2025-03-31-accounts

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Bradford District Care NHS Foundation Trust Charitable Fund

Charity Registration Number 1130011

Annual Report

Year Ended: 31 March 2025

Bradford District Care NHS Foundation Trust Charitable Fund

Trustees’ Annual report for the year ended 31 March 2025

1. Foreword

The Corporate Trustee presents the Annual Report for the Bradford District Care NHS Foundation Trust Charitable funds together with the audited financial statements for the year ended 31 March 2025.

The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued on 16 July 2014, the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and the Charities Act 2011 and UK Generally Accepted Practice as it applies from 1 January 2015. The Charity’s report and accounts include all the separately established funds for which Bradford District Care NHS Foundation Trust are the sole beneficiaries.

The Corporate Trustee considers that there are no material uncertainties about the Charity's ability to continue as a going concern. There are no material uncertainties affecting the current year's accounts.

The Charity has a corporate trustee: Bradford District Care NHS Foundation Trust. The members of the Trust Board who served during the financial year were as follows:

Executive and Associate Directors	Executive and Associate Directors
Therese Patten	Chief Executive
KellyBarker	Chief OperatingOfficer
Bob Champion	Chief People Officer
Phil Hubbard	Director of Nursing, Professions and Care Standards, Director of Infection Prevention and Control and Deputy Chief Executive
Tim Rycroft	Chief Information Officer
Dr David Sims	Medical Director,Caldicott Guardian
Mike Woodhead	Chief Finance Officer
Iain MacBeath	Director of Integration. Iain served as Director of Integration during 2024/25, in attendance at Board Meetings. This is a joint role between the Trust and Bradford District Council. All funding for this role sits with Bradford District Council. Iain received no remuneration from the Trust in 2024/25.

Non-Executive Directors	Non-Executive Directors
Linda Patterson, OBE FRCP	Chair of the Trust
Maz Ahmed	Non-Executive Director, Chair of the Finance and Performance Committee
Simon Lewis	Non-Executive Director, Chair of the Mental Health Legislation Committee,and DeputyChair(from September 2023)
Alyson McGregor, MBE	Non-Executive Director, Chair of the Quality and Safety Committee
Chris Malish	Non-Executive Director,Chair of the Audit Committee
Mark Rawcliffe	Non-Executive Director, Chair of the People and Culture Committee,and the Charitable Funds Committee
SallyNapper	Non-Executive Director and Senior Independent Director

2. Reference and Administrative Details

The Charity consists of 17 individual funds as at 31[st] March 2025 Charitable funds received by the charity are accepted, held and administered as funds and property held on trust for purposes relating to the health service and which meet the needs of the relevant donors. In accordance with the National Health Service Act 2006 and the National Health Service and Community Care Act 1990 these funds are held on trust by the corporate body.

3. Trustee

Bradford District Care NHS Foundation Trust is the Corporate Trustee of the Charitable Funds governed by the law applicable to Trusts principally the Trustee Act 2000 and the Charities Act 2011, as amended by the Charities Act 2022.

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

The names of those people, who served as agents of the corporate trustee in 2024/25, as permitted under regulation 16 of the NHS Trusts (Membership and Procedures) Regulations 1990, were as follows:

KellyBarker	Chief OperatingOfficer
Mike Woodhead	Chief Finance Officer
Mark Rawcliffe	Non-Executive Director
SallyNapper	Non-Executive Director
Maz Ahmed	Non-Executive Director

4. Day to Day Management of the Charity

Mike Woodhead as Chief Finance Officer during the financial year, under a scheme of delegated authority approved by the corporate trustee, has day to day responsibility for the management of the Charity and must personally approve, on behalf of the corporate trustee, all expenditure over £1,000, with an upper limit of £10,000, using his delegated authority. The Charitable Funds Committee approves all expenditure over £10,000.

Stacey Pearson, Head of Financial Accounting and Capital acted as the principal officer overseeing the day-to-day financial management and accounting for the charitable funds during the year.

Catherine Jowitt, Head of Charity & Volunteering, has responsibility for the strategic leadership, operational delivery and growth of the charity.

5. Principal Office

Bradford District Care NHS Foundation Trust Trust Headquarters New Mill Victoria Road Saltaire Shipley Bradford BD18 3LD

6. Principal Professional Advisors

Bankers

Barclays Bank PLC 10 Market Street Bradford

7. Auditors

SCC Accountants

1 The Square Moy County Tyrone BT71 7SG

8. Structure, Governance and Management

The charity’s unrestricted fund was established using the model declaration of trust, and all funds held on trust at the date of registration were either part of this unrestricted fund or registered as separate restricted funds within the charity.

Subsequent donations received by the charity that are attributable to the original funds are added to those fund balances within the existing charity. The corporate trustee fulfils its legal duty by ensuring that funds are spent in accordance with the objectives of each fund and by designating funds the corporate trustee respects the wishes of our generous donors to benefit patient care and advance the good health and welfare of patients, carers and staff.

Where funds have been received which have specific restrictions set by the donor, these have been managed accordingly.

Non-Executive members of the Trust Board are appointed by the Council of Governors and Executive members of the Trust Board are subject to recruitment by the Trust Board. Members of the Trust Board are not individual trustees under Charity Law but act as agents on behalf of the corporate trustee.

Acting for the corporate trustee, the Charitable Funds Committee is responsible for the overall management of the charitable funds and is required to:

Control, manage and monitor the use of the charity’s resources
Manage and monitor the receipt of all income
Ensure that “best practice” is followed in the conduct of all its affairs fulfilling its legal responsibilities
Keep the Trust Board fully informed on the activity, performance and risks of the charity.

The Committee met four times during 2024/25:

16 May 2024
24 July 2024
31 October 2024
26 March 2025

Membership of the Charitable Funds Committee is made up of at least two Non-Executive Directors, the Chief Finance Officer and Chief Operating Officer. The Trust Secretary, the Head of Financial Accounting & Capital, the Head of Charity & Volunteering, and the Trusts, Foundations and Corporate Manager.

During this period, the Committee was chaired by a Non-Executive Director (NED), Mark Rawcliffe.

The table below show attendance for substantive members of the Committee for the meetings that took place during 2024/25.

9. Attendance at Charitable Funds Committee meetings by substantive members and attendees

Full Name	Job Role / Title	Job Role / Title	Job Role / Title	Job Role / Title	Job Role / Title
Member		16/05/24	24/07/24	31/10/24	26/03/25
Mark Rawcliffe	Committee Chair		X*	X*	X*
Sally Napper	Non-Executive Directors & Deputy Committee Chair	X*	X		No longer a member
Maz Ahmed	Non-Executive Director	Not a member
KellyBarker	Chief OperatingOfficer	X	X	X	X
Mike Woodhead	Chief Finance Officer	X	X	X	X
Regular Attendee
Catherine Jowitt	Head of Charity & Volunteering	X	X	X	X
Jackie Dawson	Trusts, Foundations and Corporate PartnershipsManager		X	X	X
Fran Stead	Trust Secretary	X	X
Rachel Trawally	Deputy Trust Secretary and Corporate GovernanceManager		X	X
Naz Khan	Corporate Governance Officer		X	X
Stacey Pearson	Head of Financial Accounting & Capital	X			X
Jess Greenwood- Owens	Corporate Governance Officer		X

Ritta Harrison	Executive Assistant - Secretary	X
Claire Blamires	Charity Grants & Fundraising Officer				X
Chris Smith	Senior Finance Manager		X	X
Timed Business Helen Tate Learning you’re your experience - Strategic Lead- Dental/Oral X
Ziggi O'Connor	Learning from your experience – Palliative Care	X
Joseph Courtney	Learning from your experience – Allotment & CMHT				X
Rachel Jones	Learning from your Experience - Volunteer Service Manager			X

The accounting records are administered by the finance department of Bradford District Care NHS Foundation Trust. The day-to-day operations of the charitable funds is delivered by a Charity Team including a Trusts, Foundations & Corporate Manager and Administrator.

10. Risk Management

The major risks to which the charity is exposed have been identified and considered. These have been reviewed and systems established to mitigate those risks. During the year where the charity has funds available for investment the Trustees consider those investments to carry a minimal risk. When investments are established, performance is reviewed and presented to the committee annually.

Internal audit reviews are undertaken by NHS Audit Yorkshire. The last review carried out was 2022/23, resulting in a “significant assurance” audit opinion, with two recommendations that were implemented.

11. Partnership Working and Networks

Bradford District Care NHS Foundation Trust is the main beneficiary of the charity and Bradford District Care NHS Foundation Trust is a related party by virtue of being the corporate trustee of the charity. By

working in partnership with the Trust, the charitable funds are used to best effect. When deciding upon the most beneficial way to use charitable funds, the corporate trustee has regard to the main activities, objectives, strategies and plans of the Trust.

12. Objectives

The charity’s main objective is:

The trustee shall hold the trust fund to apply the income, and at its discretion, so far as may be permissible, the capital, either for the general or specific purposes of Bradford District Care NHS Foundation Trust or for all or any charitable purpose or purposes relating to the National Health Service (hereinafter referred to as “the objects”).

13. Annual Review

We continue to build on our successes of previous years externally fundraising and engaging colleagues across the trust to support their own charity, apply for funding for items and projects that enhance the lives of those in our care.

Our purpose, vision, charitable aims and values remain the same:

Our purpose is to enhance the care provided by Bradford District Care NHS Foundation Trust through charitable activity.

Our vision is to create better lives by improving the physical and mental wellbeing of our patients, service users, carers and staff.

Our charitable aims are to create better lives by:

improving service user experience and outcomes,
improving our care environments,
supporting the health and wellbeing of our staff and volunteers,
enabling our staff to enhance their knowledge and skills,
any other activity which supports the purpose and vision of the charity.

Our Values link to the Trust’s own values: We Care: We act with respect and empathy, and always value difference; We Listen: We understand people’s views and respond to their individual needs; We Deliver: We use donations wisely to make a positive difference

We use charitable funds to:

Support service users and staff to enhance care which

Goes beyond the NHS core budget
Makes a difference
Improves health & wellbeing
In the main, improves services for groups of patients rather than focus on individual patients. On occasions support for individual patients is supported e.g. palliative care.
Improve experiences, equipment, and environments
Provide therapeutic activities

Overall, the charity supports more than 50 services within the Trust.

The charity is well governed, income is proactively sought from diverse sources to support the future sustainability of the charity and most importantly ensure the charity funds are deployed in such a way that they have the greatest impact on the health and wellbeing of our patients, service users, carers, staff and volunteers.

14. Better Lives Fundraising Events

Makers May

Our talented NHS Trust staff came out in force in May to craft and create for our charity stall as part of the Saltaire Arts Trail. They are such a generous and talented bunch donating their expert crafts raising income of £555.

Quiz Night 23[rd] May

Our second quiz night was held at the Headly Golf Club in May 2024. The evening included a hot buffet dinner and raised income of £914.

Golf Day

Following the success of our first two golf days, the annual Charity Golf Day moved to the renowned Bradford Golf Club this year with 40 keen golfers competing for the coveted golf trophy. The event was sponsored by Enable2 and the winner was Richard Crampton of CAD21 who received a Porche golf bag, prosecco and other goodies. Special thanks were reserved for Shane Embleton, Deputy Director of Estates and Facilities who invited new teams to play and supported the day ensuring the golfers had a great experience. Grannie Eloi, Deputy Director of Nursing gave her time to supervise the hole in one competition, sponsored by Langtree Architects, Kelly Barker, Chief Operating Officer for presenting the prizes to our winners, and finally Jas Atwal who was a key contributor in organising the day. A grand total of £6,155 of income was raised.

Dragon Boat Race

This year was bigger and better with the charity entering three boats thanks to the continued support and sponsorship of our long-term supporter P.E.C.

» . ae é - We were delighted to welcome Coral Windows and Conservatories who sponsored two boats with their staff filling one boat and NHS staff the . 9 BkiC Ee other. The event is building momentum, and we raised an amazing |A~.yy yy2== ious we! £4,985 of income. Thanks to our boat sponsors and paddlers who did a sterling job generating sponsorship and donations through our dedicated Just Giving Pages, with Coral placing 4[th] and NHS staff 5[th] !

Great North Run

This year, NHS Charities Together took the opportunity to bring together all its member charities under one large marquee in the runner’s village. Runners, once they had finished the race could gather and relax following their run with refreshments and massages on offer.

Better Lives had six participants who raised an amazing £2,110 for our charity. A huge well done for taking on the world’s biggest half marathon.

Yorkshire Three Peaks

Tamara Turner (a charity volunteer) and her mum took on the Yorkshire 3 peaks this year, the participants set off at 7.30 am, aiming to complete the whole route in 12 hours. Unfortunately, they had to withdraw after the second peak, even completing two is a huge achievement and they managed to raise £97. A fabulous effort, and wonderful support from Overlimits, the outdoor adventure company who run the event.

P.E.C Ball

In the Autumn we celebrated International Mental Health Day, the theme this year was “mental health as a universal human right”. Bradford District NHS Care Trust are dedicated to addressing the inequalities in mental health and working towards good mental health for all, not just for some. To mark the occasion our esteemed corporate supporters P.E.C hosted a ball in aid of the Better Lives charity on the evening of Saturday 05 March at the Aria Suite in Leeds, raising an amazing £15,670. The evening was hosted by Dr Paul Midha, a former contestant on the BBC show the Apprentice with a keynote speech from Robbie Hunter-Paul.

Curry and Quiz Night 5[th] December

Our 3[rd] Quiz returned to the curry theme with an added Christmas twist, hosted at the International Restaurant on Sticker Lane, it was our biggest yet as teams from the Trust used it as their Christmas do with new quiz teams as well as returning ones.

Fire Walk

In March, our mighty team of four, Sue-Marie Blezard, Fozia Shamin, Molly Smith and our own Claire Blamires joined staff and volunteers from Bradford Hospitals Charity and Yorkshire Cancer Centre to brave the hot coals and complete their first fire walk raising income of £580 for the Charity.

Fundraising Challenge

Following a successful Voyage to Recovery trip in 2023, The Early Intervention in Psychosis Team (EIP) took on a huge fundraising challenge to raise £9,000 over 18 months to run the trip for a second time. Setting sail from Hartlepool to Ipswich in September 2025, the five day ‘voyage to recovery’ will support 10 service users, offering them a unique opportunity to build confidence, develop communication skills, and embark on a journey of recovery. Fundraising from April 2024 to March 2025 include the below, raising £9,342

Dog walking challenge May 2024
Poetry night June 24
Poetry night July 24
Couch to 5k July 24
Dragon Boat race July 24
Great North Run Sep 24
Amsterdam marathon October 24
Bucket collection November 24
Donation from a family November 24
Panto collection December 24
Fire walk March 25
Ilkley Rotary donation Jan 25
Bradford Rotary donations June 24 & October 24
Cabaret donations July 24, September 24, January 25

Family Fundraising

Matthew Blamires and 3 of his friends climbed the National 3 Peaks and fundraised for us. Mathew was motivated to take on the challenge to support Better Lives Charity after his mum received care from our Palliative Care Team. They completed the challenge in under 24hours and raised £1,085.

Staff Lottery and Microhive

More staff signed up to the Staff Lottery (run in partnership with Bradford Hostpitals Chairty) and Microhive (was Pennies from Heaven). With a number of staff winning cash prizes totalling £2,050 In the lottery.

Festive fundraising

Several teams held raffles to support the fundraising for gifts for our patients who were in hospital over the festive season. Finance raised £24.44 and the Frontline Digitisation Team raised £66.

The Charity team and volunteers finished off 2024 with a bucket collection, over £400 was raised at two performances at the Bradford Alhambra pantomime.

The Charity would like to say a huge thank you to all the staff, volunteers and businesses who have supported us this year. The growth this year in income and charitable grants is only made possible by the contributions of each and everyone of you.

15. External Trusts and Foundation income

The Charity secured funds from the following organisations to fund new projects

Funder	Project	Amount
NHS Charities Together	Children and Young People’s Innovation Fund.	£199,278 over 2 years 24/25 25/26. £97,634 in 24/25
ESH	Bike Bundles to new arrivals and care leavers	£5,000
Morely Glass Green Vision Fund	Planters and gardening tools for Green Therapies project	£500
Sovereign Healthcare	Healthy Shed/Pergola for Lynfield Mount Hospital	£10,000

16. Sponsorship and support in kind.

We would like to acknowledge the support of the following companies and organisations for their incredible support.

Alhambra Theatre
Bookers
Cook, Harrogate
Coral Windows and Conservatories
Enable2
Headley Golf Club
International Restaurant, Sticker Lane
Kimpton Fitzroy Hotel, London
Margaret Dabbs, London
McVitie’s
The Company Shop
Nuffield Health, Shipley
PEC

Tesco Superstore, Peel Centre Bradford
The Coniston Hotel
The National Trust
Shipley Golf Club
Woodsome Hall Golf Club
Wetherby Golf Club
Halifax Golf Club
Ilkley Golf Club
Bedale Golf Club
Normington Golf Club
Willow Valley Golf Club
Trusts Catering Services

17. Charitable Expenditure (Better Lives grants)

The charity received applications from services across the Trust and have funded a variety of projects such as:

Artist in Residence, funding from the Keith Howard Foundation

The Artists in Residence project at Lynfield Mount and Airedale Centre for Mental Health successfully delivered over 80 creative sessions and provided music production equipment to our music therapists. Hospitals were significantly impacted during the covid restrictions. Increased isolation was experienced by our patients during admission as well as severed community links.

This project helped to reconnect medical inpatient units to the wider community and introduce staff and service users to specialist art skills. The sessions were delivered by local organisations Hive Bradford, Keighly Creative, School of Rock and Media and Dubit Limited who shared their skills in DJ’ing, video game design, drumming, pottery and printmaking. The project successfully reignited therapeutic engagement in the arts in a hospital setting; staff and patients valued the sessions. We re-established our partnership with Hive, and made new connections with community organisation and our internal Green therapy programme.

The sessions had a positive impact on people’s mood, which staff observed lasted beyond the session duration. Many patients reported feeling relaxed and calmer. “Relaxed & proud of what I’ve managed to do.” “It was very therapeutic and creative.” “I am calm and appreciate the effort the tutors put in”

“The Hive sessions are fantastic therapy for service users. It’s a great creative outlet and helps them be mindful and focused.” Activity Coordinator, Lynfield Mount

Diabetic foot clinic cards

The credit card style information cards were handed to patients at their diabetic foot checks. They advise patients how to look after their feet and highlight any signs and symptoms when they should contact the podiatry team. The cards are highly visual and therefore more accessible to all. Education on how to manage diabetic feet will be provided at the patients annual foot check, which should also help prevent problems early on, reducing the risk of further complications, which could ultimately lead to a lower limb amputation.

Community Mental Health walk through videos

Identified as part of a coproduction refresh with service users, the psychological therapy team commissioned walk-through videos at five of their Community Mental Health centres to support access and inclusion. The videos were sent to new patients before they attend their first appointment. They outlined their journey from arriving at the named centre, who they would meet at reception and give a tour of the therapy rooms as well as accessibility information such as ramps. The aim was to reduce anxiety and drop out rates before patients attended their first appointment. The videos have been well received especially by patients with additional needs or where English is not the first language.

Palliative Care - Recliner Chair, Pip Kits, Baby Monitors and Key Safes

Demand for the riser recliner chairs by families nursing a loved one with terminal illness at home has continued to grow so a third chair has been purchased. Feedback has been overwhelmingly positive with families expressing their sincere gratitude for the comfort this provides for their family member at this critical time.

The Chairty also replenished the Pip kits. Pip kits are a resource for children, young people and their families where a parent/carer has incurable cancer or is receiving end of life care. The resources help communicate what is happening to their loved one in an age appropriate way. We were able to purchase a new version for children aged 10-14.

The Chairty supplied 12x Motorola Nursery Baby Monitors with Microphone. The monitors are loaned to families/carers that provide care for end-of-life patients within their own homes. They support carers and the patients throughout the day and night. They provide reassurance and allow the carer to rest knowing that they can always hear the patient. It also reassures the patient knowing that they can call for assistance at any point of the day/night if left alone for any period. The monitors provide extra support for families of patients that are extremely distressed or vulnerable. They are particularly useful for lone carers within the home.

“We had a patient who had very little money and has 3 young children, husband had to work full time to financially support family. The patient needed a key safe fitting so carers could get into the house as the lady was bedbound and at great risk of falls. The family couldn`t afford to buy a key safe or pay for fitting therefore out of charitable funds it was agreed to supply and fit this to maintain patient safety.” Lesley Philips, Fast Track Nurse

Bike Project for Service Users

Many of our service users experience 'travel poverty'. They do not have the funds to travel around their locality by bus or train impacting on their physical and mental health by increasing social isolation or hampering their ability to attend medical appointments.

Providing bike bundles to service users within teams such as New Arrivals and Care Leavers, has provided opportunities for physical exercise, exploring their area, and attending medical appointments, education, or employment. Recipients also learn new cycling and maintenance skills via our relationship with Shipley Active Travel Hub (SATH) and Capital of Cycling (CoC).

Inpatient gifts

The Charity once again provided each patient at Lynfield Mount and Airedale Centre for Mental Health with an allowance to purchase a Christmas gift for a loved one, as well as providing each patient with a Christmas gift (Dove set and chocolates), fabulously wrapped by our willing Christmas elf's at New Mill, ready to be opened on Christmas morning.

Crisis Skills Bags

The project originally started in Nov 2020 with crisis skills bags made up of information and distraction toys and developed to include sleep hygiene tools for patients in mental health distress. An evaluation of the project by patients and staff showed the effectiveness of the bags, which led the team to think about sustainability. The team requested funding to create a box of tools for each member of staff, rather than continue to provide a limited number of tools for patients. This way staff can explore with patients a greater range of tools which may be helpful, which the patient can then source. The project is currently focused on IHTT in Airedale, with 26 staff, each with a case load of 30-50 patients per month.

Weighted Lap Pads

The school immunisation team currently deliver vaccinations in the school setting to all school aged children, a population of approximately 150,000 children. This includes the flu campaign for children aged 4-16, the HPV to year 8 children and the school leavers boosters are given to pupils in year 9. They offer clinical appointments to children that are having difficulty having their immunisation in the school setting, many of these children have additional needs. The team follow a desensitisation pathway utilising CBT strategy such as gradual exposure and education, offering alternative venues such as home visits, and using sensory and distraction equipment to enable children to receive their prescribed childhood vaccinations in a timely manner. The team already have a limited amount of sensory equipment they have sourced through the starlight charity, however following some training the teams attended the use of lap pads were recommended. The charity funded three sets of wipeable weighted lap pads. There are 2 sizes 1kg for younger children and then 2kg for teenagers/adults.

In total we received 55 applications, 4 were rejected, 2 withdrawn and 49 were accepted and funded as they met the charitable aims.

18. A Review of our Finances, Achievements and Performance

Statement of financial activities 2024/25

Recommended categories by activity Unrestricted funds Restricted income funds Total this year Total last year £ £ £ £ Incoming Resources Income and endowments from: Donations and legacies (including Gift Aid) 42,729 54,737 97,466 86,634 Grants 113,884 113,884 70,234 Investments 1,265 1,943 3,209 3,907 *Total* 43,994 170,565 214,559 160,775 *Resources Expended* Expenditure on: Charitable activities (17,222) (46,610) (63,832) (75,148) Separate material item of expense (3,347) (5,140) (8,486) (58,221) Fundraising (3,340) - (3,340) (16,291) *Total* (23,909) (51,750) (75,659) (149,660) *Net income/(expenditure)* 20,085 118,815 138,900 11,115 Total funds brought forward 71,714 107,497 179,211 168,096 *Total funds carried forward* 91,799 226,312 318,111 179,211 Statement of financial activities 2024/25	Recommended categories by activity Unrestricted funds Restricted income funds Total this year Total last year £ £ £ £ Incoming Resources Income and endowments from: Donations and legacies (including Gift Aid) 42,729 54,737 97,466 86,634 Grants 113,884 113,884 70,234 Investments 1,265 1,943 3,209 3,907 *Total* 43,994 170,565 214,559 160,775 *Resources Expended* Expenditure on: Charitable activities (17,222) (46,610) (63,832) (75,148) Separate material item of expense (3,347) (5,140) (8,486) (58,221) Fundraising (3,340) - (3,340) (16,291) *Total* (23,909) (51,750) (75,659) (149,660) *Net income/(expenditure)* 20,085 118,815 138,900 11,115 Total funds brought forward 71,714 107,497 179,211 168,096 *Total funds carried forward* 91,799 226,312 318,111 179,211 Statement of financial activities 2024/25	Recommended categories by activity Unrestricted funds Restricted income funds Total this year Total last year £ £ £ £ Incoming Resources Income and endowments from: Donations and legacies (including Gift Aid) 42,729 54,737 97,466 86,634 Grants 113,884 113,884 70,234 Investments 1,265 1,943 3,209 3,907 *Total* 43,994 170,565 214,559 160,775 *Resources Expended* Expenditure on: Charitable activities (17,222) (46,610) (63,832) (75,148) Separate material item of expense (3,347) (5,140) (8,486) (58,221) Fundraising (3,340) - (3,340) (16,291) *Total* (23,909) (51,750) (75,659) (149,660) *Net income/(expenditure)* 20,085 118,815 138,900 11,115 Total funds brought forward 71,714 107,497 179,211 168,096 *Total funds carried forward* 91,799 226,312 318,111 179,211 Statement of financial activities 2024/25	Recommended categories by activity Unrestricted funds Restricted income funds Total this year Total last year £ £ £ £ Incoming Resources Income and endowments from: Donations and legacies (including Gift Aid) 42,729 54,737 97,466 86,634 Grants 113,884 113,884 70,234 Investments 1,265 1,943 3,209 3,907 *Total* 43,994 170,565 214,559 160,775 *Resources Expended* Expenditure on: Charitable activities (17,222) (46,610) (63,832) (75,148) Separate material item of expense (3,347) (5,140) (8,486) (58,221) Fundraising (3,340) - (3,340) (16,291) *Total* (23,909) (51,750) (75,659) (149,660) *Net income/(expenditure)* 20,085 118,815 138,900 11,115 Total funds brought forward 71,714 107,497 179,211 168,096 *Total funds carried forward* 91,799 226,312 318,111 179,211 Statement of financial activities 2024/25
(17,222) (3,347) (3,340) (23,909)	(46,610) (5,140) - (51,750)	(63,832) (8,486) (3,340) (75,659)	(75,148) (58,221) (16,291) (149,660)

20,085	118,815	138,900	11,115
71,714	107,497	179,211	168,096
91,799	226,312	318,111	179,211

The charity continues to rely on donations, legacies and investment income as the main sources of income.

Balance sheet 2024/25

Unrestricted funds Restricted income funds Total this year Total last year £ £ £ £ Current assets Debtors 4,265 1,2745,539 5,227 Cash at bank and in hand 92,347 243,036335,382 181,312 96,612 244,310 340,921 186,538 Creditors: amounts falling due within one year 4,813 17,997 22,810 7,327 *Total Net Assets or Liabilities* 91,799 226,312 318,111 179,211 Funds of the Charity Restricted income funds 226,312226,312 107,497 Unrestricted funds 91,799 91,799 71,714 *Total Funds* 91,799 226,312 318,111 179,211 Balance sheet 2024/25	Unrestricted funds Restricted income funds Total this year Total last year £ £ £ £ Current assets Debtors 4,265 1,2745,539 5,227 Cash at bank and in hand 92,347 243,036335,382 181,312 96,612 244,310 340,921 186,538 Creditors: amounts falling due within one year 4,813 17,997 22,810 7,327 *Total Net Assets or Liabilities* 91,799 226,312 318,111 179,211 Funds of the Charity Restricted income funds 226,312226,312 107,497 Unrestricted funds 91,799 91,799 71,714 *Total Funds* 91,799 226,312 318,111 179,211 Balance sheet 2024/25	Unrestricted funds Restricted income funds Total this year Total last year £ £ £ £ Current assets Debtors 4,265 1,2745,539 5,227 Cash at bank and in hand 92,347 243,036335,382 181,312 96,612 244,310 340,921 186,538 Creditors: amounts falling due within one year 4,813 17,997 22,810 7,327 *Total Net Assets or Liabilities* 91,799 226,312 318,111 179,211 Funds of the Charity Restricted income funds 226,312226,312 107,497 Unrestricted funds 91,799 91,799 71,714 *Total Funds* 91,799 226,312 318,111 179,211 Balance sheet 2024/25	Unrestricted funds Restricted income funds Total this year Total last year £ £ £ £ Current assets Debtors 4,265 1,2745,539 5,227 Cash at bank and in hand 92,347 243,036335,382 181,312 96,612 244,310 340,921 186,538 Creditors: amounts falling due within one year 4,813 17,997 22,810 7,327 *Total Net Assets or Liabilities* 91,799 226,312 318,111 179,211 Funds of the Charity Restricted income funds 226,312226,312 107,497 Unrestricted funds 91,799 91,799 71,714 *Total Funds* 91,799 226,312 318,111 179,211 Balance sheet 2024/25
4,265 1,274	4,265 1,274	5,539	5,227
92,347 243,036	92,347 243,036	335,382	181,312
96,612	244,310	340,921	186,538

4,813	17,997	22,810	7,327

91,799	226,312	318,111	179,211

	226,312	226,312	107,497
91,799		91,799	71,714
91,799	226,312	318,111	179,211

19. Investments

The corporate trustee previously invested a proportion of its charitable funds with JP Morgan in their UK Equity Fund and the Bond Fund for Charities. The Trust was notified in 2016/17 by J P Morgan of their intention to wind up The UK Equity Fund for Charities and The Bond Fund for Charities. J P Morgan had stated the reason for winding up the funds was that for a number of years the Fund had failed to attract a significant level of assets and in recent years has suffered outflows resulting in a substantial reduction in the amount of assets under management. Furthermore, it is not believed that substantial assets will be attracted in the future.

Over recent years the Trust has explored a number of options in relation to the future investment of the funds and the investment portfolios available. In considering the options the Trust will always seek to balance ethical considerations and risk. Investment constraints include companies manufacturing alcoholic and tobacco products and any others which may bring criticism to the Trust in its health promotion and educational roles. At the charitable fund committee meetings held during 2020/21 it was suggested that investments should be kept under review in the light of plans to develop that charity over the coming years. This continues to be the annual approach for the charitable funds committee.

20. Reserves

It is the responsibility of the Corporate Trustee to ensure that the funds are managed according to the regulations laid down by the Charity Commission.

Charitable Funds should only maintain balances which are reasonable in relation to the normal level of income and expenditure. As a guide, the Charity Commission recommends that balances should represent 3-5 years' worth of expenditure, thus reflecting the view that people donate money to be spent rather than saved.

The Corporate Trustee encourages the use of balances so that the service user, staff and carers of Bradford District Care NHS Foundation Trust can see the benefit of these donations.

21. Related Party Transactions

The charity has related party transactions with Bradford District Care NHS Foundation Trust who administer the funds on behalf of the charity. These services are provided under a service level agreement.

On an annual basis, the Charitable Funds Committee review and approve any changes to the cost of administering the funds on behalf of the charity that reflects the current resource input in supporting the daily running and statutory reporting for the Charity. In 2024/25 the Corporate Trustees supported the approval of a subsidy for 12 months to the Trusts charity, to continue to provide time for the charity to embed its growth strategy. The support was for the core management and overhead charges for the charity, including finance administration support.

22. The Future Vision of the Charity

The Charity has seen growth this year in the engagement of staff and supporters with greater traction for fundraising activities and events. The charity has also focused more on the activities it supports to ensure robust decision-making processes to ensure it is having the greatest impact with its resources. 2025/26 already has an exciting programme of fundraising events in the diary, building on the success of previous years with the Golf Day, Dragon Boat, and quiz nights, as well as introducing and testing new income generating opportunities. In 2025 the Charity will launch its new Charity Strategy, setting the ambition for continuing growth and impact for the next 3 years.

23. Comment from the Trustee

On behalf of the staff and patients who have benefited from improved services due to donations and legacies, the corporate trustee would like to thank all patients, relatives, carers and staff who have made charitable donations.

24. Statement of Trustee’s responsibilities in respect of the Trustee’s annual report and the financial statements

Under the trust deed of the charity and charity law, the trustee is responsible for preparing the Trustee’s Annual Report and the financial statements in accordance with applicable law and regulations. The trustee has elected to prepare the financial statements in accordance with UK Accounting Standards, including FRS 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland.

The financial statements are required by law to give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources for that period.

In preparing these financial statements, the trustees are required to:

select suitable accounting policies and then apply them consistently;
observe the methods and principles in the Charities SORP 2019 (FRS 102);
make judgements and estimates that are reasonable and prudent;
state whether applicable accounting standards have been followed
prepare the financial statements on the going concern basis unless it is inappropriate to presume
that the charity will continue in operation.

The trustee is responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustee is responsible for the maintenance and integrity of the charity and financial information included on the charity’s website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

By Order of the Trustee

Signed:

Dr Linda Patterson Chair

Therese Patten Chief Executive

Annual Accounts

for the period

Period start date	1st April 2024 Period end date ~~[ittt~*s~‘zCq~~	1st April 2024 Period end date ~~[ittt~*s~‘zCq~~	1st April 2024 Period end date ~~[ittt~*s~‘zCq~~	1st April 2024 Period end date ~~[ittt~*s~‘zCq~~	31st March 2025 ~~[ti ists—i‘CSsi*z~~	31st March 2025 ~~[ti ists—i‘CSsi*z~~	31st March 2025 ~~[ti ists—i‘CSsi*z~~	31st March 2025 ~~[ti ists—i‘CSsi*z~~
Charity Name		Bradford District Care Foundation				Charity No	1130011
		Trust Charitable Fund				(if any)

Section A: Statement of financial activities

		Unrestricted	Restricted	Endowment	Total this	Total last
Recommended categories by activity	Details of own analysis	funds	income funds	funds	year	year
		£	£	£	£	£
Incoming Resources (Note 3)		F01	F02	F03	F04	F05
Income and endowments from:
Donations and legacies (including Gift Aid)		42,729 54	729 54,737		97,466	86,634
Grants			113,884		113,884	70,234
Other trading activities
					-	-
Investments		1,265 1	265 1,943		3,209	3,907
*Total*		43,994 170	994 170,565 - 214	565 - 214	565 - 214,559 160	559 160,775
*Resources Expended (Note 4)*
Expenditure on:
Trading Activities
					-	-
Charitable activities		- 17,222 - 46	222 - 46,610		- 63,832	- 75,148
Separate material item of expense		- 3,347 - 5	347 - 5,140		- 8,486	- 58,221
Fundraising		- 3,340			- 3,340	- 16,291
*Total*		- 23,909 - 51	909 - 51,750 - - 75	750 - - 75	750 - - 75,659 - 149	659 - 149,660

*Net income/(expenditure) before investment gains/(losses)*	*Net income/(expenditure) before investment gains/(losses)*	20,085 118	085 118,815 - 138	815 - 138	815 - 138,900 11	900 11,115
Net gains/(losses) on investments					-	-
*Net income/(expenditure)*		20,085 118	085 118,815 - 138	815 - 138	815 - 138,900 11	900 11,115
Extraordinary Items					-
Transfers between funds					-	-
Other recognised gains/(losses):
Other gains (losses)				-	-
*Net movement in funds*		20,085 118	085 118,815 - 138	815 - 138	815 - 138,900 11	900 11,115

*Reconciliation of Funds*
Total funds brought forward		71,714 107	714 107,497		179,211	168,096
*Total funds carried forward*		91,799 226	799 226,312 - 318	312 - 318	312 - 318,111 179	111 179,211

The accompanying notes form part of these financial statements

Page 1 of 17

Section B: Balance sheet [

Section B: Balance sheet ~~[~~	~~[~~	~~[~~	~~[~~	~~[~~	~~[~~
	Unrestricted	Restricted	Endowment
	funds	income funds	funds	Total this year	Total last year
	£	£	£	£	£
Fixed assets	F01	F02	F03	F04	F05
Intangible Assets				-
Tangible Assets				-
Heritage Assets				-
Investments				-
*Total fixed assets*	- - - - -	- - - - -	- - - - -	- - - - -	- - - - -
Current assets
Stocks				-	-
Debtors (Note 8)	4,265 1	265 1,274		5,539	5,227
Investments				-	-
Cash at bank and in hand (Note 11)	92,347 243	347 243,036		335,382	181,312
*Total current assets*	96,612 244	612 244,310 - 340	310 - 340	310 - 340,921 186	921 186,538
Creditors: amounts falling due within one year (Note 9)	4,813 17 ~~ee~~	813 17,997 ~~ee~~		22,8107,327 ~~ee~~
*Net current assets/(liabilities)* *Total assets less current liabilities*	91,799 226,312 - 318,111 179,211 91,799 226,312 - 318,111 179,211 ~~Po~~ ~~Po~~
Creditors: amounts falling due after one
year (Note 9)				-
Provisions for liabilities				-
*Total Net Assets or Liabilities* Funds of the Charity	91,799 226 ~~ee~~	799 226,312 - 318	312 - 318	312 - 318,111 179	111 179,211
Endowment funds				-	-
Restricted income funds (Note 14)		226,312		226,312	107,497
Unrestricted funds (Note 14)	91,799			91,799	71,714
Revaluation Reserve				-	-
*Total funds*	91,799 226	799 226,312 - 318	312 - 318	312 - 318,111 179	111 179,211

Signed by two trustees on behalf of all the trustees

Signature ~~eels~~	Print Name ~~eels~~	Date of approval ~~eels~~
~~er~~	Therese Patten ~~er~~	27.11.25 ~~er~~
~~ee~~	Dr Linda Patterson ~~ee~~	27.11.25 ~~ee~~

Page 2 of 17

Section C Notes to the accounts

Note 1: Basis of preparation

This section should be completed by all charities .

1.1 Basis of accounting

These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts.

The accounts have been prepared in accordance with:

the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in • and with ü accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued on 16 July 2014 • and with the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102)

and with the Charities Act 2011.

The charity constitutes a public benefit entity as defined by FRS 102.*

ü

- Tick as appropriate

1.2 Going Concern

If there are material uncertainties related to events or conditions that cast significant doubt on the charity’s ability to continue as a going concern, please provide the following details or state “Not applicable”, if appropriate:

An explanation as to those factors that support the conclusion that the charity is a going concern;	The financial statements have been prepared on a going concern basis which the Trustees consider to be appropriate for the following reasons; The business model of the charity is such that its charitable activities are limited to those which it has sufficient funds to support from the excess of funding received over the costs of administering the charity. The charity therefore has no specific commitments and no committed costs beyond its fixed costs of operation. On an annual basis, the Charitable Funds Committee review and approve any changes to the cost of administering the funds on behalf of the charity that reflects the current resource input in supporting the daily running and statutory reporting for the Charity. In 2024/25 the Corporate Trustees supported the approval of a subsidy for 12 months to the Trusts charity, to continue to provide time for the charity to embed its growth strategy. The support was for the core management and overhead charges for the charity, including finance administration support. The Trustees have reviewed the Three Year Charity Strategy for the financial year 2025/26 and for a period of 12 months from the date of approval of these financial statements and confirm that the charity will have sufficient funds to meet its liabilities as they fall due for that period. Consequently, the Trustees are confident that the charity will have sufficient funds to continue to meet its liabilities as they fall due for at least 12 months from the date of approval of the financial statements.

Disclosure of any uncertainties that make the going concern assumption doubtful;	Not applicable

Where accounts are not prepared on a going concern basis, please disclose this fact together with the basis on which the trustees prepared the accounts and the reason why the charity is not regarded as a going concern.	Not applicable

Page 3 of 17

Section C Notes to the accounts (cont)

1.3 Change of accounting policy

The accounts present a true and fair view and the accounting policies adopted are those outlined in note 1.1.

Yes No *Please disclose:*	P	P

*(i) the nature of the change in accounting policy;*		Not Applicable
*(ii) the reasons why applying the new* *accounting policy provides more reliable and* *more relevant information;*		Not Applicable
*(iii) the amount of the adjustment for each line* *affected in the current period, each prior period* *presented and the aggregate amount of the* *adjustment relating to periods before those* *presented, 3.44 FRS 102 SORP.*		Not Applicable

1.4 Changes to accounting estimates

No changes to accounting estimates have occurred in the reporting period (3.46 FRS 102 SORP).

Yes No *Please disclose:*	P	P

*(i) the nature of any changes;*		Not Applicable
*(ii) the effect of the change on income and* *expense or assets and liabilities for the current* *period*		Not Applicable
*(iii) where practicable, the effect of the change* *in one or more future periods.*		Not Applicable

Page 4 of 17

Section C Notes to the accounts (cont)

1.5 Material prior year errors

No material prior year error have been identified in the reporting period (3.47 FRS 102 SORP).

Yes No *Please disclose:*	P	P

*(i) the nature of the prior period error;*		Not Applicable
*(ii) for each prior period presented in the* *accounts, the amount of the correction for each* *account line item affected;*		Not Applicable
*(iii) the amount of the correction at the* *beginning of the arliest prior period presented* *in the accounts.*		Not Applicable

Page 5 of 17

Section C Notes to the accounts (cont)

Note 2: Accounting policies

Please complete this note when first reporting under FRS2102. Section 35 of FRS102, requires 3 reconciliations to be presented, if all are applicable.

2.1 Reconciliation with previous generally accepted accounting practice

Please provide a description of Not applicable, the Charity has adopted FRS 102 since 2015/16 the nature of each change in accounting policy

Reconcilation of funds per previous GAAP to funds determined under FRS 102

Start of period End of period £ £ Fund balances as previously stated Adjustments: Fund balance as restated 0 0

Reconcilation of net income/(net expenditure) per previous GAAP to net income/(net expenditure) under FRS 102

End of period £ Net income/(expenditure) as previously stated Adjustments: Previous period net income/(expenditure) as restated 0

Page 6 of 17

Section C Notes to the accounts (cont)

2.2 Income

This standard list of accounting policies has been applied by the charity except for those ticked “No” or “N/a”. Where a different or additional policy has been adopted then this is detailed in the box below.

Yes No N/A	Yes No N/A	Yes No N/A
P
Yes No N/A
P
Yes No N/A
P
Yes No N/A
P
Yes No N/A
P
Yes No N/A
	P
Yes No N/A
P
Yes No N/A
		P
Yes No N/A
		P
Yes No N/A
		P
Yes No N/A
		P
Yes No N/A
		P
Yes No N/A
		P
Yes No N/A
		P

Page 7 of 17

Donated services and facilities that are consumed immediately are recognised as income with an equivalent amount recognised as an expense under the appropriate heading in the SOFA. Support costs The charity has incurred expenditure on support costs. Volunteer help The value of any voluntary help received is not included in the accounts but is described in the trustees’ annual report. Income from interest, This is included in the accounts when receipt is probable and the amount royalties and dividends receivable can be measured reliably. Income from membership Membership subscriptions received in the nature of a gift are recognised in subscriptions Donations and Legacies. Membership subscriptions which gives a member the right to buy services or other benefits are recognised as income earned from the provision of goods and services as income from charitable activities. Settlement of insurance Insurance claims are only included in the SoFA when the general income claims recognition criteria are met (5.10 to 5.12 FRS 102 SORP) and are included as an item of other income in the SoFA. Investment gains and losses This includes any realised or unrealised gains or losses on the sale of investments and any gain or loss resulting from revaluing investments to market value at the end of the year.	Yes No N/A	Yes No N/A	Yes No N/A
			P
	Yes No N/A
	P
	Yes No N/A
			P
	Yes No N/A
	P
	Yes No N/A
			P
	Yes No N/A
			P
	Yes No N/A
			P
	Yes No N/A
			P

Page 8 of 17

Section C Notes to the accounts (cont)

2.3 Expenditure and liabilities

Liability recognition Liabilities are recognised where it is more likely than not that there is a legal or constructive obligation committing the charity to pay out resources and the amount of the obligation can be measured with reasonable certainty. Governance and support Support costs have been allocated between governance costs and other costs support. Governance costs comprise all costs involving public accountability of the charity and its compliance with regulation and good practice. Support costs include central functions and have been allocated to activity cost categories on a basis consistent with the use of resources, eg allocating property costs by floor areas, or per capita, staff costs by the time spent and other costs by their usage. Grants with performance Where the charity gives a grant with conditions for its payment being conditions a specific level of service or output to be provided, such grants are only recognised in the SoFA once the recipient of the grant has provided the specified service or output. Grants payable without Where there are no conditions attaching to the grant that enables the donor performance conditions charity to realistically avoid the commitment, a liability for the full funding obligation must be recognised. Redundancy cost The charity made no redundancy payments during the reporting period. Deferred income No material item of deferred income has been included in the accounts. Creditors The charity has creditors which are measured at settlement amounts less any trade discounts Provisions for liabilities A liability is measured on recognition at its historical cost and then subsequently measured at the best estimate of the amount required to settle the obligation at the reporting date Basic financial instruments The charity accounts for basic financial instruments on initial recognition as per paragraph 10.7 FRS 102 SORP. Subsequent measurement is as per paragraphs 11.17 to 11.19, FRS 102 SORP.	Yes No N/A	Yes No N/A	Yes No N/A
	P
	Yes No N/A
	P
	Yes No N/A
	P
	Yes No N/A
			P
	Yes No N/A
			P
	Yes No N/A
	P
	Yes No N/A
	P
	Yes No N/A
	P
	Yes No N/A
			P
	Yes No N/A
	P

Page 9 of 17

Section C Notes to the accounts (cont)

2.4 Assets

Tangible fixed assets for use These are capitalised if they can be used for more than one year, and cost at least by charity They are valued at cost. The depreciation rates and methods used are disclosed. Intangible fixed assets The charity has intangible fixed assets, that is, non-monetary assets that do not have physical substance but are identifiable and are controlled by the charity through custody or legal rights. The amortisation rates and methods used are disclosed. They are valued at cost. Heritage assets The charity has heritage assets, that is, non-monetary assets with historic, artistic, scientific, technological, geophysical or environmental qualities that are held and maintained principally for their contribution to knowledge and culture. The depreciation rates and methods used are disclosed. They are valued at cost. Investments Fixed asset investments in quoted shares, traded bonds and similar investments are valued at initially at cost and subsequently at fair value (their market value) at the year end. The same treatment is applied to unlisted investments unless fair value cannot be measured reliably in which case it is measured at cost less impairment. Investments held for resale or pending their sale and cash and cash equivalents with a maturity date of less than 1 year are treated as current asset investments Stocks and work in progress Stocks held for sale as part of non-charitable trade are measured at the lower or cost or net realisable value. Goods or services provided as part of a charitable activity are measured at net realisable value based on the service potential provided by items of stock. Work in progress is valued at cost less any foreseeable loss that is likely to occur on the contract. Debtors Debtors (including trade debtors and loans receivable) are measured on initial recognition at settlement amount after any trade discounts or amount advanced by the charity. Subsequently, they are measured at the cash or other consideration expected to be received. Current asset investments The charity has investments which it holds for resale or pending their sale and cash and cash equivalents with a maturity date less than one year. These include cash on deposit and cash equivalents with a maturity date of less than one year held for investment purposes rather than to meet short term cash commitments as they fall due. They are valued at fair value except where they qualify as basic financial instruments	£5,000	£5,000	£5,000
	Yes No N/A
			P
	Yes No N/A
			P
	Yes No N/A
			P
	Yes No N/A
			P
	Yes No N/A
			P
	Yes No N/A
			P
	Yes No N/A
			P
	Yes No N/A
			P
	Yes No N/A
			P
	Yes No N/A
			P
	Yes No N/A
	P
	Yes No N/A
			P
	Yes No N/A
			P

Page 10 of 17

Section C Notes to the accounts (cont)

Note 3: Analysis of Income

Analysis Unrestricted Restricted Endowment Total Prior year funds income funds funds funds funds £ £ £ £ £	Analysis Unrestricted Restricted Endowment Total Prior year funds income funds funds funds funds £ £ £ £ £	Analysis Unrestricted Restricted Endowment Total Prior year funds income funds funds funds funds £ £ £ £ £	Analysis Unrestricted Restricted Endowment Total Prior year funds income funds funds funds funds £ £ £ £ £	Analysis Unrestricted Restricted Endowment Total Prior year funds income funds funds funds funds £ £ £ £ £	Analysis Unrestricted Restricted Endowment Total Prior year funds income funds funds funds funds £ £ £ £ £
General grants provided by government/other charities		113,884		113,884	70,234
Donations andgifts - General	41,709	16,050		57,759	85,935
Gift Aid	1,020	597		1,616	699
Legacies		38,091		38,091	0
Membership subscriptions and sponsorships which are in substance donations				0	0
Donatedgoods,facilities and services				0	0
Other				0	0
Total	42,729	168,621	0	211,350	156,868

				0
Total	0	0	0	0	0

				0	0

Total	0	0	0	0	0

Interest income	1,265	1,943		3,209	3,907
Dividend income				0
Rental and leasingincome				0
Other				0
Total	1,265	1,943	0	3,209	3,907

				0
Total	0	0	0	0	0

Conversion of endowment funds into income				0
~~Gain on disposal of a tangible fixed~~ asset held for charity’s own use				0
Gain on disposal of a programme related investment				0
Royalties from the exploitation of intellectualpropertyrights				0
Other				0
Total	0	0	0	0	0
Total income
	43,994 170,565 0 214,559 160,775



Within the income items above the following items are material: (please disclose the nature, amount and any prior year amounts)	Grants Received in 2024/25: NHS Charities Together - School Health Hub - £97,634 Sovereign Healthcare - Pergola at Lynfield Mount Hospital - £10,000 ESH Group - Bike Bundles - £5,000 Ilkley Round Table - EIP Fund - £750 Morley Glass Green Vision Fund - £500 Other significant income received: Legacy - Dr George Hollingworth - £38,091 Sovereign Healthcare - Employee Training - £8,000

Page 11 of 17

Section C Notes to the accounts (cont)

Note 4: Analysis of Expenditure

Analysis Unrestricted Restricted Endowment Total Prior year funds income funds funds funds funds £ £ £ £ £	Analysis Unrestricted Restricted Endowment Total Prior year funds income funds funds funds funds £ £ £ £ £	Analysis Unrestricted Restricted Endowment Total Prior year funds income funds funds funds funds £ £ £ £ £	Analysis Unrestricted Restricted Endowment Total Prior year funds income funds funds funds funds £ £ £ £ £	Analysis Unrestricted Restricted Endowment Total Prior year funds income funds funds funds funds £ £ £ £ £	Analysis Unrestricted Restricted Endowment Total Prior year funds income funds funds funds funds £ £ £ £ £
CharityBall	1,194			1,194	13,673
Just GivingFees	216			216	216
Annual Golf Day	1,716			1,716	2,402
Great North Run	74			74
Firewalk	140			140
Total expenditure on raising funds	3,340	0	0	3,340	16,291

Palliative Care Services		2,051		2,051	3,573
Christmas Decorations / Gifts for Inpatients		1,551		1,551	3,044
Dragon Boat Races Event	1,110			1,110	1,200
Other Miscellaneous Expenditure	1,694	168		1,862	2,851
Staff Training - Sovereign Health Care		2,654		2,654	2,073
Charity Development Grant - Additional Capacity- NHSCT	6,120	3,095		9,215	20,144
CAMHS Intervention		2,760		2,760	1,640
Better LivesQuiz Nights	1,904			1,904	1,150
New Pergola at Lynfield Mount Hospital		10,320		10,320	0
Keith Howard Foundation Project		18,633		18,633	0
MorleyGlass Fund Project		378		378	0
ESH GroupProject		5,000		5,000	0
Walkthrough Videos	1,416			1,416	0
Membership of the West and North Yorkshire Chamber of Commerce	460			460	0
Digital training- School Nursing	4,200			4,200	0
NHSCT conference	318			318	0
Supplies for Pet Rabbit at Lynfield Mount Hospital				0	1,043
Supplies for Patient Run Coffee Shop at Airedale Centre for MH				0	694
Masonic Fore Fund				0	12,645
Lottery Community Fund/ VIP Red BagProject				0	8,052
Sport England Fund				0	12,263
CommunityDental Services				0	1,193
iCare Awards				0	1,083
Thanks a Bunch Scheme				0	2,500
Total expenditure on charitable activities	17,222	46,610	0	63,832	75,148

Admin costs of BDCT staff plus expenses	980	1,506		2,486	50,771
Audit Fee	2,366	3,634		6,000	5,700
Membership of NHS Charities Together				0	1,750
Total	3,347	5,140	0	8,486	58,221

Transfer Between Funds				0
Total other expenditure	0	0	0	0	0
Total expenditure
	23,909 51,750 0 75,659 149,660

Page 12 of 17

Section C Notes to the accounts (cont)

Note 5: Support Costs

Please provide details of the accounting policy adopted for the apportionment of costs between activities and any estimation techniques used to calculate their apportionment.

There are no supports costs in 2024/25. If the charity did incur support costs, these would apportioned between the funds based on the average fund balances through the year, consistent with how the Interest Received is apportioned.

Note 6: Details of certain items of expenditure

6.1 Fees for examination of the accounts

Independent examiner’s fees

This year Last year £ £ 6,000 5,700

Note 7: Paid employees

There were no employees paid by the charity in 2024/25

Page 13 of 17

Section C Notes to the accounts (cont)

Note 8: Debtors and Prepayments

8.1 Analysis of debtors

8.1 Analysis of debtors
Trade debtors Prepayments and accrued income Other debtors Tota	This year £	Last year £

	5,432	5,029
	107	198
	l 5,539	5,227

8.2 Analysis of debtors recoverable in more than 1 year (included in debtors above)

Trade debtors Prepayments and accrued income Other debtors

Tota	This year £	Last year £



	l 0	0

Note 9: Creditors and accruals

Amounts falling due within oneyear	Amounts falling due within oneyear	Amounts falling due after more than oneyear	Amounts falling due after more than oneyear
Thisyear	Lastyear	Thisyear	Lastyear
£	£	£	£


22,810	7,327




l 22,810	7,327	0	0

Page 14 of 17

Section C Notes to the accounts (cont)

Note 10: Other disclosures for debtors, creditors and other basic financial instruments

10.1 Please provide information about the significance of financial instruments (eg. debtors, creditors, investments etc) to the charity’s financial position or performance, for example, the terms and conditions of loans or the use of hedging to manage financial risk.

The only significant creditors at 31st March 2025 are £11,700 owing to SSC for External Audit services, and £11,110 for various purchases made in March. These will be paid in 2025/26 from existing cash reserves, and are therefore considered low risk. Payment of fees for year 1 (2023/24) of the audit contract, were paid in May 2025.

Note 11: Cash at bank and in hand

Short term cash investments (less than 3 months maturity date) Short term deposits Cash at bank and on hand Other Total

==> picture [142 x 88] intentionally omitted <==

----- Start of picture text -----
This year Last year
£ £
335,382 181,312
335,382 181,312
----- End of picture text -----

Note 12: Fair value of assets and liabilities

12.1 Please provide details of the charity’s exposure to credit risk (the risk of incurring a

loss due to a debtor not paying what is owed), liquidity risk (the risk of not being able to meet short term financial demands) and market risk (the risk that the value of an investment will fall due to changes in the market) arising from financial instruments to which the charity is exposed at the end of the reporting period and explain how the charity manages those risks.

There are two significant income accruals at 31st March 2025, which are £1,667 relating to the staff lottery donations, which will be paid over by Bradford Teaching Hospitals NHS in 2025/26, and £2,584 relating to an ongoing Gift Aid claim that has been submitted to HMRC. There is also £107 worth of donations which were donated in March 2025 but not received until April 2025. These are all considered low risk.

As detailed in note 10.1 all creditors (and any other commitments) can be paid from cash reserves, so there is no exposure to liquidity risk.

The Charity has no investments at 31st March 2025 so there is no exposure to market risk.

Note 13: Events after the end of the reporting period

There are no event after the end of the reporting period

Page 15 of 17

Section C Notes to the accounts (cont)

Note 14: Charity funds

14.1 Details of material funds held and movements during the CURRENT reporting period

Fund names	Type PE, EE, R or UR*	Fund balances brought forward £	Income £	Expenditure £	Transfers/ Mergers £	Gains and Losses £	Fund balances carried forward £
Renee Milner - Legacy	R	6,056	91	-242			5,906
ReevyRoad West	R	3,723	56	-148			3,631
General Fund	U	71,714	43,994	-23,909			91,799
Palliative Care Services	R	19,900	637	-2,809			17,728
Sovereign Healthcare Training	R	29,873	18,458	-14,186			34,145
Joyce Williamson - Legacy	R	796	12	-32			776
Inpatient Services	R	1,447	1,392	-1,802			1,036
NHST Stage 3 Fund/ CHMST Discharge Project	R	10,211	154	-407			9,957
CharityDevelopment Grant - Extra Capacity	R	3,540	23	-3,155			408
LotteryCommunityFund/ VIP Red BagProject	R	808	12	-32			788
CAMHS Intervention	R	7,422	95	-3,012			4,505
Keith Howard Foundation Fund	R	23,722	264	-19,330			4,655
Dr George Hollingworth LegacyFund	R	0	38,206	-304			37,902
EIP Fund	R	0	7,734	-126			7,608
MorleyGlass Fund	R	0	503	-386			117
ESH Group	R	0	5,000	-5,000			0
School Health Hub	R	0	97,928	-779			97,150
Total Funds		179,211	214,559	-75,659	0	0	318,111

14.2 Details of material funds held and movements during the PREVIOUS reporting period

Fund names	Type PE, EE, R or UR*	Fund balances brought forward £	Income £	Expenditure £	Transfers/ Mergers £	Gains and Losses £	Fund balances carried forward £
Renee Milner - Legacy	R	8,136	155	-2,235			6,056
ReevyRoad West	R	5,001	95	-1,373			3,723
General Fund	U	47,674	55,091	-30,617	-434		71,714
Palliative Care Services	R	31,111	568	-11,778			19,900
Sovereign Healthcare Training	R	24,606	15,569	-10,303			29,873
Joyce Williamson - Legacy	R	1,070	20	-294			796
Inpatient Services	R	6,538	1,161	-6,252			1,447
Covid-19 Private Donations	R	270	5	-75	-201		0
Covid -19 NHS Charities Together	R	243	5	-66	-182		0
Green Social PrescribingGrant Scheme	R	123	2	-33	-92		0
Morrisons Foundations Grant	R	439	8	-121	-326		0
NHST Stage 3 Fund/ CHMST Discharge Project	R	13,716	261	-3,766			10,211
CharityDevelopment Grant - Extra Capacity	R	29,169	408	-26,037			3,540
Masonic Care Fund	R	0	12,726	-13,582	856		0
Sport England Fund	R	0	12,626	-13,005	379		0
LotteryCommunityFund/ VIP Red BagProject	R	0	10,083	-9,275			808
Imagination Ball	R	0	16,827	-16,827			0
CAMHS Intervention	R	0	10,070	-2,648			7,422
Keith Howard Foundation Fund	R	0	25,095	-1,373			23,722
Total Funds		168,096	160,775	-149,660	0	0	179,211

Page 16 of 17

Section C Notes to the accounts (cont)

Note 15: Transactions with trustees and related parties

15.1 Transaction(s) with trustees

None of the trustees have been paid any remuneration or received any other benefits 1 from an employment with their charity or a related entity (True or False)

15.2 Transaction(s) with related parties

Please give details of any transaction undertaken by (or on behalf of) the charity in which a related party has a material interest, including where funds have been held as agent for related parties. If there are no such transactions, please enter ‘true’ in the box provided.

There have been no related party transactions in the reporting period (True or False)	There have been no related party transactions in the reporting period (True or False)	There have been no related party transactions in the reporting period (True or False)	1	1	1	1
Name of the trustee or related party	Relationship to charity	Description of the transaction(s)	Amount	Balance at period end	Provision for bad debts at period end	Amounts written off during reporting period
			£	£	£	£
Bradford District Care NHS Foundation Trust		Financial, fundraising and administrative services provided to the charity - No charges in 2024/25 (see note 1.2)		0	0	0

Note 16: Additional disclosures -events after the end of the reporting period

Page 17 of 17

Independent auditor’s report to the Trustee of Bradford District Care Foundation Trust Charitable Fund (“the Charity”)

Opinion

We have audited the financial statements of Bradford District Care Foundation Trust Charitable Fund (“the charity”) for the year ended 31 March 2025 which comprise the Statement of Financial Activities, Balance Sheet, and related notes, including the accounting policies in note 1. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).

In our opinion the financial statements:

give a true and fair view of the state of the charities’ affairs as at 31 March 2025 and of its incoming resources and application of resources, including its income and expenditure, for the year then ended;
have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice; and
have been prepared in accordance with the requirements of the Charities Act 2011.

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the auditor responsibilities for the audit of the financial statements section of our report. We are independent of the charity in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Going concern

In auditing the financial statements, we have concluded that the trustee’s use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charity's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the trustee with respect to going concern are described in the relevant sections of this report.

Other information

The trustee is responsible for the other information, which comprises the Trustee’s Annual Report. Our opinion on the financial statements does not cover the other information and, accordingly, we do not express an audit opinion or, except as explicitly stated below, any form of assurance conclusion thereon.

Independent auditor’s report to the Trustee of Bradford District Care Foundation Trust Charitable Fund (“the Charity”)

Our responsibility is to read the other information and, in doing so, consider whether, based on our financial statements audit work, the information therein is materially misstated or inconsistent with the financial statements or our audit knowledge. We are required to report to you if:

based solely on that work, we have identified material misstatements in the other information; or
in our opinion, the information given in the Trustee’s Annual Report is inconsistent in any material respect with the financial statements.

We have nothing to report in these respects.

Matters on which we are required to report by exception

We have nothing to report in respect of the following matters in relation to which the Charities (Accounts and Reports) Regulations 2008 require us to report to you if, in our opinion:

the information given in the trustee’s report is inconsistent in any material respect with the financial statements; or
sufficient accounting records have not been kept; or
the financial statements are not in agreement with the accounting records; or
we have not received all the information and explanations we require for our audit.

Trustee’s responsibilities

As explained more fully in the trustee’s responsibilities statement set out on page 25, the trustee is responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the trustee is responsible for assessing the charity’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustee either intend to liquidate the charity or to cease operations, or have no realistic alternative but to do so.

Auditor responsibilities for the audit of the financial statements

We have been appointed as auditor under section 1443 of the Charities Act 2011 and report in accordance with the Act and relevant regulations made or having effect thereunder.

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be

Independent auditor’s report to the Trustee of Bradford District Care Foundation Trust Charitable Fund (“the Charity”)

expected to influence the economic decisions of users taken on the basis of these financial statements.

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

Identifying and responding to risks of material misstatement due to fraud

To identify risks of material misstatement due to fraud we assessed events or conditions that could indicate an incentive or pressure to commit fraud or provide an opportunity to commit fraud.

Our risk assessment procedures included:

Enquiring of management and inspection of policy documentation as to the Charity’s high-level policies and procedures to prevent and detect fraud, as well as whether they have knowledge of any actual, suspected or alleged fraud.
Reading Charitable fund committee minutes.
Using analytical procedures to identify any unusual or unexpected relationships.

We communicated identified fraud risks throughout the audit team and remained alert to any indications of fraud throughout the audit.

As required by auditing standards, we performed procedures to address the risk of management override of controls and the risk of fraudulent income recognition and the risk that Charity’s management may be in a position to make inappropriate accounting entries.

We did not identify any additional fraud risks.

We performed procedures including:

Identifying journal entries to test based on risk criteria and comparing the identified entries to supporting documentation. These included those posted to unusual accounts.
Sample testing income items and agreeing to supporting documentation or evidence.
Identifying and responding to risks of material misstatement due to non-compliance with laws and regulations

We identified areas of laws and regulations that could reasonably be expected to have a material effect on the financial statements from our general sector experience and through discussion with management.

We communicated identified laws and regulations throughout our team and remained alert to any indications of non-compliance throughout the audit.

The potential effect of these laws and regulations on the financial statements varies considerably.

Independent auditor’s report to the Trustee of Bradford District Care Foundation Trust Charitable Fund (“the Charity”)

Firstly, the Charity is subject to laws and regulations that directly affect the financial statements, including financial reporting legislation (including related charities legislation) and we assessed the extent of compliance with these laws and regulations as part of our procedures on the related financial statement items.

Whilst the Charity is subject to many laws and regulations, we did not identify any where the consequences of non-compliance alone could have a material effect on amounts or disclosures in the financial statements.

Context of the ability of the audit to detect fraud or breaches of law or regulation

Owing to the inherent limitations of an audit, there is an unavoidable risk that we may not have detected some material misstatements in the financial statements, even though we have properly planned and performed our audit in accordance with auditing standards. For example, the further removed non-compliance with laws and regulations is from the events and transactions reflected in the financial statements, the less likely the inherently limited procedures required by auditing standards would identify it.

In addition, as with any audit, there remained a higher risk of non-detection of fraud, as these may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal controls. Our audit procedures are designed to detect material misstatement. We are not responsible for preventing non-compliance or fraud and cannot be expected to detect non-compliance with all laws and regulations.

A further description of our responsibilities is available on the FRC's website at: https://www.frc.org.uk/auditors/audit-assurance/auditor-s-responsibilities-for-the-audit-ofthe-fi/description-of-the-auditor%E2%80%99s-responsibilities-for.This description forms part of our auditor’s report.

The purpose of our audit work and to whom we owe our responsibilities

This report is made solely to the charity’s trustee, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. Our audit work has been undertaken so that we might state to the charity’s trustee those matters we are required to state to them in an auditor’s report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charity and the charity’s trustee as a body, for our audit work, for this report, or for the opinions we have formed.

Sean G. Cavanagh (Statutory Auditor) For and on behalf of SCC Chartered Accountants Ltd

1 The Square Moy County Tyrone Northern Ireland BT71 7SG

1 December 2025

Bradford District Care NHS Foundation Trust Charitable Fund

Charity Registration Number 1130011

Annual Report

Year Ended: 31 March 2025

Bradford District Care NHS Foundation Trust Charitable Fund

Trustees’ Annual report for the year ended 31 March 2025

1. Foreword

2. Reference and Administrative Details

3. Trustee

4. Day to Day Management of the Charity

5. Principal Office

6. Principal Professional Advisors

7. Auditors

SCC Accountants

8. Structure, Governance and Management

9. Attendance at Charitable Funds Committee meetings by substantive members and attendees

10. Risk Management

11. Partnership Working and Networks

12. Objectives

13. Annual Review

We use charitable funds to:

14. Better Lives Fundraising Events

Makers May

Quiz Night 23[rd] May

Golf Day

Dragon Boat Race

Great North Run

Yorkshire Three Peaks

P.E.C Ball

Curry and Quiz Night 5[th] December

Fire Walk

Fundraising Challenge

Family Fundraising

Staff Lottery and Microhive

Festive fundraising

15. External Trusts and Foundation income

16. Sponsorship and support in kind.

17. Charitable Expenditure (Better Lives grants)

Artist in Residence, funding from the Keith Howard Foundation

Diabetic foot clinic cards

Bike Project for Service Users

Inpatient gifts

Crisis Skills Bags

Weighted Lap Pads

18. A Review of our Finances, Achievements and Performance

Statement of financial activities 2024/25

Balance sheet 2024/25

19. Investments

20. Reserves

21. Related Party Transactions

22. The Future Vision of the Charity

23. Comment from the Trustee

24. Statement of Trustee’s responsibilities in respect of the Trustee’s annual report and the financial statements

Annual Accounts

for the period

Section A: Statement of financial activities

Section B: Balance sheet ~~[~~

Note 1: Basis of preparation

1.1 Basis of accounting

ü

1.2 Going Concern

1.3 Change of accounting policy

1.4 Changes to accounting estimates

1.5 Material prior year errors

Note 2: Accounting policies

2.1 Reconciliation with previous generally accepted accounting practice

Reconcilation of funds per previous GAAP to funds determined under FRS 102

Reconcilation of net income/(net expenditure) per previous GAAP to net income/(net expenditure) under FRS 102

2.2 Income

2.3 Expenditure and liabilities

2.4 Assets

Note 3: Analysis of Income

Note 4: Analysis of Expenditure

Note 5: Support Costs

Note 6: Details of certain items of expenditure

6.1 Fees for examination of the accounts

Note 7: Paid employees

Note 8: Debtors and Prepayments

8.1 Analysis of debtors

Section B: Balance sheet [