BETIILEHEM CARE AND HOSPICE TRUST England & Wales Registered Charity Iyth 1158406 Scotland Regtstsred Charity No. SC0048752 BLTIILEIIEM CARE AND HOSPICE TRUST TRUSTEES'ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 18TH FEBRUARY 2024 BETHLEHEM CARE AIW HOSPICK TRUST AI¥NUALREPOItT AND FINANCIALSTATEMEIYTS FOR THE YLIR ENDfD 18TH FEBRUARY2024 CO￿￿NTs Page Legal andAdministrative Details Tn￿tee5, Annuat Report Independent Examiner's Report Statement of Financial Activities Balance Sheet Notes to the Finan¢iai Statements 7-10 BETHLEHEM CAREAND HOSPICE TRUST Page I BETHLEHEM CAREAND HOSPICETRUST LEGALANDADMIY41STRATIVE DETAIiS YEAR ENDED 18TH FEBRUARY 2024 Rl & Admini The charity is an unincorporated clwAtRble trust. established by Trust Deed dated 29th August 2014, &8 amended 26° June 2018. The Cli￿lty is registered widi ILM. Rev￿Uc & Customs for t&¥ exemption purposes and r¢cov¢ty of Gift Aid Tax on donations received. Trn81ees J.G. McNaIly Rev. A.C, O'Reilly J.M Dickson G,J, Smith, ACIB Mrs C.P. McN8IIy Mrs V.. Smith Mrs F. Goodhart J.K. Booth Rev. M,E. Kelly Mrs A. Tucker P.M. Hopkins Mrs hLS. Doran J.A. McDonald (Deputy Chairnuw) (Secretsry) Died 30.012024 (TrP4yu￿r) (Secr•lary FrO￿l.02.2O24) Hallam Pastoral Centre. St. Charles Stre￿, ShelTield S9 3WU Chgrity Reglstrntion Number. 1158406 (Chatity Commission for England & Wales) The charity is slso registered with the Office of the Scottish Charity ReEulator (OSCR)." ChRrity Number SC0487S2 endent Exllminer IiA. Prior, rc￿ JnA W. H. Prior Chartered CertifiedAccow)tants, Railway Court. Don¢&ster , DN4 5FB National WestiniDslerBank pl 669 Ecelesall Road, Sh¢ffield Sll 8PW CAF Bank Ltd 25 KinB5 Hill Avenue West Malling KentME19 4JQ Page 2 BETHLEHEM CARE AND HOSPICE TRU TRUSTEES, AIYNUALREPORTr. YEAR ENDED 18TH FEBRUARY2024 The Tr[￿eeS present their Annual Report and Financial Statements for the Year End¢d 18th Februaty 2024. The statsments appear in thefornlat rquiredby the Slatementof Recommended Practice forAccounting ￿ndRe￿rtIng by Charities (SORP). aritable Ob ect5 The Charity sh&ll &8tablishond maintsin accommodationlfacilitie5 forthefollowing objects-the objects" in Bethlehem or any other part of the Diocese of the lthin PatTiarchute of Jerusalem. for tbe public benefit undertaken with a ChTiStiAn ethos:. (l) th¢ relief of those in need by reason of their age. ill health or financial hardship (2) to provid6 or 8SSiSt in the provision of facilities in the inleTests of social welfare for iecteation or other leisure time occupntion of individuals who have need oEsuch facilities by reason of their age infirmity or disability, financi81 hardthip or social clrcumslances. with the object of improving their conditions of life. Rnd (3) to promote social inclusion for the publi¢ benefjt by preventing people who socially excluded &ssisting them to integrate in society. The of th¢ charily is the provision orP￿lIAtive Care to th¢ torminally ill in th¢ B¢thlch¢m Govemale Orp￿estille by providing grant funds to the linked NGO"Bethlehem Care and HospiceTtust" (BCHT) ¢stablished in Palc5tino und licensed by the Pale￿in18n Authority. rnAn em Tn￿teeS are recrnited by meany of existing Trustees making recommendakions to the Trustee B08rd in the light of our skills needs and the suttability of candidates. This is followed by the candidales attendtng aMeetin8ofTrustees and a vote follows. All newTrustees ara providcd with: A copy of our TnvJt Deeds 2. A copy of our latest year end accounts andTn￿t¢￿, Report A CA)py of the Charity Commission's publication'The Essential Tnstge" And tliey are requiied to sism the following'.- l. The Charity C'ommission for England & Wal¢9 TrLtstee DeclaNion 2, HNIRC'S thl&ration re"Fit& Proper Persons" rform ce In 2023 we coMMen￿a financing the infr&structure in placeto suppon ahospice athome pallialivecRreservice in Bethlehett4 and the NGO acquired offices ￿tablished Bethlehem Operatton5 Boar¢ to oversee activities locally; appointed a d1￿CtOr, 8nd recruited nurses. The Bethlehem Service commenced delivering specialist p￿lIAtive care on I. August 2023. The plan was to care for 32 patients per month. Initi&lly th￿8 wero 11 patients but at the year's end the service had 55 patients. two of which were thildren. B¢tween I" August 2023 and February 2024 the service had made over 12001)ome visits to 94 patients. Events of October t 2023 and subsequent security atrangements impacted the ability of staff to travel freely within ibe Bethlehem Governate to provid¢ ne¢essary patieni care. The ability of Augusta Vjcloria Hospital to ptovide care outside of Jerusalem was curtailed and this impacted on 0￿r care provision. PAgÈ 3 BETHLEHEM CAREAFID HOSPICE TRUST TRUSTEES. ANNUAL REPORT: YEAR ENDED 18TH FEBRUARY 2024 FinanriDI Review Income from don*ions incrcwd in 2024 ts £51,864, £14.970. an In¢￿asC ofjust under 50%. Thc chwity ¢n8a8ed a professional fill￿A]Sing ￿nSultant duriDg the year. reflected in the iticreased &￿enditure on rnising funds. but overkll P¢Dditur¢Tcduc4lby 7Yt D￿1￿8 thc Year￿￿Te w4s a8rant to tho Bethiehom CaTc andHOspI￿ TtustNGO in Palcstinc of £49.975 (2023.. £49,975). Regery Tli¢ frcc rc5¢rvcs of thc cl)ariti' ￿ at 18 Februnry 2024 ivcrc £254.700 (2023: £264,183). The TA￿¢9 conscious of tkc negd tr build Np sufficienÉ ￿SerVeS in ord¢r to ptovid¢ funds to support the Bethlel?¢m Car¢ and Hospi￿ Twst NGO in Palcslino to providc pa]liativ¢ to th¢ t¢miinally ill in thc Beth]¢hcm Gov¢rnat¢ of Falc*inc, with a taryeÈ grallt of £75,000 ¢v¢ry six months. The Tntst¢¢s consider thc eulltnt l¢vel of Trsetyes to be appropriate to finan¢¢ the operntions in the short Th¢ Tw5t¢es plaD to ¢n8a8¢ a pnfessional ￿ndr￿Ser io sais¢ funds to SU8tiNti this important woth wid to continue 10 5VPPOrt ￿￿1n￿llY iu Wicnts and tEieir f4uni]ies in I}￿ Bethleli¢m Gov¢mal¢ of Palestin¢, If sllccessfvl tb¢5' ploTh to ¢xt¢nd the s¢rvi¢e to oth¢rtoivM and villages so &q to meet the ￿lldent need and in the longertemi to e￿&blish An in palient bospice facility. The Truslpxs maintaitt a Risk Regis(er and hav¢ assessed the mllior risks to which the brancb is exposed, iti particulor thosc r¢latL71 to otKialion and fsnancc. By monitoring thc Icvel of rescrve4 enguring control over fintwcial systems and eMmining the opcrntionol risks fa¢¢4 th¢ Trnstees believo thareffectiv¢ systems have been esfablithed ro mitigate those risk8. sibili Tho TFUSlccs arc rEsponsible for pxeparing the Trus¢#s R¢w)rt and th¢ finan¢iol stat¢mcnts in a¢¢ordanc¢ with applithh laiy aud Unitwj Kingdom A¢a)unting Stsndards (UDilgd Kingdom Generati! A￿epted Acc4untsng Pra¢ti¢o). Th¢ Iaw applicable to chAritie5 in England & Wales requim Trnslees lo prep&e financial stalemetts frjr eacli financial v¢ar Ivliich give atruc and fairvi¢iv ofth¢ sratv of affai￿ of the Charity, und ofthe incomin8 TC50urces and applicalion of resources of thc charity for thatp¢ri(td. In P￿P￿l￿g fwn¢ial stat¢mlloiv¢ subjea to any m*crial dgpartursdisclos¢d and cxploincd in the financial sta￿llents. aAd prcp2rc thc fmancial st#t¢ments on th¢ going conccrn basis unl¢ss it is inapproprialc to pr￿￿￿)¢ thot the ¢I￿rIty 711 continu¢ its activittcs. Ibe TtU5te¢3 are rcsponsible for k(%ping proper ac￿￿ltillg records ivhi¢h disclos¢ iyith r¢asonable a¢owa¢y at wiy lim¢ lh¢ fin¥￿¢]￿1 position of th¢ Chwity and enable tho Tn￿¢ to ensuTr thc fjnancial stslemcnfs eompl). Ivith thc ch￿ltieS Act 2011. the Cknity (Accounts and Repo￿) RegulaEiOJS 2008 2nd the provisions of the Ttust Deed dated 29th August 2014 (as amended 26 Jutte 2018). The Trustcgs ar¢ akn rLwonsible for safe8u[￿d1￿g tlw assets of Charity l)enc¢ for tskitr8 sonable stepsforthe preveDlion and det¢¢tion of fraud Imd 0ther1nwl￿l£IeS. The Trusl¢es respollsible forthe m8illten8n¢¢ and iDle8rity of fiDaDcial iDfomialion included on the ¢I￿ri￿,S websik. Ix8is1￿I0n in the Unitcd Kingdom gov¢ming the pTrparntion Anddigsenllnation of accowits may diffcr fron] legislation in other jurisdidions On bchalf ofthc TTUStces rN8IIy 17th Novelliber 2024 Pnge 4 BETHLEHEM CAREAND HOSPICE TRUST YDEPEIYDENf EXAMINER'S REPORT THE TRUSTEES OFTHE BETHELEHM CAREAND HOSPICE TRusr I rerrf)rt on the attounts of the Bethlehem Car¢ and HospiceTrust for the Year Ended 18th Febnwy 2023. which are set out on pag¢s 5 to 10. Re8pective responsibilities of Tr￿tre and ExAminer The Chkrity's Tr￿tee is respottqible for the preparation oethe Lccounls. Th¢ Charity'sTrustee considorsthat an audit is not required for this year under Section 144(2) of the Charities Act 2011 (the 2011 Act) &)d that an ]ndep¢ndent Examination 15 neede It is my responsibility to:. examine tho accounts uttder section 145 of the 2011 Act. to follow the procedures laid down in the Gen¢raI Directions given by the Charity Cojnmissioners (under section 145(5)(b) of the 2011 Act; to 5tste whether panieular matters have CA)me to my attention. Basls of Independent Examkner?J Report My examination was cartied out in accordance with the General Directions givcn by tho c.harity Commissioners. An examination includes a reviewof the uccounting re￿rdS kopt by tho Ch4rAty 2nd a comparison ofthe accounts presented with those records. It 8lso includes consideration of ony Unusu￿ items or disclosures in the accounts, and seekin8 explanalions from you a5 Ttustees concernin8 any suth matters. The procedur¢s undertaken do not provide all the evidence that would be reqvtred in an audit. and consequendy no opinion is given L8 to thether tho accounts pr6sent a "true oncl fatr viow" 8md the repon is limited to those mattets set out in the statement below. Jndepettdent Examlner?s Statemenl In connefflion with my examination, no matter hL8 c￿Me to my attention:. (l) which gives me reasonable cause to believo that in any mat¢ri81 respecÈ the requir￿nents to keep accounting records in accordance with section 130 ofthe 2011 Act; 8nd to prepare accounts Nthich accord with the accounting records Ind to comply with the accounting requirements of the 2011 Act have not been met: or (2) to which, in my opinion, attention should be dravm in order to erthle a proper understanding of the accounts to ba reached. RA. Thior, FCCA, FCIE, Da aMrtere41 C¢rtllledAwountAUt Fellow orthoA1￿tht1on Esththitrs 17 Novetyber2024 W. H. Prlor* Cl￿rte￿d CertifiedAe¢ouDtoAts Railway Court, Doncaster. DN4 SFB 17 November2024 BETHLEHEM CARE AND HOSPICE TRUST Page S STATEMENf OF FINANCIALACrnryllES FOR THEYEAR ENDED 18TH FEBRUARY 2024 Unwtrl¢led Fund¥ Rostricted Fundy Total 2024 2023 lucome Donations Oiher trkding aetivities- FundrAiqlng Other income IDvestment Income- Bank Interest 51.864 2.529 450 2.952 51.864 2,529 450 2,952 34.970 971 1.198 TOTALINCOME 57.795 57.795 37,139 Expendlture Expenditure on raisin% (unds- fundraising Grants paid re CharitAble Activlties Other expenditu￿ on Charitable activities 8.213 49.975 9.090 8.213 49.975 9.090 693 50,217 21,638 TOTAL EXPENDITURE 67,278 67a78 72.548 NET (DEFIcrr) (9A83) (9183) (35,409) Balances bmught forward at l* February 2023 264.183 264.183 299,592 B￿ances eArrfed fornard at 18th February 2024 254,700 2S4,700 264,183 Pag¢ 6 BETIILEHEM CARE AND HOSPICE TRUST BAiANCE SHEET AS AT 18TH FEBRUARY2024 2024 2023 Note Fixed assets Tangible assets Cuntnt aqsets Debtors Cash at bank and inhand 253JOO 264.183 Uabllltles . amounts falling duo within oneyear 600 Net ¢urTrmt assets 254.7 264.183 Net asgets 254.700 264,183 res•iled b . e8t nmtricted Fun Gelleral Fund 254,700 264,183 254,700 264.183 The fin8nciAI statements on page5 5 to 10 were approved on IP November 2024 on behalf of tho TnLStees by: . McF421ty Th18tee (Chairnian) CJ. Sjnith Trustee (T￿5￿Ter) BETHLEHEM CARE AND HOSPICE TRUST The not￿ on pag&8 7 to 10 fonn part of the5efman¢ial statements Pgge 7 NOTFS TO TIIE FINANCIALSTATEMEIYIS FOR THE YEAR ENDED ISTH FEBRUARY 2024 Ac¢ountlnx poliries Ba8is of accounting The fuiancia] statem¢nts have been prepared under the historical LX>St accounting rules and in accordance with Accountins and Reporting by Charlties: StBtement of Rewmmended Practice (FRS102). The accounts have been prepared under the historical cost convention with Ilen￿ ￿ognISed ot ￿51 or transaction value unless oth¢nvise stoied in the relevAnt note(s) accounts. Jneome All in￿rne is treated as unTe5tricted TDrA)mo, unless the donor has placed restrictions on the manner in Nthich the donation or grant may be spent. in thi¢h clso it is treated as restricted in¢omo. The restticled funds are detsiled in Nole 7. De5isnated Funds. when arisin& repreS￿t amounts set ￿ld¢ for specific ar￿4 of eXp￿Idit￿re by the Trustees. Chwitsbl¢ Expenditu Ch4ritsbl8 expenditure is ￿alysed between the main charitable #ctivities ond includ&4 support Costs, CAsh flow Statement A c￿h flow ststement has not been prepared having rewd to the size of the tharity. DonAtions Unrestricted Funds Restriefed Fundy 2024 TOTAL 2023 TOTAL Donatiow- General Donations from Parishes Donations from Tnjstees Donationg viamedia Donations viaPayPal Donations- l am Gift Aid Tax recovered on donations 32,460 3,077 6.141 1,833 3.998 304 4.051 32,460 3.077 6,141 1.833 3,998 304 4,051 12,330 3.432 11,805 3.361 1,723 2,319 51,864 51,864 34.970 Page 8 BETHLEHEM CAREAND HOSPICE TRUST NOTKS TO THE F]NANCIALSTATEMEp¥fs FOR THE YEAR ENDED 18TH FEBRUARY 2024 Expenditu￿ on fuDdraiSiDg Unrestricted Funds R¢stiicted Funds 2024 TOTAL 2023 TOTAL Fundraising Consultant's feeg Fundraising Consultant's Trav¢1 & expenses Commission ChristmRs Cards, Legacy Booklet & Poslag¢ Pl&8tic box Lotteries Licence 4,500 965 1.502 1,246 4.500 965 1,502 1,246 338 315 40 8,213 8,213 693 Grants pald re cbarftable objects Unrtq¢rided Funds Restslcted Funds 2024 TOTAL 2023 TOTAL Beth]ehem Caz¢ and Hospice Trust (NGO in Palastine) St. Martha's House 49,975 49.975 49,975 242 49.975 49.975 50.217 Other Expenditurè on ehllritable activities Unrnstricted Restricted 2024 2023 BETHLEHEM CARE AtID HOSPICE TRUST Page 9 NOTES TO THE Fll¥ANCIALSTATEMENTS FOR THE YEAR ENDED 18TH FEBRUARY2024 Cash at bnnk2nd in hand 2024 2023 CAF Bsnk Natwest Bank PayPal Skipton Blsociety Nationwsde BISociety Shawbrook Bank 45,761 85.166 125 37,037 87,211 59,785 3,370 3,006 35,859 85,774 76,389 255,300 264.183 Ru¢rid¢d Fundy Balart¢e 192.23 Blll8nee 18.2.24 Income ExpendlÉu Transfers St. Martha's Ho￿e Ftmd The balances on Restricted Fund8 reprewit amounts Teceived for specified purpos¢4 which have not been expended at the BaIanco Sh¢et dat St, Martha's IIou5e Fund This fund existed in previousyears a resultof o donation recoivedto towards thest. Martha's Houseproject. All funds were expended in the YeRr Ended18 February 2023. Unrestricted Funds Bulonce 19.223 BA12nce 18.2.24 Income EJpenditu Tron8fer8 General Fund 264.183 57.795 (67,278) 254.700 (2) General Fund.. This repr&8ents unrestrACted income caThied foTward to expend in future years. Page 10 BETHLEHEM &IRE AND HOSPICE TRUST OTES TO THE FINANCIALSTATEMEN15 FOR THEYEAR ENDED i¥rll FEBRUARY 2024 Analysis of Net knets between Fund8 Tan£Able Fixed Assets Net Current A8sels 2024 TOTAL 2023 TOTAL St. Martha's HotLgeFund Un￿$tritted Funds Gu)eral Fund 254,7(N) 254,700 264,183 254.7 254.700 264.183 io Ihstees No Trustee received 8ny remuneration during the year (2023: Nil). One tru5tee5 reimbursed a lotal of 4,468 (2023 £8.453 to two trustees) for out of p)cket ttavel. aC￿mMOdatIOn and other expows made on beh￿8 of the Charity. li Connected Charftles The charity SUPPOrts an NGO established in the PalestinianAuthority."Beihleh¢mCaro andHospic¢TnLsI" which provldes hospice at horne palliative care. and there are some COn￿￿On tn￿leeS between the two organisations. Beth]ehem Care and Hospice Trust (the NGO in Palestine) is, however, a separate organisation. The grant poid lo this connected charity during theye4r £49.975 (2023: £49.9751