REGISTERED COMPANY NUMBER: 05437976 (England and Wales)
REGISTERED CHARITY NUMBER: 1117564
SHALOM HOUSE
REPORT OF THE TRUSTEES AND
FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024
Carr, Jenkins & Hood
3 New Mill Court
Enterprise Park
Swansea
SA7 9F6

SHALOM HOUSE
CONTENTS OF THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024
Page
Report ot the trustees
Independent examlner's report
Statement of flnan¢lal activltles
Balance sheet
9 to 10
Notes to the financial ststements
11 to 25
Detalled statement of financial activfties
26 to 28

SHALOM HOUSE
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 2024
The trustees who are also directors of the charity for the purpose5 of the Companie5 Act 2006, present their report
with the financial statements of the charity for the year ended 31 March 2024. The trustees have adopted the
provisions of Accounting and Reporting by Charities- Statement of Recommended Practice applicable to charities
preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of
Ireland IFRS 102) (effective l January 20191.
The report of the trustees also incorporates a directors, report as required by company law.
Objertives and artivities
Objertives and aims
The objectives of Shalom House are to establish and maintain a Palliative Care Centre, for the communal benefit of the
inhabitants of Pembrokeshire, there being no such similar facility in place at present.
Shalom House is a non-profit making organisation, providing a high quality professional service for people with
terminal illness (including cancer and any progressive life-limitin8 diseases) in an environment of tranquillity and
support. The aims of Shalom House are..
To provide day care and re5Plte to patients and carers. ultimately to contribute to a possible
redurtionlprevention of acute or unplanned hospital admissions..
To enable patients to manage their diagnosis to do the things that matter to them and to make their lives
more comfortable than they would otherwise have been-
To work in partnership with other providers of palllative care to enable adult patients to manage their
condition and remain at home until end of life, should they wish.
The mission of Shalom House Is..
To provide accessible, excellent, holistlt palli3tive care to relieve suffering, whether physical, emotional.
spiritual or psychological, to all residents of Pembrokeshire diagnosed with a life-limiting illness, catering to the
individual needs of clients, whatever they may be,.
To be a place of respite that offers a safe place to share all worries and let go of anxieties, albeit briefly, and to
benefit from the many skills and expertise the Shalom staff has to offer. Professional staff and volunteer5
support both clients and their families throughout their journey, often making a real difference by providing a
haven of care and nurture.
To support relatives as they provide care to thelr loved ones and ultimately to support them through
bereavement.

SHALOM HOUSE
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 2024
Objectives and activities
Ethos and Phllosophy
Shalom provides a place of safety.
Shalom is never too busy to listen and care.
Pain and suffering are not inevitable- skilled and trained staff are available to help and advise.
Shalom is honest, open. available and confidential.
Death is not a failure- it 15 a natural end point of life's winning pathway and can occur with love and dignity.
Shalom expresses peace, which 15 important to every patient along with the total wellbeing of the individual
and holistic care is essential.
Shalom House provides palliative care and respite free of charge for all. Patients come to Shalom House at any
time from their diagnosis and patient5 are referred from GP'S, hospital, the community or self-referred by the
patients themselves.
Shalom is an equal opportunity organisation and is committed to a working environment that is free from any
form of discrimination on the grounds of colour. race, ethnicity. religion, sex, sexual orientation or disability.
Shalom House is committed to safeguardin8 the welfare of patients and the staff and volunteers share in this
commitment. Shalom House policies and procedures protect and provide guidelines on this assurance.
Publk benefit
In setting Shalom House's objective5 and aim5 and in planning their attivities, the Trustees have given careful
consideration to the Charitie5 Commission's general guidance on public benefit. Shalom's key objectives for the year
included..
to continue to develop daytirne palliative care with especial emphasis on pain and symptom control,
occupational therapy, complementary therapies and input from experienced palliative care nurses, having
regard to the particular and individual needs of patients,.
to increase palliative care services and their uptake by developing focus days and carer support days to provide
a wider range of support to the termlnally ill and their families throughout Pembrokeshire-
to develop and promote the awarene55 of GP'S and other health professionals to the services provided:
to increase the range and ease of access to Shalom House 5ervice5 across Pembrokeshire:
to employ appropriately experienced stsff to manage and deliver the service and to develop their trainin8
portfolios,.
to establish a clear role within the Hywel Dda Health Board strategy. working in partnership with the local
District General Hospital and other third sector providers-
to work to standards set by Healthcare Inspertorate Wales IHIWI:
to increase fundraising from charitable and grant sources to 5UPPOrt Shalom's activities and to continue to
develop the hospice shops for the purpose of income and developing public awarene55 of the work of Shalom
House.

SHALOM HOUSE
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 2024
Achlevement and performance
Charitable actlvitles
Shalom House opened for Service provision on 23 November 2007 after the successful adaptation of the building and
gradually developed its function to offer day, respite and a palliative care service to patients and their relatives. At
present, Shalom House offers a palliative day care service to up to 11 patients per day. Monday to Friday. Alongside
the traditional day care support we provide activities and counselling.
During the year ending 31 March 2024, Shalom House received funding from Hywel Dda University Health Board
Wlthin the provisions of a Service Level Agreement effective from April 2022.
Respite continued over the year. We were able to run six more sessions over the financial year. This was partly
financed from the adivitie5 fund from the health board and from a grant obtained from Enhancing Pembrokeshire.
This has also allowed us to continue the sessions into the remainder of 2024 and the stsrt of 2025.
We are registered with HIW. During August 2023 we had an inspection from HIW. There were a few
recommendations, however, the majority of the feedback was positive.
Sam Wilson-croft, Shalom House's Business Manager, has continued to head up all fundraisin& volunteering, grants.
and business aspects. Over the year we have set up regular quizzes in St Davids. We have attended summer fetes,
Christmas fetes and any many others events over the year that raise awarene55 of Shalom House. We have run a year
of fundraising with various events such as an Easter Fair and a Twmpath.
Sam has also, with the help of the team. secured grants this year for our team of counsellors to continue their
essential work for the next two years.
Donna continues her essential work as Registered Care Manager. Overseeing the high standards the team achleve.
The mana8ement team are sUPPOrted by reglstered nurses. health care a55i5tants (registered with Social Care Wales),
a small bank staff team of nurses and healthcare a55i5tants. administrator. house volunteers. shop volunteers and
volunteer drivers.
In house patient satisfartlon surveys have rated the service at Shalom House IOO%+ throu8hout the year. We continue
to monitor our activitles Closely. responding to suggested changes where feasible and appropriate.
nk5 continue to be forged with the health board and the new Palliative Care Consultant at Withybush General
H05Pltal and the wider Palliative Strategic Forum for Hywel Dda along with our partners in the third sector. Shalom
House nurses continue to attend MDT meetin8S Wlth the local GP practice5.
The Fishguard and St David's shops both continue to flourish. The Shops are staffed by a team of volunteers who work
tirelessly to maintain image and presentation, also providing information on the work of the hospice and supporting
other fijndraising initiatives. We have worked hard to develop better links with the local community.
We continue to use our wheelchair acce55ible car to transport patients within the community. We have a team of
three volunteer drivers who support patients to attend Shalom House from as far away as Narberth. We have used
the car during the warmer months to take attendees on trips out to local beaches, local restaurants and garden
centres. The reassurance of travel within a secure vehicle has been about for patients and staff, enabling us to
continue Shalom House's good work at all times.

SHALOM HOUSE
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 2024
Flnancial revlew
Financial position
Total incoming resources for the year amounted to £2221,782 12023: £213.814}. Resources expended amount to
£311,86312023'. £301.304}. The net deficit for the year before the revaluation of the investment is £90,081 12023:
£87,490). The net deficit for the year after the revaluation of the investment is £79,190 (2023: £102,239).
The total net reserves at the balance sheet date are £570,643 12023- £649,833). Unrestricted funds total £461,903
12023.. £533,253) and restricted funds total £108,74012023.. £116,580).
Shalom House is operating against a batkgroltnd of tontinually rising costs, espetially payroll related, and increasing
competition for donated and other charitable funds. In a world where the cost of living is Constantly increasin&
fundraising becomes MO￿ difficult. Most grants are oversubscribed and difflcLFlt to secu￿. In addition, with the cost
of living crisis people have less disposable income to donate to charities.
Prlnclpal fvnding SoUr￿S
The charity's principal source of funds is through the SeNice Level Agreement with Hywel Dda Local Health Board. The
Service Level Agreement for the year ended 31 March 2024, the current agreement is £60,000 per annum. We secured
additional fundin8 of £10,000 for respite services.
ReseTve5 poIIcy
The Charity will need to expend substantial sums in future periods in order to maintain and develop its services. A
formal reserves policy has been formulated whereby the Sum of £S0.000 has been ringfenced as a designated
contingency reserve. This is broadly equivalent to between 2 and 3 months operating costs and will be reviewed
annually to maintain the reserve at this ratio as a minimum.
Future plans
The intention of Hywel Dda University Health Board to move to a commissloning model provides no guarantees for
future fundin& rendering longer term strategic planning difficult. It is envlsaged that the proposed commission model
may not contain a model that fits Shalom House. Donna is heading up a Non-commissioned Hospice group to ensure
that we have a voice in the planning.
Review on the future of Shalom is a constant agenda point, involving all Trustees and the team. The respite sessions
are something we intend to continue to offer in the future, subject to funding. Shalom will continue to concentrate on
activities to support patients to live well and instigate a more targeted approach to fundraising and income
generation. At the same time, the focus of Shalom House will continue to be the provision of palliative care within the
day centre. In The last year we have started a Save Shalom Campaign in order to try and ensure that Shalom House
has a future.
It is the intention of the Trustees. as current guardians of the le8acy of Shalom House, to strive to maintain relevant
and effective support services, within the framework of a planned income generation poliry.
Structure. governance and management
Governing document
Shalom House is controlled by its governing document. the Memorandum and Articles of Association and is a limlted
company, limited by guarantee, as defined by Companies Act 2006.
Shalom House was registered with the Charities Commission on 12 January 2007. The governing documents are held
at the registered office.
Recfultment and appolntment of new trustee5
Trustees are appointed at the Annual General Meeting. They are recfulted through contact with other trustees and
through charitable events.

SHALOM HOUSE
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 2024
Strurturel governance and management
Organlsatlonal structure
The governing body is the Board of Trustees. who are non-executive, unpaid and meet at regular intervals during the
year. The day to day activitles are managed by the Registered Care Manager and the Business Manager who also acts
as Clerk to the Trustees, registered nurses team. health care assistants, a small team of bank registered nurses and
healthcare assistants, an administrator and a Management Committee comprising:
Chair
Other Members
Mrj W G Preece
Mrs E M Thomas
Dr R P Schofield
Miss P Ellis Iresigned 30106120231
Mrs E Clift (appointed 14111120231
Mr B Mathias lappointed 14111120231
Indurt40n and training of new trustees
There is no formal induction or training process for trustees as the skills and knowledge of trustees varies. New
trustees are provided with a description of their expected role and responsibilities, which ensures trustees are aware
of their legal obligations under charity and company law. They are briefed by the Chair and Business Manager on
historic and prevailing strategic issues.
All trustees give of their time freely and no remuneration or expenses were paid in the year.
Risk management
The trustees have a duty to identify and review the risks to which Shalom House is exposed and to ensure appropriate
controls are in place to provide reasonable assurance against fraud and error. Risk assessment and the management
of risk is a continuous process, with all areas being addressed as required. Risk management is a standing agenda item
of each board meeting and features in the report provided to the board by the Business Manager prior to each
meeting.
The key strategic risks facing Shalom House have been identified as Governance and Management, Reputational and
Commercial. The board and its committee have been tasked with identifying and examining the major risks relevant to
their area of influence. The trustees risk management strategy comprises..
an annual review las a minimum) of the risks Shalom House may face,.
the establishment of systems and procedures to mitigate those risks identified in the plan,. and
the implementation of procedures and processes designed to minimise any potential impact on Shalom House,
should those risks materiali5e.
Refereno and administrative detalls
Registered Company number
05437976 (England and Wales)
Re8lstered Charlty number
1117564
Registered office
3 New Mill Court
Enterprise Park
Swansea
SA7 9FG

SHALOM HOUSE
REPORT OF THE TRUSTEE5
FOR THE YEAR ENDED 31 MARCH 2024
Trustees
Mr J W G pree￿ Trustee
Mrs E M Thomas Trustee
Dr R P Schofield Trustee
Miss P Ellis Iresi8ned 3016120231
Mfs E W D Clift Trustee lappointed 14111120231
Mr 8 J Mathias Trustee (appointed 14111120231
Independent Examiner
Mark Howe115 FCCA
Carr. Jenkins & Hood
3 New Mill Court
Enterprise Park
Swansea
SA7 9FG
This report has been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating
to small companies.
Approved by order of the board of trustees on ......
and signed on its behalf by-
MrJ
G Preece- Trustee

INDEPENDENT EXAMINER'S REPORTTO THE TRUSTEES OF
SHALOM HOUSE
Independent examiner's report to the trustees of Shalom House I'the Company'l
I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2024.
Responsibilities and basis of report
As the charity's trustees of the Company land also its directors for the purposes of company lawl you are responsible
for the preparation of the accounts in accordance with the requirements of the Companies Act 20061'the 2006 Act'l.
Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act
and are eliglble for Independent examination. I report in respect of my examination of your charity's accounts as
carried out under section 145 of the Charities Act 2011 I'the 2011 Art'l. In carrying out my examination I have
followed the D1￿ctionS given by the Charity Commission under section 145151 Ib} of the 2011 Act.
Independent examlner's statement
I have completed my examination. I confirm that no matters have come to my attention in connection with the
examination giving me cause to believe that in any material respect:_
accounting records were not kept in respect of the Company as required by section 386 of the 2006 Act; or
the accounts do not accord with those records- or
the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any
requirement that the accounts give a true and fair view which is not a matter considered as part of an
independent examination; or
the accounts have not been prepared in accordance with the methods and principles of the Statement of
Recommended Practice for accounting and reporting by charities (applicable to charities preparing their
accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland
IFRS 10211.
I have no concerns and have come across no other matters in connection with the examination to which attention
should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Mark Howells FCCA
Carr, Jenkins & Hood
3 New Mill Court
Enterprise Park
Swansea
SA7 9FG
Date: .................................-,..........

SHALOM HOUSE
STATEMENT OF FINANCIAL AcfiviTIES
{INCORPORATING AN INCOME AND EXPENDITURE ACCOUNT)
FOR THE YEAR ENDED 31 MARCH 2024
2024
Total
funds
2023
Total
funds
Unrestricted Restricted
funds
funds
Notes
Income and endowments from
Donations and legacies
50,838
Charltable actlvltles
Care and respite
70.1(KI
32,780
102,880
79.900
Other trading artivities
Investment income
Other income
83,908
414
83.908
414
73.308
70
9.698
Total
189.002
32,780
221,782
213,814
Expenditure on
Raising funds
46,470
46.470
43,837
Charitable activbties
Care and re5Plte
224,773
40,620
265,393
257,467
Totsl
271,243
40.620
311.863
301,304
Net gains1llosses} on investments
10,891
10,891
115.7491
NEf INCOME/IEXPENDITURE)
(71.350)
17.840)
(79.190)
1103,2391
Re¢on¢lllatlon of funds
Total funds brought forward
533.253
116.580
649,833
753,072
Totsl fvnds carried forward
461,903
108.740
570.643
649,833
The notes form part of these financial statements

SHALOM HOUSE
BALANCE SHEET
31 MARCH 2024
2024
Totsl
funds
2023
Total
funds
Unrestricted Restricted
funds
funds
Notes
Flxed assets
Tangible assets
Investments
17
18
254,840
190.095
106,540
361,380
190,095
372,708
232,905
444.935
106,540
551A75
605.613
Current assets
Debtors
Cash at bank and in hand
19
5,544
37,392
4,735
58,436
35,192
2,200
40.736
2,200
42,936
63.171
Credltors
Amounts falling due within one year
20
123,768)
123,7681
116,9691
Net current assets
16,968
2,200
19.168
46,202
Total B55ets less current liabilitles
461.903
108.740
570.643
651,815
Creditor5
Amounts falling due after more than one year
21
11,9821
NEf ASSETS
461.903
108,740
570,643
649,833
Funds
Unrestricted funds:
General fund
Fair v31ue reserve
Designated contingency fund
24
385,107
26.796
367,348
15.905
150.000
461,903
533,253
Restricted funds:
Property renovation
Capital purchases
104,405
4,335
107.545
9,035
108,740
116,580
Total funds
570,643
649,833
The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year
ended 31 March 2024.
The notes form part of these financial statements
continued...

SHALOM HOUSE
BALANCE SHEET- continued
31 MARCH 2024
The members have not required the company to obtain an audit of its financial statements for the year ended
31 March 2024 in accordance with Section 476 of the Companies Act 2CKJ6.
The trustees acknowledge thelr responsibilities for
(al
ensuring that the charitable company keeps accountin8 records that comply with Sections 386 and 387 of the
Companies Act 2(K)6 and
preparing financial statements which give a true and fair view of the state of affairs of the charitable company
as at the end of each financial year and of its surplus or deficit for each financial year in accordance with the
requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies
Act 2CQ6 relating to financial statements, so far as applicable to the charitable company.
Ibl
These financial statements have been prepared in accordance with the provisions applicable to charitable tompanies
subject to the small companies regime.
The fin
nci
statements were approved by the Board of Trustees and authorised for issue
. and were signed on its behalf by-
on
J W G Preece- Trustee
The notes form part of these financial statements
io

SHALOM HOUSE
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024
sta￿tOry information
Shalom House is a private company, limited by guarantee without share capital. registered in England and
Wales. The ￿giStered office address can be found in the report of the trustees.
Accounting policies
Basis of preparing the financial statements
The financial statements of the charitable company, which is a public benefit entity under FRS 102. have been
prepared in accordance with the Charities SORP IFRS 1021 'Accounting and Reporting by Charitie5: Statement
of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial
Reporting Standard applicable in the UK and Republic of Ireland (FRS 1021 (effective l January 2019),, Financial
Reporting Standard 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland, and the
Companies Act 2006. The financial statements have been prepared under the historical cost convention, with
the exception of investments which are included at market value, as modified by the revaluation of certain
assets.
Shalom House meets the definition of a public benefit entity under FRS 102.
Golng con¢em
The financial statements have been prepared on a going concern basis as the trustees believe that no material
uncertainties exist. The trustees have considered the level of funds held and the expected level of income and
expenditure for 12 months from authorising these financial statements. The budgeted income and expenditure
15 sufficient with the level of reserves for the charity to be able to continue as a going concern.
Financial reporting standard 102- reduced disclosure exemptlons
The charitable company has taken advantage of the following disclosure exemption in preparing these
financial statements, as permitted by FRS 102 'The Financial Reporting Standard applicable in the UK and
Republic of Ireland,:
the requirement5 of Section 7 Statement of Cash Flows.
Income
All incomÈ is recognised in the Statement of Flnantlal Activities once the charity has entitlement to the funds.
any performance conditions attached to the income have been met. it is probable that the income will be
received and the amount ¢an be measured reliabSy.
Donations and voluntary income are accounted for when receivable.
Income from government and other grants, whether 'capital' or 'revenue' grants, is recognised when the
charity has entitlement to the funds, any performance conditions attached to the grants have been met, it 15
probable that the income will be received, the amount can be measured reliably and is not deferred.
Legacy gifts are recognised on a case by case basis following the granting of probate when the
administrator/executor for the estate has communicated in writing both the amount and settlement date. In
the event that the gift is in the form of an asset other than cash or a financial asset traded on a recognised
stock exchange, recognition is subject to the value of the gift being reliably measurable with a degree of
reasonable accuracy and the title to the asset having been transferred to the charity.
Interest on funds held on deposit 15 included when receivable and the amount can be measured reliably by the
charity; this is normally upon notification of the interest paid or payable by the Bank.
li
continued...

SHALOM HOUSE
NOTES TO THE FINANCIAL STATEMENTS - contlnued
FOR THE YEAR ENDED 31 MARCH 2024
Accountlng policies- continued
Expendlture
Liabilities are recognised as expenditu￿ as soon as there is a legal or constructive obligation committing the
charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement
and the amount of the obligation can be measured reliably.
Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all
cost related to the category. Where costs tannot be directly attributed to particular headings they have been
allocated to act5Vities on a basis consistent with the use of resources.
Allocation and apportionment of costs
Costs are allocated between direct charitable and support expenditure according to the nature of the cost.
Where items involve more than one category they are apportioned between the categories on a basis
consistent with the use of resources.
Tangible fixed assets
Tangible fixed assets other than freehold land are stated at cost less depreciation. Depreciation Is provided at
rates calculated to write off the cost less estimated residual value of each asset over its expected useful life, as
follows:
Freehold land
Freehold property
Plant and machinery
Fixtures, fittings and equipment
Computer equipment
- Freehold land is not depreclated
- 50 years straight line
- S years straight line
7 to 10 year5 Straight Ilne
3 years straight line
Taxatlon
Shalom House is an eyempt charity within the meaning of schedule 3 of the Charities Act 2011 and is
considered to pass the test5 set out in Paragraph I Schedule 6 Finance Art 2010 and therefore it meets the
definition of a charitable company for UK Corporation Tax purposes.
Fund accounting
Unrestricted funds can be used In accordance with the charitable objectives at the discretlon of the trustees.
Restricted funds can only be used for particular restricted purposes within the objects of the charity.
Restrittion5 arise when specified by the donor or when funds are raised for particular restricted purposes.
Further explanation of the nature and purpose of each fund is included in the notes to the financial
statements.
Debtors
Trade and other debtors are recognised at the settlement amount due after any trade discount offered.
Prepayments are valued at the amount prepaid net of any trade discounts due.
Creditors and provisions
Creditors and provisions are recognised where the Charity has a present obligation resulting from a past event
that will probably result in the transfer of fund5 to a third party and the amount due to settle the obligation
can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement
amount after allowing for any trade discount5 due.
Pension costs and other post-retlrement beneffts
The charity operates a defined contribution pension scheme. Contributions payable to the charity's pension
scheme are charged to the Statement of Financial ActivÉties in the period to which they relate.
12
continued...

SHALOM HOUSE
NOTES TO THE FINANCIAL STATEMENTS- continued
FOR THE YEAR ENDED 31 MARCH 2024
Accounting policies- continued
Cash at bank and In hand
Assets and liabilities in foreign currencies are translated into sterling at the rates of exchange ruling at the
balance sheet date. Transactions in foreign currencies are translated into sterling at the rate of exchange rulin8
at the date of transattion. Exchange differences are taken into account in arriving at the operating result.
Flnanclal Instruments
The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments.
Basic financial instruments are initially recognised at transaction value and subsequently measured at their
settlement value.
Investments in non-convertible preference shares and in non-puttable ordinary and preference share5 a
measured:
At fair value with changes recognised in Ststement of Financial Activities if the shares are publicly
traded or their fair value can otherwise be measured reliably-
At cost less impairment for all other investments.
Donations and legades
2024
2023
Donation5
Legacie5
34.580
41.726
9,112
34,580
50,838
Income from donations and legacies was wholly attributable to unrestricted funds in 2023 and 2022.
Other tradlng artlvities
2024
2023
Fundraising events
Shop income
8,221
75,687
6,744
66,564
83,908
73,308
Income from other trading activities was wholly attributable to unrestricted funds in 2023 and 2022.
13
continued...

SHALOM HOUSE
NOTES TO THE FINANCIAL STATEMENTS - contlnued
FOR THE YEAR ENDED 31 MARCH 2024
Investment Income
2024
2023
Deposit account Inte￿$t
414
70
Income from charitable artivities
2024
Care and
respite
2023
Total
activities
Grants
102,880
Income from charitable activities was £102,880 12023: £79.900) of which £32,780 12023: £6,900) was
attributable to restricted funds and £70,10012023'. £73.0001 wa5 attributsble to unrestrirted funds.
Grants received, included in the above. are as follows..
2024
2023
Hywel Dda Funding For Palliative Care Services
PAVS
WCVA
National Lottery
Macmillan
Milford Haven Port Authority
Albert Hunt Trust
CAF
South Hook LNG
Pembrokeshire Council
Solva Edge Festival
70,000
70,￿0
2,500
17,0001
9,050
3.9
500
10,000
loo
5,000
15,596
634
102.880
79.900
Other Income
2024
2023
Wales care workers bonus
9,698
14
continued...

SHALOM HOUSE
NOTES TO THE FINANCIAL STATEMENTS- continued
FOR THE YEAR ENDED 31 MARCH 2024
Ralslng funds
Raising donations and legacies
2024
2023
Staff costs
24,317
20,510
Other tradlng actlvltles
2024
2023
Purchases
Shop rates
Shop insurance
Shop light and heat
Shop rent
Shop repairs and maintenance
Shop sundry expenses
Shop consumables
Shop bank charges
2.777
961
299
4,015
868
324
1.074
16,360
30
71
312
273
439
291
22,153
23,327
Aggregate amounts
46A70
43.837
Charitable artivities costs
Direct
Costs (see
note 10)
Support
costs Isee
note 111
Totals
Care and respite
182.984
82,409
265,393
£40,620 {2023- £28,151) of the above costs were attributable to restricted funds. £225.60412023: £229,316) of
the above costs were attributable to unrestricted funds.
15
continued.

SHALOM HOUSE
NOTE5 TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2024
io.
Direct costs of charitable actlvltles
2024
2023
Staff costs
Advertising
Kitchen costs
Medical & PPE supplies
Travel and subsistence
Rates and water
Insurance
Light and heat
Telephone
Postage and stationery
Sundry expenses
Repairs and maintenance
Cleaning
IT. software and consumables
Counselling sessions
Motor expenses
Legal and professional fees
Patient activities
Depreciation
I20￿26
122.891
246
985
824
3,692
457
4,745
1,273
2,166
823
2,729
5.904
429
2.099
15,430
3,224
357
2,256
13,907
1,395
1,692
4,722
9,185
2,364
478
2,320
2,963
470
1,969
12,820
3,997
1,987
13.624
182,984
184,437
ii.
Support costs
Governance
costs
Care and respite
82,409
Support costs. Included in the above, are as follows..
Governance Costs
2024
Care and
respite
2023
Total
activities
Wages
Social security
Pensions
Independent examiners remuneration
Independent examiners remuneration for
other work
Rates and water
Insurance
Light and heat
61,233
3,087
8,505
4,050
54N91
3,342
7,715
3,860
672
87
525
1,021
672
51
527
141
Carried forward
79,180
70.799
16
continued...

SHALOM HOUSE
NOTES TO THE FINANCIAL STATEMENTS- contlnued
FOR THE YEAR ENDED 31 MARCH 2024
ii.
Support costs- continued
Governance costs- contlnued
2024
Care and
respite
2023
Total
activities
Brought forward
Telephone
Postage and stationery
Advertising
Legal and professional fees
Sundry expenses
Repairs and maintenance
Cleaning
IT. software and consumables
Depreciation of tangible fixed assets
Loan interest
79,180
263
53
70,799
241
91
27
18
303
624
1,846
258
329
52
219
233
625
21
161
82,409
73,030
12.
Net income/lexpenditure}
Net incomellexpenditurel is Stated after charging/lcreditingl'.
Z024
2023
Examination of the financial statements
Other services
Depreciation - owned assets
4,050
672
13,625
3.860
672
14,533
13.
Trustees, remuneration and beneflts
There were no trustees, remuneration or other benefit5 for the year ended 31 March 2024 nor for the year
ended 31 March 2023.
Trustees. expenses
There were no trustees, expenses paid for the year ended 31 March 2024 nor for the year ended
31 March 2023.
17
continued...

SHALOM HOUSE
NOTES TO THE FINANCIAL STATEMENTS - contlnued
FOR THE YEAR ENDED 31 MARCH 2024
14.
stsff costs
2024
2023
Wages and salafies
Social security costs
Other pension costs
I34￿79
8,137
24.952
176,969
8.791
23,189
217,968
208,949
The average monthly number of employees during the year was as follows..
2024
io
2023
Care and respite
Administration
12
li
No employees received emoluments in excess of £60,000.
The total employee benefits of the key management personnel of the charity were £64,72512023: £76.699).
15.
Comparatlves for the statement of financial actlvV£les
Unrestricted Restricted
funds
funds
Total
funds
Income and endowrnents from
Donations and legacies
50.838
50.838
Charitable artivities
Care and respite
73.000
6,900
79.9IXI
Other trading activities
Investment income
Other Income
73,308
70
9,698
73,308
70
9,698
Totsl
206,914
6,900
213.814
Expenditure on
Raising funds
43,237
43,837
Charitable activities
Care and respite
229,315
28,152
257,467
Total
272.552
28,752
301,304
Net Eainsll1055es1 on investments
115.7491
115,7491
NET INCOME/IEXPENDtruREI
181.3871
121.8521
{103,239}
18
continued...

SHALOM HOUSE
NOTES TO THE FINANCIAL STATEMENTS- continued
FOR THE YEAR ENDED 31 MARCH 2024
15.
Comparatives for the statement of financial actbVities- continued
Unrestricted Restricted
funds
funds
Total
funds
Reconciliatlon of funds
Total funds brought forward
614,640
138,432
753,072
Totsl funds ¢arrled forward
533,253
116,580
649,833
16.
Independent examiners remuneratlon
2024
2023
Examination of the financial statements
Other services
4,050
672
3,860
672
4,722
4.532
17.
Tanglble fixed assets
Fixtures
and
fittings
Freehold
property
Plant and
machinery
Cost
At l April 2023
Additions
453092
55.738
2,034
38,153
At 31 March 2024
453.492
57.772
38.153
Depreciation
At l April 2023
Charge for year
91,530
6,070
52,151
1,889
38,153
At 31 March 2024
97,600
38,153
Net book value
At 31 March 2024
355,892
3.732
At 31 March 2023
361.962
3,587
19
continued...

SHALOM HOUSE
NOTES TO THE FINANCIAL STATEMEHfs - contlnued
FOR THE YEAR ENDED 31 MARCH 2024
17.
Tanglble flxed assets- contlnued
Motor
vehicles
Computer
equipment
Totals
Cost
At l April 2023
Additions
18.995
13,322
261
579,700
2,295
At 31 March 2024
18,995
13,583
581,995
Depre¢latlon
At l April 2023
Charge for year
Il746
4,749
12,410
917
206,990
13.625
At 31 March 2024
17,495
13,327
220,615
Net book value
At 31 March 2024
1,500
256
361380
At 31 March 2023
6.249
912
372.710
Included in cost or valuation of land and buildings is freehold land of £150,00012023 £150.OCQI which is not
depreciated.
Land and building comprise the freehold premises known as 113 Nun Street, St. Davids and occupied by the
charity. They were donated by Miss Elizabeth de Guise. a local benefactress. At 16 September 1998, the
property was valued at £85,000 and included in the charity'5 accounts. When the charity commenced activitie5
on l July 2007. the premises were revalued due to the substantial amount of renovation work undertaken.
Land has been valued by the Trustees at £150,￿0 and has not been depreciated.
The property was valued at E425,000 as at 30 June 2007. by J J Morris Chartered Surveyors on 10 December
2008. Freehold land and buildings were recognised using this valuation as a deemed cost on transition to the
SORP. These assets are being depreciated from their valuation date of 30 June 2007 and have a net book value
of £355.89212023'. £361.9621.
20
continued...

SHALOM HOUSE
NOTES TO THE FINANCIAL STATEMENTS- continued
FOR THE YEAR ENDED 31 MARCH 2024
18.
Flxed asset Investments
Listed
Investments
MARKEf VALUE
At l April 2023
Disposals
Revaluations
232,904
{53,700)
10,891
190.095
BOOK VALUE
At 31 March 2024
190,095
At 31 March 2023
232,904
There were no investment assets outside the UK.
The fair value of listed investments is determined by referen¢e to quoted price for identical assets in an active
market at the balance sheet date.
19.
Debtors: amount5 falling due wfthin one year
2024
2023
VAT
Prepayments
3,599
1.136
4,735
20.
Creditors: amounts falling due wlthin one year
2024
2023
Other loans (see note 221
Trade creditors
Social security and other taxes
Pension
Accrued expenses
1,982
11,684
2,177
Z,092
5,833
4,639
1.532
2.454
2,121
6.223
23,768
16.969
21
continued...

SHALOM HOUSE
NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2024
21.
Credltors: amounts falllng due after more than one year
2024
2023
Other loans Isee note 221
1,982
22.
Loans
An analysis of the maturity of loans is given below:
2024
2023
Amounts falling due within one year on demand..
Other loans
1,982
4.639
Amounts falling between one and two years:
Other loans
1,982
23.
Leaslng agreements
Minimum lease payments under non-cancellable operating leases fall due as follows:
Z024
2023
Within one year
9,800
Total financial commitments, guarantees and contingencies which are not included in the balance sheet
amount to £9,80012023: £9.8C4)1.
Movement In funds
Net
movement
in funds
Transfers
between
funds
At
31.3.24
At 1.4,23
Unrestrirted funds
General fund
Fair value reserve
Designated contingency fund
367,348
15.905
150,(100
(82,241)
10,891
100,000
385,107
26,796
50,IXKI
11￿.000)
533,253
(71.350)
461,903
Restrlcted funds
Property renovation
Capital purchases
107,545
9,035
(3,140)
(4,700)
104A05
4,335
116,580
17,840)
108,740
TOTAL FUND5
649,833
179.190)
570,643
22
continued..-

SHALOM HOUSE
NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2024
24.
Movement In funds- contlnued
Net movement in funds. included in the above are as follows:
Incoming
resources
Resources
expended
Gains and Movement
losses
in funds
Unrestricted funds
General fund
Fair value reserve
189,002
{271,243}
182.2411
lo￿91
10,891
189,002
(271,2431
10,891
171,3501
Restricted funds
Property renovation
Capital purchase5
Patient Activities
Respite
Counsellors
13,140}
15,3341
{7,500}
(15,596)
19,050}
13,140)
(4,7001
634
7,500
15.596
9,050
32,780
140.620)
(7.840)
TOTAL FUNDS
221,782
{311,863)
10,891
{79,1901
Comparatives for movement in funds
Net
movement
in funds
At
31.3.23
At 1.4.22
Unrestrlrted funds
General fund
Fair value reserve
Designated contingency fund
432,986
31.654
150.0(YJ
165,6381
115,7491
367,348
15,905
150,000
614.640
181,387)
533.253
Restrirted funds
Property renovation
Capital purchases
Post Code Community
110,685
12,247
15,51J)
13,1401
13.2121
115,500)
107.545
9.035
138,432
121,852)
116.580
TOTAL FUNDS
753,072
1103,2391
649,833
23
continued...

SHALOM HOUSE
NOTE5 TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2024
24.
Movement In funds- contlnued
Comparative net movement in funds, included in the above are as follows..
Incoming
resources
Resources
expended
Gains and Movement
losses
in funds
Unrestricted funds
General fund
Fair value reserve
206.914
1272,5521
165.6381
115,7491
115,7491
206,914
1272,5521
115,7491
181.3871
Restricted funds
Care and respite
Property renovation
Capital purchases
Post Code Community
3,654
13,6541
13,1401
16,4581
115,5001
{3,1401
{3,212)
115,5001
3,246
6,900
128,7521
121,8521
TOTAL FUNDS
213,814
1301,304}
115.7491
1103,2391
A current year 12 months and prior year 12 months combined position 15 a5 follows..
Net
movement
in funds
Transfers
between
funds
At
31.3.24
At 1.4.22
Unrestricted funds
General fund
Fair value reserve
Designated contingency fund
432,986
31,654
150,000
1147.879)
14,8581
loo,000
385,107
26,796
50,000
iioo,0001
614,640
1152,7371
461,903
Re5trirted fvnds
Property renovation
Capital purchases
Post Code Community
110,685
12.247
15.5C
16,2801
{7,9121
{15,51)01
104,405
4.335
138,432
129,692)
108.740
TOTAL FUNDS
753,072
1182,429}
570,643
24
continued...

SHALOM HOUSE
NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2024
24.
Movement In funds- contlnued
A current year 12 months and prior year 12 months combined net movement in funds. included in the above
are as follows:
Incoming
resources
Resources
expended
Gains and Movement
losses
in funds
Unrestricted funds
General fund
Fair value reserve
395,916
1543,795)
1147,8791
14,8581
14,8581
395,916
1543,7951
14,8581
1152.7371
Restrlrted funds
Care and respite
Property renovation
Capital purchases
Post Code Community
Patient Activities
Respite
Counsellors
3,654
13,6541
16,2801
{11,7921
115,5001
17,5001
115,5961
19,0501
16,2801
17.9121
115.5(NJl
3,880
7,5(
15,596
9,050
39,680
169,3721
129,692}
TOTAL FUNDS
435,596
1613,1671
14.8581
1182,4291
25.
Employee benefit obligation5
The charity operates a defined contribution pension scheme. The assets of the scheme are held separatelv
from those of the charity in independently administered funds. The pension costs charge represents
ontributions payable by the charity to those fund5 and amounted to £24.95212023: £23,189).
26.
Related party disclosures
There were no related party transactions for the year ended 31 March 2024.
27.
Ultlmate controlling party
The ultimate controlling party is the board of trustees.
25

SHALOM HOUSE
DETAILED STATEMENT OF FINANCIAL AcfNITIES
FOR THE YEAR ENDED 31 MARCH 2024
2024
2023
Income and endowments
Donations and legacies
Donations
Legacies
41,726
9,112
34,580
50,838
Other tradln8 artlvltles
Fundraising events
Shop income
8.221
75.687
6,744
66,564
83.908
73,308
Investment Income
Deposit account interest
414
70
Chariiable activities
Grants
102,880
79,900
Other income
Wales care workers bonu5
9,698
Totsl Incomlng resources
221,782
213,814
Expendlture
Ralslng donations and128acies
Wages
Social security
Pensions
20.290
1.175
2.852
16,943
1,147
2,420
24,317
20,510
Other tradlng actlvlties
Purchases
Fund raising costs
Shop rates
Shop insurance
Shop light and heat
Shop rent
Shop repairs and maintenance
Shop sundry expenses
Carrled forward
2.325
452
961
299
2,342
14,81KI
204
1,704
2,311
868
324
1,074
16,360
30
71
22,742
21,423
This page does not form part of the statutory financial statements
26

SHALOM HOUSE
DEfAILED STATEMENT OF FINANCIAL AcfiviTIES
FOR THE YEAR ENDED 31 MARCH 2024
2024
2023
Other trading actlvltles
Brought forward
Shop consumables
Shop bank charges
21,423
439
291
22,742
312
273
22,153
23,327
Charitable activitles
Wages
Social security
Pensions
Advertising
Kitchen costs
Medical & PPE supplie5
Travel and sub515tence
Rates and water
Insurance
Light and heat
Telephone
Postage and stationery
Sundry expenses
Repairs and maintenance
Cleaning
IT, software and consumables
Counselling sessions
Motor expenses
Legal and professional fees
Patient activities
Depreciation of tsngible fixed assets
103,356
3,875
13,595
105,535
4,302
13,054
246
985
824
3,692
457
4,745
1,273
2,166
823
2,729
5,904
429
2,099
15,430
3,224
357
2,256
13.907
1,395
1,692
4.722
9,185
2.364
478
2,320
2,963
470
1.969
12.820
3,997
1,987
13,624
182.984
184,437
Support ¢osts
Governance costs
Wages
Social security
Pensions
Independent examiners remuneration
Independent examiners remuneration for
other work
Rates and water
Insurance
Light and heat
Telephone
Carried forward
61,233
3,087
8,505
4,050
54,491
3,342
7,715
3.860
672
87
525
1,021
263
79.443
672
51
527
141
241
71.040
This page does not form part of the Statutory financial statements
27

SHALOM HOUSE
DEfAILED STATEMENT OF FINANCIAL AcfiviTIE5
FOR THE YEAR ENDED 31 MARCH 2024
2024
2023
Governance costs
8rought forward
Postage and stationery
Advertising
Legal and professional fees
Sundry expenses
Repairs and maintenance
Cleaning
tT, software and consumables
Depreciation of tangible fixed assets
Loan interest
79,443
53
71.040
91
27
18
303
624
48
233
625
21
Z58
3Z9
52
219
161
73,030
Total resources expended
311,863
301,304
Net expendlture
{90,0811
{87,4901
This page does not form part of the statutory financial statements
28

SHALOM HOUSE
DETAILED STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 31 MARCH 2024
2024
2023
INCOME
Donations
Legacies
Fundraising events
Shop income
Deposit account interest
Grants
Other income
34.580
41.726
9.112
6,744
66.564
70
79,900
9,698
8.221
75,687
414
102.880
Total Incomlng resources
221,782
213,814
EXPENDtruRE
Purchases
Fund raising costs
Shop rates
Shop insurance
Shop light and heat
Shop rent
Shop repairs and maintenance
Shop sundry expenses
Shop consumables
Shop bank charges
Wages
Social security
Pensions
Advertising
Kitchen costs
Medical & PPE 5upplie5
Travel and subsistence
Rates and water
Insurance
Light and heat
Telephone
Postage and stationery
Sundry expenses
Repair5 and maintenance
Cleaning
IT, SOf￿are and consumables
Counselllng sessions
Motor expenses
Legal and professional fees
Patient artivities
Independent examiner- examination of accounts
Independent examlner- other work
Depreciation
Loan interest
2,325
452
961
299
2.342
14.800
204
1,704
2,311
868
324
1.074
16,360
30
71
312
273
176,969
8,791
23,189
273
985
824
3,692
508
5,272
1,414
2,407
914
3,032
6,528
477
2.332
15,430
3.224
375
2,256
3,860
672
14,532
21
439
291
184.879
8.137
24.952
1.395
1.384
1.692
875
5.247
10.206
2.627
531
2.578
3.292
522
2,188
12,820
3.997
1,846
1.987
4.050
672
13,624
161
Total resources expended
311,863
301.304
Net expendlture
(90,0811
187,4901
This page does not form part ofthe statutory financial statements
29