiAS fTainingl in(erveon 10 prepare crilicol care pwrse%ftsr, and aidrecovery er. str£fSfvl dinicalevenls. 82.699 C3 coll8bor8lin¥ for Health Documenting the £YpeTien¢e of BAAIE mirses and HCAS WI ore worhng tmd I{n8 ily0sh COVJLiIg NWLondon io develop recOmmendl0for iheir manager 46,633 Great Orniond Street Hospttal For Childrew NHS TThst To &rplore wilh a Communityofpraciice. dndnurses. Ihe reSponse ondcretxive changes made lo Éhe delivery of care infour dinieal services di d specitslisi ¢hildr¢n's hospiial during COYILWI9.. mainioihing compass10ne.fmIIY centredandsafe cara 83.408 Natlonal Nurses Associatlon of Keny# (NNAK) SPpOr118 well-being ond ReJilience in ihe Nwsing W¢Y0ce during and Post covJt%Jo Pondemicfor quality healih care delivery andimprovedwpulthions, healih oulcomes in Keprya 79.877 Northern Ireland Hosplet Providiug Norihern Jreland Hospice s Care Team wtsh lo¢3 and reso¥rcu lo help maintain and r¢ure iheir menlal heolih andwellbeing. 86.025 Northumbrla Health¢ NHS FOndItIOn Trt Towar¢ts ihe SafeTeam Projeci which seekn io develop ravilience. wchological safety and tea effeC/ene$S in limu of uncertainty. Combining 51off training opMI reseorck ihe proiecl seekn io evaluare m¢¢hods ofxupporlipE stofftoprovide crilical car 37,811 Northumbr1 Uttfverslty To marimtse undersianth.ng tJNdleornthg abts ihe condtsa 0fMeal healih ris txfsusmeni in o rapidfy implemeni¢dt¢lenursing model thrlng COYJLklg. 3&157 Oxfonl Brookes UDivenfty Enhaneing resilierJe¢ in ihe nursing workforce in COYILk19 envirthwnem.. rransilionuwfrom face-toface lo online learning. 45.667 Paintings in HosPitls Imprtwe nurses, menlal health and Wel1bng ikn4gh t line le¢7rniPW I1 ulilifes portrails of nurses pairtedduring ihepamdemi¢ lo aplore image ond iAg. 20.(KKI Queen$ UDiv¢rsity B¢lfast To ¢tles1g reso¥rcu loprmote rulliee wellbeing wilh nxrseT care homufor nwses in care homes. 85,316 Sthool ofHealthcre Scltnee4 C•rdiff University To invesligale COVIiL19 Telaled mortsl dtsirus tmiong Regillerthl Nwses in Wtdes, assess ihe acceplability of an accessible. lieredpsychological irtervertiort Healihfor Heolih Professionols Walas ondcfrd¢velop briefguidwK¢for moral distress. 82.026 30
THE BURDETh TRUST FOR NUILSING GRANTS PAYABLE YEAR ENDED 31 DECEMBER 2020 St Chrlstopher's Hogpice Crtalirtg a new digiial plarforn lo increase resilienca Pport prrfesJiond de10PMen1 and slain impact ofsenior providingpollialive care during &frdbOndc0¥lLL19. 97.115 Tavistock nd PortW40 NHS Fouttd#tlo Trnst To develop mirse champions asfocilitaiors ofRc¥ilience Btuedclinicalsupepvisioo whowilliln cascade il lo healih andsocial care siaff& teanrs. 95,906 The Clatterbridge C4n¢er Centre NHS FOndItIOn Trnst Erploring ihe impact of ihe COYILk19 Pandemic on ihe psychologicdl well-being of nmrs working in ihe concer setling across Cheshire and Mersey. 62.750 Th¢ University of Cbester Using uppreciolive enquiry lo cfrprodtsce a iwlkn.lfor in ihe core Seaor, sworting delivery of¢11eIFerSoIj-ceThtred core dmringapdndemic 75.212 Tbe Unlverslty ofmanehester Imp&ci ofihe rapidddopiion ofhealih iechnologies on mirsu avdn¥rsing¢or¢ duringiheCOYIL 19pand¢mic. 96.655 University of East Angll To &¥ploT ihe PerienCeS of NMC-r¢gisiered pwsu working in Iwme¥ COVILL19 artd idenfify on808 supporl lo susiainres1lie mertal healih andwell-bein& 55,609 S¥b Tot1 1,26&438 Safeguarding Serviee Usen from Abuse and Harni: Reducing Rejtridive INtsrvutlon$ Cheshire & Wirral Partnership NHS Trwt Le¢Jrning DisabilityNurse lédmulii Ggencyproiea th develop aperson centredpthinwlor,. which ae£V embrfjw fheprinciplu andvolues ofPosiiive Behoviourswpport (P) 31.610 Cmmbrla Northumberland TY and Wur The introdueiion ofihesir Core Siralegiesfor ihe Reduuion ofsedwsion dRtrai Use willun Ihe l&trge51 Secwe Children Home in the UniiedKMgdo 47.449 Edge Hill Univtrsity Co-producthg on evidence&basedchil&cewredioolkn"t lo iwease the use ofposilive bghaviowol swi andreduce ihe #se ofresiriaivepruclices wilh children wilh ID/ASC attending hospitol. 46.783 Greater Manchester MeDtal Heltb NHS Foottdatiott TnL To undersland what workg effectEvety ond safefy to reduce ihe use of restriclwe prGcli¢es for chiloFen whoself-harpn in u mental healih ipipali¢nlsettins ondto erplorepdeRlialdternaiNes io Ihe #se ofrestri¢iTre intervenliopu tystoff. 59.763 Institute of Hulth Viyiti#g Safeguardingyoung children with dif0bi1iti rights io éwpropriole Core. Klingiheleavtrestriciive approach. raising 47wareneYsfor healih visitors topromote IKsipruclice wiihfamilie5. 64.787 K5tsRs College L4)ndo* To invesligote wheiher Bo¢ty Iyorn Cameros {BIYQ) incretLrepaliert andsiaff$afery, audwheiher BIYCS have wider impacts onpoi¥¢nts' subjedive weriences ofrespeci. dignity ond¢omp4usion. on iherapeuiic relalioFtship4 mdworddthiosphera 98.503 Oxford Health NHS Foundation Trujt To create a Mirtdfylne$s Room thpaI[entS who ore gettingsIrusedc accelf lo Ly)lore taclile objects ondenjoy sensory calmingpletwable LyJeri8ncc£ 24.400 31
THE BURDETT TRU FOR NUILSING GRANTS PAY ABLE YEAR ENDED 31 DECEMBER 20211 Queen's University of BeiTt Co•Development ofa Digiial Imeryention to Retthce Resthrti Ptl¢85 in Clve Homes. 75,701 R¢straiDt Reductio# Network IRRN) An uploralion of ihe implementotion of ilx Restroint Redurtion NeThV (RRN) Training andardy 2019 in menlal health Tn¢sts In England wing a nwse led cas¢ Jludy 84.348 South London ¥rtd Mud3ley NHS FOdtion Trn8t To develop. pilrtundevoluate arProleedv1rtsdreUlty de45calation troiningprogr¢7mmeihot deliverssuslainable. scalable andempdihbu1ldIgIerntng40fvltsInee1iI¢als¢aff eryJ(nvering Ihem io reduce TlTIe11vepradIces. 92.176 South Wejt Lottdon aDd St Georgej MH NHS Trwt Using BAAIE mirsg &tperlise to prevem md reduce coercive pradices in a menlal health NHS Trusl. 94,900 Southern HeAlth NHS Fouttdatioft Trnt To develop ¢prOdUced1nleTventlnS io reduce rutrictivepr4Tclice ondgrow confidence thklshlls slaffleading leams I1 llre supporiingpali¢nts in Crisis. 56,000 Tees E5k rtd Wr Valleys NHS Fo¥Thdti(th Tr•st•Dd Natlolll lllstitute of Health Rerth (NIHR) To enable diwrse spporiforpeople effedive suppmforwpl 22,708 Uttlverslty Hosplt41s Binn5ngham NHS Foundation Trtyst Supporling the pr(wision of personolised core for vulnerable Pfkients and reducing ihe use of restraint. S¥b¢otsl 75.405 8741533 Small Grnnts Abertay Unlversity E¥pression5 ofgraliiude, n¥r$ing lIbeing andpalienicare.. strategi insirengilRningrtsilience in working wiihin CAAIHS inpalienl ¥ni 7,928 Authony Noln A01 Nolan s Clinical Nwse Special1 programme swppor15 Patients 1hroygh0 iheir transplauljournéy. helping widersiothl their tredimenl ¢d be bner-prepwed to ded wllh side effect5. 7,5(X) C3 Collibor8tlng for Health Sponsorship ofihe Iniernotional semlnarsserl. 1.000 Chesblre and Wlrrl rtnershIp NHS Foundation TTWSt To develop a multi-prrfessionol p1 diagnosliTC 5erviceforFeople wilh a leorning disability and dementia. 9.929 Chlhlren's H05pl¢e sotts West Towards Nwsing Leodershw for a new innovalive Hospice Communty Hub projeci I responle io COVID. Teliam on stron& capable mwsing leadership. 10.000 Cllnle81 ResMr¢h Nurslng Group Secondary onalysis of 04 inl¢rvi¢ws wilh people wilh Heart Failwe preserved Eiedion Fraeiion andnurses wlxp ¢arefor ihem lo esiablish up¢rience5. needs andclwdleng 7,884 32
THE BURDETT TRUST FOR NURSING GRANTS PAYABLE YEAR ENDED 31 DECEMBER 2020 Croydott Tralning Hub Leadership Workshops is a highly engagin& £rperieMial Lrercife which helps nwse participan¢s See newpossibi1ilifT increasing ihew ihfiuence andeffedivenus as well 4T how io uKrease ihe vilality andsuccess ofiheir organifatio 10,0 D¢ Montfort UThiverslty raRSprojed (Sibling5 Together are Reallystronger) Letrningfrom iheBiblings ofLLC ¢hil&ert by IngPari¥c1p0¢Qry meihodf. how mirses c(mpromolesiblirJgwellbeing ondenhanceihequolity ofwholefamify supporL Greenwirh & Bexky Hospi¢e A HospIce-b$¢dNrsÉ4edW¢lI-beIRS adivilies groupfor those wtih dememia wkn are terninally ill andiheir carer5. 7.977 Haemo¢hromatsbsS5 UK DissemEnation of RCN-Endorsed Veneseclion Praclice Guidelinesfty Nwsey & Healihcare Pracrilionws. 8.000 Jayg Mental Health (pr¢vio•sly Unity Heshh) A ¢opacity buildingproiectfor school-bedirS¢s acrw Nepal. Theproje¢l willbe complaedin parffter5hip wilh the Minislry rfHealih (Nursing Division). Nepal. tA)ndoA Network OrNr8eS and MidwSves Home1¢5sBess Group The compleiion, volidaliort and nalional di51rtbtriion of guidelsnu for healih relaied strei (wtrack prov1ding¢linical1d?p¢IoT ¢linician5 sYpi1nspe0P1e e¥p¢riencinghomelessnas. 8.000 4.732 lldon South BaAk Unlverslty A qualiialive sth¢ty p10T1g ihe arperiences ondrehabililalion needf ofpeople recovering in the ommwiiryfollowing criiical illness r¢laiedio COV11]. 10.or MegOtheliom UK To esiabli5h anAII WaleJ Alesothelioma Al¥li1-Dclplindry Team andhUlan&sp1È apPThCh io mesoihelioma m ocro&s Ivales. Theprojecl wiii be iedty ihe aisling CNS in Wal. 10.0 Middlex University HIEh¢r Edueatk)D Coryoratio A pilol sludy exploring heolihcare assisianls. k1¢dge, artitsde. experienw in preveniirtg pressure ulcer (Pru). ond id¢niifying barriers macili1or5 for effeciive conirib¥lion io Pru prevention. 6.540 Midwife•led Cornmunlty TraDsfonDtlon IMIi£OT) Ugnd MILCOT Nighiingale Challenge projecl oims io build fhe resillere of Midwivey and Nwses in providing effe¢le andefficiexipreventive andrwnse health service delivery. 8,000 Nationxl He#hb Cayt ConfereDc¢s (NHCQ Ann¥oltrainingconf¢rencu designedfornurses andmidWi iopromote univrJolhealihihro¥gh sharing knowledge. The skilL¥. ¢ompetencieJ and iools sh&red éx ik ¢orferertu will enhonce ¥landardisedcarE ond improNY care delivery. 3.500 Ntlonal Univtrslty of Labtbo The Department of Nursins in reolÉoiion ofihe ¢wtbreak ofCOYID 19 al io troin dnd mithvives in lerl dislricts abo¥1 ihe Ct001rW. it of1rtwW1ssio1 prevention and01 as well w iheproper we ofpersonalprrtedwe eqwi?me N*t¥re Therapy CIC To eval¥&ie apro8ramme ofDrnm Theropyforpeople with a demerfia ondiheircarers. 33
THE BURDETT TRU FOR NiJRSING GRANTS PAYABLE YEAR ENDED 31 DECEMBER 2020 Nortb Staffordhire combined h1thre NHS trust Towards ihe LearningDisability ChampionSchemeOurtolJelp rth¢e heolihcare ineq¥aliiiLf improve healih oulcomes tKross locolHe&lihcoreserviw. Oxford Sehool of Nyrslng and Midwifery Orgunise afree s¢ud¢ni leoderskip corferencefor mffses. midwife5 td AHPS wilh ¢he aim of inspiringsimdenis lo embr&ce iheir leadershw qyalities ondbecome ihe leaders oftomorrow. 2.000 Queen's UDlversity of Belfast To rfvproduce educaiional inlervention about the pllwsingprofessiortfv pafiprimary s¢ho hildren. io Ie05 recrnilmenl ofmales. 10.IMJO Royal Devo# and Exeter NHS Found#tiott Trns¢ Empowering nurse5 10 improve Pdrienr care 1hrO8h ncw opportuniiies af ChiefNrse Re5edrch F¢llows wilh trainintymentoring io develwrf¥pthrtokeprojects to addres5 clinicolproblems. 10,( School Ind Public Heglth Nursej As1110 {SAPHNA) Toskillw) the sclk)Oldpbl1ch¢althwStgW0Orce tobeitrSUPPOrtposl COYID ani1c1ped school refvauphobia in children andyoungpeople. 10,( St ChrbtopheT'S Ho8pl¢e Disseminalion andre£inem¢nf ofu contemwrary model0feOfl1Je mirsin& in lebr(l0 ofihe nique contribli0n ofnursu io ihis pecI ofcor 10.0 Tw Esk amd Wur Valleys NHS Foundatk•ty Tnt 8•d N•¢wnal Insti¢teD[HeaItb Rese8reb {NIHR) 9.985 To undersrttndihe experiences ofmmwiity meniol healih serviTce users ondnurses in relation to h¢lpfvl care receivedondwowidedduringihe COVID19pathiTC locklowpL The Prlnee & Printtss of Wales Hospi¢e Topilrt o mirse ledtrttnsition clinieforyo¥ng ddlts agedfvm 14years who ore living wilh a life limtling condition lo improve their 0¢¢0£ 7,213 The Roywl B0rneOth rtd Christ¢httttb Hospit41s NHS FoundtloD Tnut Ntsrse we of poiThi of core MItrONd io increase ¢he succus and of arterial radial purtch¢re lo obiuin bloodsaf fmafysis 3ampIa. 2,843 The Royl MY4rsden NHS Foundation Trut Healih and well-being roa&thowfor ieenagers and )YMng peoplÈ wilh capKer. overing sOk Thum, Surrey. S¥ss¢r and Kenl. 10.000 Th¢ Unlverslty of Mnehester I89¢[gallon ofnur5ing copingstralegies arownden&of4rfe care dtsrimg coy119Pndonlr. 5.300 The Unlverjlty of Sbeffield Developmeni ofrasourcepa¢kng¢ftsr ¢ommynityhealthcareprofe&rionL¥ls io addrtts i¥ololion ond lohéllnus umong ihe BlackA5ian MinorityEthnic (BAME) c¢AryJm*nuies living ihe UK 7.969 University of Brlghto Capthring Clinical Experience in Episioiomy. A m&redmeihods SdY with wienced midwfves to inform ihe developmeni of dinicaljudgmeni resoyr¢u lo8uidejuni colleagues. 4.700 Univerjlty of Essex To £xplore howpmrso mtmage menopaufe iniheworWtKeandinvesil8we digitulhealthsolulions lofo¢ililaie Coping and¢Viate du¢omforl. 6.816 34
THE BURDETT TRiIST FOR NURSING GIiANTS PAYABLE YEAR ENDED 31 DECEMBER 2020 Unlversity of NottiDgh* Exploring midwrves andmrthers'perceplio•L¥ on the implemeni¢ttion ofa video calls¢rvice during earty lobour wing a q¥olitotive meihodologv. 7,983 Un6verslty of West ndOn To uplore the hypoiknis.. Vlogs ¢Tnd dr(0 wf0rmope impnwe sftidenl FWSU. holiTIi¢ se5smeni skills iny¢ur l 0ergraduéthties. 3.750 West Hertfordshire Hospl¢als NHS Trnst Provision ofvwtual bT$rfeed1Kg io women in knpitalor thaye uolthedat hon 3.657 White Ribbon Alll8nce Undersianding how women pereeive respec¢ disrespeth and abx¥e in ihew perien thwing childbirth io enable nurses andmtdwives toprovide womvfycenleredcare in lthlia. Sub totsl 10.000 274897 P8rn1ership Grants iotrl 865.785 Proactive Grants totsl 1.022.180 Grand total 4JOS033 35
THE BURDETT TRUST FOR NURSING GRANTS PAYABLE YEAR ENDED 31 DECEMBER 2020 Grnnts 2030 GraDts 2019 Aberw Utjiversity Alder Hey NHS FoUrtdatic Trnst Anthony Nolan Barts Health NHS Tntst Birniingham and Solihull TB Servi BiTmingh&m Commwiity Health Care TTU Birn]ingham Women'5 and Children's Ho4)ital Bournemouth University Bradford Teaching H05Pitals NHS Foundatbon Bright (Voluntary Sector Con]munications) Bury Hospice CJ Collaborating for Health Cheshire & Winal Partnership NHS Trust Chester Universiry Children's Hospi¢¢ South West Children's Hospitsl Trust UK, South Africa Cl4tt¢rbridg¢ Cancer Centre NHS Foundation Trust Clinical R¢s¢ar¢h NuTSin8 Group College of Healthcare Infornll0rt Mgent Ex¢cutives Cornwall A¢¢essible Activffies Program Comwall Air Ambu]an¢e Tntst 76.558 54,156 73,416 59,(AKI 82.699 7,950 8,000 239.198 41,539 44,962 10,(y)o 150.(K)O 62.750 7.884 75.000 27.5 8,000 44,800 8.000 Coventy University Cro1,5 & Colitis UK Croydon Training Hub Cumbria Northumberland Tyme al We4r cw+ Charity of Chelsea and WestsninsteT Hospit41 NHS Found*irm De Montfort University DEBRA io.(xx) 47,449 287.650 74,581 Dem¢ntia UK Devon Partnership NHS Tnt Dorset Healthcare University NHS Foundat50n T1 Edge Hill University Edinburgh University Epsom & St Heller NHS Trust Essex P4r(nership University NHS FodItIOn Tn Family Links Flor¢n¢e Nigh¢ingal¢ Foundation Foundaiion of Nursing Studies Global Health Network Great Orniond Stred Hospitsl F Children NHS Tnt Great Omiottd Stttet Hospitsl NHS Foundation Trst Greai¢r Martthe51¢r M¢ntAI Huhh NHS Foundation Trust 73.741 21,041 46.783 87,962 7.500 8.0 .548 120,150 3,0 83.408 2.553 59.763 36
THE BURDETh TRusf FOR NURSING GRANTS PAYABLE YEAR ENDED 31 DECEMBER 2020 Greenwich & Bexley Community Hospice Guy's & St Thomas. NHS Found1( TTUSt Hawnochromatosis UK HomeAssessment ReablementTeam (HARf)4t Oxfi)Yd Universty Hospita15 Harvard T.H. Chan School of Public Health Hertfordshtre Univusity Hope for Tomorrow Institut¢ of Health Visiiing Int¢rnatioJal Council of Nurses Jaya Menta] Health (ryeviousty Unty in Health) Junius S Morgan Benevolent Fynd King'5 Coll¢Ee London King's College London Lambeth Diabetes Internicdiate Care Te4m LGBTQ- Queen's University Belf&st London Network of NuT5e5 and Midwives Homelessness Group tA)ndon South Bank UniveT5ity Malawi Nightingale Challenge Mesothelioma UK Middles¢x University Htgher Educatton Ccffp)r Midwifel¢d Community Tran5fonnation (MILCOT) Ugand Nional Health Care Conferences (NHCC) Uganda Nional Nurses Alation K¢nya (NNAK) Nution41 University of Lesotho Nature Thernpy CIC Newcastle upon Tyn¢ Hospitsis NHS Foundation Trust NHS Devon Clini1 Commissioning Group NHS Lothiark North StaffordshiTe Combined HIthcare NHS Trnst Northern Ireland Hospi¢e Northumbria Healthcare NHS Found*ion Tnts¢ Northumbria UniveTsity Nottingham University Open Universiry Over the Wall Oxford Brk¢S University Oxford Health NHS Foundation Tn Oxford S¢h(Kil of Nursing and Midwifery Oxford Univetsity Paintings in Hospitsls Parents 1st PHASE Worldwid¢ Portsmouth Hospital NHS Tru# Prince & Princess of Wales Hospice Publi¢ Health Agency forN(ffthern ITeland Queen's University Belfast 7.977 8.000 7,600 6234 150,C 56.835 7.740 88,378 369,1)00 64.787 75.Crf)O 300.(KX) 158.503 3,000 99,860 98,681 68.1) 4.732 109.129 30,0 10.0 6.540 144.454 3.51Xs 79.877 &ooo 31.953 r2,168 17.173 86,025 37.811 38.157 46.013 7,917 8.ty)0 45,667 24,400 2,(K¥O 5.000 7,760 7.7(K) 7213 46,972 70.883 37
THE BURDEn TRUST FOR NUKSING GIL4NTS PAYABLE YEAR ENDED 31 DECEMBER 2020 Queen's Nursing InstiDJte Queen's Nursing Instit¢ -QNI Queen's Nursing Institute Scotland Queen's Nursing Institule S¢thland- QNIS <een'S Universty Belfast Restraint Reduction Network (RRN) Royftl Bollrn¢mouth and Christchurch H05pitsls NHS Foundation Tn Royal Devon wjd ExeterNHS Foundation Trust Oyol Marsd¢n NHS Foundation Trust RVS He41th & Wellbeing Communty Hub School and Public Health Nurses Associlon {SApFfNA) S¢hool of Healthcwe Sciences. Cardiff UniveT5ity SeeAbility Sheffield Hallam Univ¢r5ity Shooting Star ChildT¢ll'5 H05piK Kingston Universty & St George'5 Somerset Parthership NHS Foundation Tnty¢ Learning Disabilities South London and Maudsley NHS Foundation TnL South West London and St GaJrge5 MH NHS Tntyt Southem H¢alth & Social Care Trust Southern Health NHS Foundation TTus¢ Spina Bifida Hydrocephalus Scotland (SBH slIand> St ChriOpher.5 Hospice St John Ambulance St Luk¢'5 Hospiee St Nicholas hospice Care St Pet¢S Hospi¢e Sue RydeT Tavistock and PoTtrian NHS Foundation Trust Ttts Esk & Wear Vall¢y$ NHS TruM & NatirMI Institute of Health Rese&¢h University Hospitals Bimiingham NHS F(Nmd*ion Trust University Hospitsls Plymouth NHS TTUSI Universty of Brighton University of Chester Universiry of East Anglia University of Edinburgh University of Essex University of Manchester University of Nouinghom University of Sheifield Univ¢r5kty of Stirling Univetsity of Surrey University of West Lond(ff West Hertfordshire Ho4)its]s NHS Thtst Western Health and Social Care Trnst White Rlbbon Allian¢¢ 102,662 102,662 99.700 91,400 102,697 171.017 84.348 2.843 10.oLKJ io,oTr) 10.1 82,026 8.0 30,000 25.555 2.176 94.9 84.292 57.781 ,0 28,500 8.000 7,843 5,250 30,0(XI 107.115 95.906 32.693 75.405 15,800 30.144 4,700 75212 55,609 299220 6,816 101,955 7,983 7,969 7.745 3.750 3.657 97,760 10.m) 38
THE BURDE TRusf FOR NURSING GRANTS PAYABLE YEAR ENDED 31 DECEMBER 2020 White Ribbon Alliance for Safe Mother1 Whittington Health Win$ton Churchill Memorial Trnst 8.000 2.349 150.000 4JOS033 3,90V58 412,080 250.414 4717913 (200.719) 17 194 (300,0> 36.125 Granis 10 indiv1thl$ Grnnts pwyxble (Nole 5) Grants rethrned IN0 5) Total grdnts payable Less: Amounts payable to Junius S Morgan Benevolent Fund Add: Consultancy costs (allocated again grants in the Stytem¢nt of Financial Aciivities) Less.. (ther adjustments Total graDt expenditure per the S¢temeD¢ of fm•n¢i•l Adiviti (44.048) (300.000) 52.348 (2,0) 39