2023-03-31-accounts

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Campden Home Nursing CIO Report and Accounts 2022-2023 Charity No: 1178423

Who We Are
Message From our Co-Chairs
CEO’s Welcome
What We Do
Our People
2022-2023: Our Year in Numbers
2022-2023: Hospice Care at Home Service and Serious Illness Support Service
A Nurse’s Thoughts, by Dawn Hetherington
Our Story, by the Hands Family
2022-2023: Complementary Therapies
2022-2023: Bereavement Services
2022-2023: Play Therapy
2022-2023: Human Resources
2022-2023: Marketing Communications
2022-2023: Our Charity Shop
2022-2023: Our Charity Shop in Numbers
Supporting Education and Community Partnerships 18. Our Volunteers
CQC Inspection Report
20.Moving Forward – 2023-2024
2022-2023: Financial Headlines 22. Financial Statements: Year Ended 31 March 2023

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1. Who We Are

Campden Home Nursing supports 12 surgeries across Gloucestershire, Warwickshire and Worcestershire, providing free palliative care and holistic support for those touched by a lifelimiting illness.

Our Mission

To provide high quality nursing care and emotional support, free of charge, to patients within the communities we serve, who have life-limiting illnesses, and to help them and their families or carers during and after these time.

Our Vision

‘More patients, More care’

It’s really simple…we would like to provide as much care as we can for patients, carers and the bereaved within the annual financial budgets set and geographic boundaries.

Our vision is supported by our values.

Our Values

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2. Message From our Co-Chairs

The year 2022-2023 was when the vision behind buying and opening Jecca’s House was finally realised with a whole year of activities and no COVID-19 restrictions.

We are very proud of the increased care and services Campden Home Nursing now offers as a charity to the Chipping Campden community and the people in and around the surrounding towns and villages.

Dr Irene Henry, Co-Chair Sarah Roberts, Co-Chair

We have seen numbers of patients increase and consequently we have continued to increase our nursing hours and additional services each year. The aftermath of COVID-19 has meant that we are seeing more and more patients with late-stage diagnoses and so our services are in need more than ever. As our patients and their carers and families access the many types of help available at Jecca’s House, the knowledge and information passed to them is extended to their contacts, and the fabulous work continues to spread and diversify.

Our Campden Home Nursing family continues to grow with staff and volunteers as our services expand. In 2022-2023 we have seen our relationship with the ‘Men in Sheds’ become established, our new counselling cabin in the garden built and furnished, our Play Therapy room established within Jecca’s House and many additional complementary therapies and classes take place during the year. We are extremely grateful to The George Davies Charitable Trust for funding the Play Therapy service which reaches out to children and families who are bereaved or suffering due to an ill family relative.

The Trustees are very grateful to and thankful for Helen Makaritis as CEO, Heather Barley, as Head of Nursing, and Anna Bennett as Finance Manager. Together these three fantastic people run a well organised, caring, friendly and supportive charity that at the same time is governed with excellence and has received an ‘Outstanding’ from CQC for being well-led. The Trustees would like to thank the nursing team, the administrative team, the charity shop team and all the volunteers for their passion and commitment to our work and our charity.

Dr Irene Henry Sarah Roberts Co-Chair Co-Chair

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CEO’s Welcome 3.

In the last eight years, my passion and vision for Campden Home Nursing hasn’t changed. It is simply ‘more care for more people’. We have a wonderful team of staff and nurses, and our combined goal is to provide the best possible care to those at the end of life or touched by a lifelimiting illness. Our Hospice Care at Home nursing service will always remain our core service, but we have expanded enormously over the last few years, to include our Serious Illness Support Service, carer support, bereavement counselling and complementary therapies. A Play Therapy service for bereaved children was added in 2022, all based at Jecca’s House in Chipping Campden.

Following a large legacy at the end of 2017 we did minimal fundraising, and the subsequent expansion of the charity comes at a much greater cost, increasing every year. This, coupled with the effects of a pandemic, war, and recession, has had a huge impact on our investments and we have seen a significant reduction in their value which is no longer making up for the annual deficit we see in our balance sheet.

Many areas of the country do not have access to a hospice at home nursing service, or the other five services we offer. It is an exceptional free community service which brings so much comfort to our patients and their loved ones. It is one that must be secured for many more years ahead. Our focus for the next year will be on maintaining our very high standards which were recognised in our CQC inspection in January 2023. This, coupled with a new focus on fundraising and gaining more funds to cover our work done with the NHS, should secure our future going forwards.

I am so grateful to the amazing team of Trustees, staff, nurses and volunteers that support me in providing this wonderful service.

If you can help or donate in any way then we are grateful for all contributions, however big or small to ensure our next 33 years.

Helen Makaritis CEO

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What We Do 4.

Serious Illness Support

At our base, Jecca’s House, our aim is to help patients, their families and carers, live well with an advanced or terminal illness, by guiding them on how to manage the impact of their illness, cope with changes, improve well-being and remain as independent as possible.

Hospice Care at Home Service

Our Hospice Care at Home Service is for patients who would like to stay at home, in familiar surroundings in the last weeks or days of their life.

Bereavement Services

We provide free Bereavement Services for our patients, their families and friends including bereavement counselling, a monthly support group and Play Therapy for children. The activities and groups at Jecca’s House are also open to bereaved people.

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5. Our People

The Trustee Team and CEO

Our Staff

Our Nursing Staff

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Some of our nursing staff, based at Jecca’s House
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6. 2022-2023: Our Year in Numbers

	2021 – 2022	2022 – 2023
Hospice Care at Home Since 1990
No. of nights	726	922 27%
Day Hours	784	743 -0.05%
Total Hours	7428	8,458 14%
Charity Shop Introduced 2018
Sales	£121,141	£139,691 15%
Items Sold	21,393	26,335 23%
Bereavement Services Introduced 2019
Referrals	58	69 19%
Contacts	311	355 14%
Serious Illness Support Service Introduced 2020
New Referrals	33	56 70%
Contacts	3,158	3,476 10%
Complementary Therapy 2022		22/84 Referrals/sessions
In-house Play Therapy Sept 2022		11/86 Referrals/sessions since Sept

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7. 2022-2023: Hospice Care at Home Service and Serious Illness Support Service

The last year has seen huge growth in both our Hospice Care at Home and the Serious Illness Support Service.

Heather Barley, Head of Nursing

Hospice Care at Home

The Hospice Care at Home caseload continues to be busy both in complexity of patients and the number of people who require our care at home which is evidenced by a 14% increase in nursing hours. Our Nursing Bank has increased in size to help accommodate this increase in nursing care and we have recruited several Health Care Assistants to provide a better skill mix within the nursing team.

As a service we have also contributed to several national research projects. Our involvement is something we take seriously, as it is important when invited that we should take part in any clinical research project.

Apart from ensuring good governance, it is vital we have an input, no matter how small, into the future development of palliative and end of life care and service delivery.

Serious Illness Support Service

The Serious Illness Support Service has gone from strength to strength in the last year. More emphasis on six-week workshops has proven to be a popular development and a welcome addition to the creative art offering. Our gardening group is back up to strength and meeting twice a week and the groundworks in the garden at Jecca’s House have really helped in enabling access for all to the outdoor spaces.

A highlight of the year has been the sustained growth in the Men (and ladies) in Sheds collaboration with Cotswold Friends. This now runs twice a week, and is a very popular addition to the Jecca’s House offering.

Another new development which has been well received is the Complementary Therapy Service. Managed by one of our nurses who has retrained to become a reflexologist, the service is a wonderful adjunct to our nursing care and is available to patients and carers across both services free of charge. A room at Jecca’s House has been transformed into an oasis of calm. We hope to further develop this service in the upcoming year working in conjunction with a local therapist to enable a wider spread of treatments to be offered.

Patients enjoy the mosaics workshops run at Jecca’s House

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8. A Nurse’s Thoughts, by Dawn Hetherington

Dawn Hetherington, Registered Nurse Dawn has been a registered nurse for 37 years, 20 of those years being in palliative care. She has worked for Campden Home Nursing for eight years as one of the Hospice Care at Home team and supports those using our Serious Illness Support Service.

Dawn explains what it’s like to care for someone one-to-one through the night in their own home, and more about her work at Jecca’s House.

“Every shift is different because every person is unique. A typical night involves a detailed handover from the Co-ordinator, so I have a thorough picture of the patient’s needs, what medication they are receiving, if they can eat and drink and how they are coping. I like to reassure the family that I will be led by what the patient wants, to ensure they are well cared for and comfortable overnight.

I will then assess my patients and their needs. We often have a chat and I ask how they are and if they are comfortable. I will help them By your side when you need us most

prepare for bed if needed. Some patients settle and some can be quite alert overnight and want to talk. I check my patient regularly overnight, assist with changing position, checking catheters, syringe drivers and any dressings. I quite often hold their hand if they are restless, as touch can reassure and settle patients.

At Jecca’s House, I support patients who have been diagnosed with a life-limiting illness, their carers, and bereaved people. I try to encourage patients to join in the activities we run at Jecca’s, and they can meet people who maybe are going through a similar situation or enable them to visit and talk to the nurse on duty if they wish. My role as Serious Illness Support nurse is very much interlinked with Hospice Care at Home, as often my patients can transition into this service when their condition deteriorates, and maintaining those good communication links with the patient and family is paramount and provides good continuity of care.

I love my job. I see caring for someone who is at end of life a privilege and treat every patient with the dignity and respect they deserve.

I believe that everyone is entitled to a “good death” and that’s what we aim for. This might sound like a strange phrase, but essentially it is referring to enabling the best, most dignified death a person can have, in the context of clinical diagnosis and symptoms, as well as the specific social, cultural, spiritual circumstances. That’s what I’m committed to providing and it’s an honour to be with patients and their families to help this happen.”

9. Our Story, by the Hands Family

Campden Home Nursing was glad to help the Hands family when their beloved Veronica needed our Hospice Care at Home service.

Veronica Hands, aged 93, pictured with Lennon, died peacefully at home.

Veronica, aged 93, from Chipping Campden, was the wife of David and they had been married for 60 years.

As a close family, they all supported Veronica in the last few months of her life. Our Registered Nurse, Michelle Allen, was by their side for her last few weeks. She died peacefully, at home, which was her wish, surrounded by family.

Here, they tell their story:

will never be forgotten, and we feel very blessed that our grandma had the very best care in her last weeks with us.

We had the pleasure of Michelle being with our family for the majority of the night shifts, and she quickly became a member of our family that we all leant on during the time she was with us. Nothing was ever ‘too big’ or ‘too silly’ to ask, and we felt safe knowing that she was there. We would not have been able to make our grandma as comfortable as we did, without her help. We would not have been able to help each other through this difficult time, without her help. We would not have been able to start the healing process, without her help.

Veronica with her family: back, left-right: Cristina Hands, Tyler Barnett, Gary Barnett, Renee Hands, Jane Barnett, Chris Hands, Brogan Barnett, Danella Barnett Front, left-right: David Hands, Veronica Hands

“Words cannot begin to describe the gratitude we, as a family, have for the nurses and staff at Campden Home Nursing. They were there for us throughout the darkest days of our lives and have continued to be a support even after our beloved grandma passed away. The kind words, heartfelt hugs, and impeccable care

From the bottom of our hearts, we thank everyone that cared for and genuinely became part of our family during our toughest time. There are not enough words to repay you for your help but we hope you know just how incredible everyone at Campden Home Nursing is.”

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10. 2022-2023: Complementary Therapies

Complementary therapies are a group of therapies which take a holistic approach to a person’s care. This means the patient is supported as a whole person, incorporating physical, emotional, and spiritual well-being.

They can include massage, Reiki, reflexology, and acupuncture to name a few. Complementary therapies concentrate on supporting relaxation, reducing stress and anxiety, thus promoting an overall feeling of well-being.

Here at Jecca’s House we are pleased to offer reflexology and massage in our Complementary Therapies room. Kim Edwards is one of our registered nurses who has undertaken further training enabling her to perform both ‘M’ Technique massage and reflexology.

She discusses individual needs with the patient at an initial consultation. Usually, a course of six treatments is recommended, followed by a review.

Reflexology

Reflexology is a touch therapy that applies gentle pressure to specific points on the feet. It aims to bring about a state of relaxation and support the body’s own healing process by clearing the energy pathways, similar to acupuncture but without needles, which in turn can restore the balance of the body.

‘M’ Technique Massage

The ‘M’ Technique Massage is a series of stroking movements performed in a set sequence with light pressure. It is gentle, soothing, and almost hypnotic, helping to reduce stress, improve pain and anxiety and boost mental health and well-being. It differs from conventional massage, in that the structure and pressure do not change throughout the treatment.

Treatments are available on Tuesdays, 9am5pm, by appointment only. They are booked at reception. Treatments are free of charge; however, donations are greatly appreciated.

Testimonials “Always a lovely session. I look forward to them and I feel so relaxed.”

“Absolutely fantastic treatment, and the benefits feel amazing.”

“Very relaxing. I even fell asleep. Wonderful therapist.”

“Such a lovely relaxing massage – thank you.”

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11. 2022-2023: Bereavement Services

The Bereavement Counselling Team The counselling team consists of four counsellors: Cathy Turner, Diana Spencer, Tamsin Fisher, and Val Parsons. All our counsellors are members of the British Association of Counsellors and Psychotherapists and follow its ethical framework.

Cathy Turner Diana Spencer

Tamsin Fisher Val Parsons

What we offer

Once the weekly counselling has ended, we invite clients to attend our monthly Bereavement Support Group. This support group is open to the local community and is free to attend. It is run by Val Parsons.

The group convenes on the last Friday of each month and provides a safe and comfortable place for bereaved people to share their struggles with others who have experienced a similar loss.

Clients are also welcomed to our relaxation classes, art & craft workshops and the monthly Bereavement Café which is run by our volunteers.

Teen and Adult counselling
Anticipatory grief counselling
Counselling for those living with a lifelimiting illness and their families
Bereavement Support Group and Bereavement Cafe

We are a small service and work hard to maintain a family like environment. We are fortunate enough to have the perfect base at Jecca’s House and our new counselling cabin provides a tranquil and therapeutic space to meet our clients.

Collectively we see around 14 clients per week and meet each client for approximately six weekly counselling sessions.

‘lovely and welcoming’ ‘very calming.’

We have seen our service expand over the year with two additional members to the counselling team and a purpose-built counselling space. As well as our counselling cabin, we are also running counselling sessions from the North Cotswolds Hospital, Moreton in Marsh, one day per week.

Counselling Service testimonials from 2022-23 ‘‘My counsellor provided a safe space for me to talk and express my feelings.’ ”

“I felt very comfortable with my counsellor and was very grateful for the help and support I was given. ”

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12. 2022-2023: Play Therapy

Play Therapy provides support for children, aged 4-12 years, who have experienced the loss, or the anticipated loss, of a family member, loved one or friend.

Children attend one session a week for an initial twelve sessions of Play Therapy. Sessions take place at the same time, place, and with the same play therapist each week to provide a safe, consistent space in which to develop a trusting relationship.

Anita Dee, Therapeutic Play Practitioner

Anita Dee is our Therapeutic Play Practitioner. She has a wealth of experience working with young people both as a Primary School teacher and Special Educational Needs Co-ordinator (SENDCo).

Anita is a member of Play Therapy UK (PTUK) completing a Post Graduate Certificate in Therapeutic Play Skills.

Sessions take place in the bespoke playroom, a wonderful therapeutic space, at Jecca’s House. Children have access to the ageappropriate, play therapy toolkit.

An interim review will take place between the therapist and the family to determine if additional sessions are required. The child is consulted at every stage of the process.

What We Offer?

Each child receives an initial consultation. The therapist meets with the parent or carer to discuss their concerns and complete an assessment identifying the child’s strengths, as well as their difficulties. They may ask to seek information from the child’s school.

In January 2023 we were very lucky to secure funding from The George Davies Charitable Trust which secures the future of our Play Therapy Service for the next ten years.

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13. 2022-2023: Human Resources

Centre Support Team

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Sarah Moss,
HR Manager
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We have been busy recruiting to support the charity’s services. In 2022-2023 we have grown our support team at Jecca’s House, welcomed eight new starters, made eight internal role changes and this year, we have said goodbye to three leavers mainly due to revisiting life plans.

Nursing Team

A recruitment drive for bank Hospice Care at Home nursing team has ensured we can continue to support patients as we grow and existing staff. We have recruited internally to support our Serious Illness Support Service and our Evesham Hub was supported by our current nursing team and volunteers.

Bereavement Team

We now have a team of four Bereavement Counsellors, providing support both at Jecca’s House and remotely at the North Cotswolds Hospital, Moreton-in-Marsh.

House Operations Team

We now have a new Finance Team; a Finance Manager and a Finance Assistant are supported by our Finance Trustee.

Two Centre Support roles were created to support the Centre Manager, ensuring that there is cover throughout the day.

Charity Shop Team

Our shop is running smoothly and continues to grow under the management of the Charity Shop Manager and her Supervisor team and Volunteers.

Achievements in 2022-2023

We have been busy going online with our employee software system, TeamNet, which has been invaluable for the CQC Audit and Finance Audit.
Now fully implemented, TeamNet, holds all employee files securely online. Our Employee Handbook, policies and procedures are all easily available to all staff. Absence, additional hours, holidays, and sickness can all be easily tracked and monitored. Training records are all now on-line and registrations can all now be easily accessed.
Reviewed the Recruitment and Onboarding Process so all new starters have a smooth induction process.
We have added new policies, so all the team are aware of expectations and support available to them. Our latest policies are a Menopause Policy and a Well-being Policy.
We have reviewed employee files and contracts to ensure they are up to date with current practices and internal changes.

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14. 2022-2023: Marketing Communications

Website

A lot of work has been done on our website this year, to keep it up to date and engaging, adding new sections as the services have increased.

Maria Graham-Martin, Communications Manager Reaching Out

Fund and the Free Hospital Trust Fund. Stories were also written about 3 GPs who raised funds for us, and a marathon runner.

Social Media

In 2022-2023 we continued to have a strong voice on social media, and posted relevant and timely information, flagging national awareness days/weeks, as well as news about the charity, our services, and fundraising events. As our service is niche our followers grow and engagement is positive. This year, our Facebook followers have grown by 200 (600-800) – a very positive growth on our most popular platform. In 2022-23, our posts reached 22,000 people.

Fundraising

Despite emerging from COVID-19, and the of a cost-of-living crisis, various initiatives and events raised £25,340 for Campden Home Nursing.

Our newsletter, Reaching Out, was written and printed in May 2022 and Christmas 2022. It is distributed via the Campden Bulletin and is always very well received. The same content is sent via Mailchimp to our database of 1,000 supporters.

Print

Leaflets for the services, were all updated in 2022, ensuring consistency of our brand and messages. Posters for fundraising events, craft workshops and support groups are designed and printed in-house to save on costs.

Public Relations

Press releases during 2022-2023 featured the announcement of the new Outreach Centre in Evesham, grants from the Hospital Saturday

Shepherds Close Open Garden raised £6,000 for Campden Home Nursing in May 2022

Customer Relations Management

This year, we implemented donor management software that helps us understand and grow our relationships with donors. This will now be used as a central database to manage contacts, donors, and other supporters.

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15. 2022-2023: Our Charity Shop

Marion Ward, Shop Manager

Our bijou charity shop on the High Street of Chipping Campden continues to thrive. We have an excellent complement of experienced volunteers who are always willing to step in and do shifts to cover holiday or staff absence. These volunteers contribute significantly to the shop’s success.

ladies clothing continuing as our best-selling items.

Throughout 2022-2023, we had some excellent window displays, receiving much positive feedback from customers and passers-by.

Volunteers and supervisors have worked hard sorting, selling, and displaying the donations - thereby increasing awareness of the charity and managing to maintain the incredible takings we have achieved this year.

Marion Ward, Shop Manager, said: “A huge thank you to my volunteers and supervisors for their support this year, as well as all the support from everyone at Jecca’s House. It really is appreciated by us all.”

Donations remain very high quality, thanks to the support of the local community, with

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16. 2022-2023: Our Charity Shop in Numbers

Key Figures from 2022-2023

Total income was £139,691 compared to £121,141 in the previous financial year.
26,335 units were sold across 14,260 transactions.
Average unit sale of £5.30- significantly higher than the national average due to the highquality stock received.
£75,884 was the contribution to income.

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2022-2023
30,000 160,000
140,000
25,000
120,000
20,000
100,000
15,000 80,000
60,000
10,000
40,000
5,000
20,000
0 0
No of items sold No of items sold Sales Expenses Profit
(2021-2022) (2022-2023)
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*Note: Other Income includes £1.2m George Davies Charitable Trust Grant

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17. Supporting Education and Community Partnerships

Cotswold Friends

We collaborate with Cotswolds Friends to provide a Men’s (and ladies) Shed Facility at Jecca’s House.

This is a shed (or in our case a double garage!) where men (and ladies) can go to potter and build things. The support and comfort offered by spending company with others in the same boat is of great value.

Rob Greenslade, a Volunteer Leader for Men in Sheds talks about his role…

“I am one of a team at the Men in Sheds facility at Campden Home Nursing. There are about a dozen members who meet twice a week. The shed is a facility for those who may be isolated or lonely or recently bereaved or struggling with mental health issues or perhaps unwell. Our ethos of ‘connect, converse and create’ supports mental health and well-being.”

We offer conversation, some cake and tea/coffee and an opportunity to make things, such as bird houses, bat boxes, log stores or wood carvings.

As one of a team of volunteer leaders, I can say that we gladly volunteer because we can see the significant difference this wonderful facility makes to many elderly, frail or lonely people in our community, giving purpose, routine, a channel for creative expression, somebody to talk to and friendships to be forged. Not only are we based at Jecca’s House, but we enjoy a close, symbiotic relationship with the team there, sharing some clients, working together to support, comfort those who need it.”

James Gabb – Will Writing

In 2022-2023, we continued our link up with James Gabb, Chipping Campden based solicitor, who donates Will writing services for 30 wills at no charge.

Freestyle 360 Gym – Exercise

We have continued our partnership with Freestyle 360. Tim and Tanya Spittle were also instrumental in setting up a fitness class for staff at Jecca’s House.

Louise Kingston – Benefits Advice

Louise has continued to work with us. We signpost patients and carers to her if they need some help completing forms for Blue Badges or other benefits.

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18. Our Volunteers

In 2022-2023 our volunteer numbers increased significantly. We now have a total of 16 house volunteers and 19 shop volunteers helping Campden Home Nursing.

They play a key role in the smooth operation of the charity, and we couldn’t do it without them.

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35
volunteers!
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I started volunteering here as I really enjoying looking after people, making them feel welcome and comfortable.

I love volunteering at Jecca’s House. Everybody is so friendly; there’s a lovely atmosphere and I’ve made great friends.

Rosie, volunteer at Jecca’s House

Our Tribute to Beatrice Corry

It is with great sadness that Campden Home Nursing learned of the tragic death of Beatrice Corry, a much-loved volunteer at our charity shop in Lower High Street, Chipping Campden. Beatrice was an original volunteer and founding member of our shop, which opened in 2019, and was a very valued part of our volunteer team.

Our staff and volunteers are all devastated by the news. Beatrice was a vivacious character with a kind and positive disposition, and a friend to all. She will be very greatly missed.

Helen Makaritis, CEO of Campden Home Nursing, said: “Beatrice was an incredible lady, she had so much energy and would regularly have completed a 5 mile walk before her shift in the shop. Described as a ‘force of nature’ by the shop team, she was always positive and never afraid to voice her opinion, a very intelligent lady who was knowledgeable about so many things. Never without a scarf or a twinkle in her eye, she was loved by us all.”

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19. CQC Inspection Report

On 11 January 2023 we had an inspection visit from CQC, our governing body. We were delighted with the results.

“Campden Home Nursing is an outstandingly well-led charity.”

What the CQC Inspectors said :

Staff treated patients with compassion and kindness, respected their privacy and dignity, took account of their individual needs, and helped them understand their conditions. They provided emotional support to patients, families, and carers.
Leaders ran services well using reliable information systems and supported staff to develop their skills. Staff understood the service’s vision and

values, and how to apply them in their work. Staff felt respected, supported,

and valued. They were focused on the needs of patients receiving care. Staff were clear about their roles and accountabilities. The service engaged well with patients and the community to plan and manage services and all staff were committed to improving services continually.

Summary of Outstanding practice:

Feedback from people who use the service and those who were close to them was continually positive about the way staff treated people.
There was compassionate, inclusive, and effective leadership at all levels.
Staff were proud to work for the organisation and spoke highly of the culture. There was strong collaboration and teamwork.

To read the full report go to our website at www.campdenhomenursing.org

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20.Moving Forward – 2023-2024

Our vision, supported by our values, will help forge our path going forward with our strategy for the next three years. Please see our separate Strategic Plan document available on our website. In summary, we will continue to consolidate our services, looking at our successes and our learning, and being unafraid to adapt, review or reduce activity in areas that haven’t progressed as initially planned.

Hospice Care at Home

We hope to hold a steady 10% growth this year. Following a successful recruitment drive, we are in a great place to do this, and the introduction of four new Health Care Assistants will add a new skill set to the team and enable us to do more respite care to support our carers programme.

Serious Illness Support Service We have opened outreach centres in Moreton-in-Marsh and Evesham - providing more care in the community and will continue to monitor their growth and development.

days a week, this service goes from strength to strength.

Carer Support

Supporting carers with lunch events, support groups, relaxation, and complementary therapies. We are committed to offering a holistic support service to this group.

Technology

We will continue to be use technology effectively in the running of the charity, providing safety and governance for data, and a more efficient workplace.

Fundraising

Bereavement Services

This service continues to grow, and demand gets greater every year; we now do half a day’s outreach in North Cotswolds Hospital to enable easy access to members of the community that might not be able to get to Chipping Campden.

Play Therapy

Thanks to a significant grant from The George Davies Charitable Trust, we have committed to a large expansion of this service. Now employing a Play Therapist four

Raising funds is a key new development for the charity with the employment of a Fundraising Manager in May 2023. This attention will help close the deficit that we are experiencing each year. Capital gains are no longer covering this, and we need to gain further community support.

Charity Shop

Our shop remains a huge success story, bringing in a significant contribution to the charity. We are open to expansion in this area should the right opportunity become available.

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21. 2022-2023: Financial Headlines

Income	2022-2023	2021-2022	% difference
NHS Covid Funding via Hospice UK	£2,826	£38,948	↓ 93%
CCG - continuing healthcare	£34,210	£35,294	↓ 3%
Donations and Legacies	£62,751	£67,313	↓ 7%
Investment Income	£154,050	£144,340	↑ 7%
Other Grants	£1,215,822	£13,167	↑ 9134%
Trading Income	£139,691	£121,141	↑ 15%
Other Fundraising	£25,340	£27,812	↓ 9%
Total Income	£1,634,690	£448,015	↑ 265%

Expenditure	2022-2023	2021-2022	% difference
Fundraising Trading	£67,961	£66,793	↑ 2%
Home Nursing Care Direct Staff Costs	£476,649	£365,347	↑ 30%
Home Nursing Care Other Direct Costs	£27,143	£24,062	↑ 13%
Counselling, Complimentary Therapies and other nursing costs	£17,777	£20,204	↓ 12%
Support Staff Costs	£168,555	£154,777	↑ 9%
Support Other Costs	£29,862	£65,312	↓ 54%
Investment Management Costs	£42,138	£61,993	↓ 32%
Total Expenditure	£830,085	£758,488	↑ 9%

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22.Financial Statements: Year Ended 31 March 2023

Campden Home Nursing CIO Charity No: 1178423

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	Page
2022-2023: Governance. Reference and Administrative Details of the Charity,
its Trustees and Advisors	2
2022-2023: Trustees’ Report	3-8
2022-2023: Statement of Trustees Responsibilities	9
2022-2023: Independent Auditor’s Report	10-13
2022-2023: Statement of Financial Activities	14
2022-2023: Balance Sheet	15
2022-2023: Cashflow Statement	16
2022-2023: Notes to the Financial Statements	18-33
Finally…	34

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2022-2023: Governance

Reference and Administrative Details of the Charity, its Trustees and Advisors for the year ended 31 March 2023

Dr I Henry (Co-Chair) Dr A Petros Dr M Degnan Mrs. S E Roberts (Co-Chair) Mrs. E Milnes-James Mr. E Wiggans Mrs. V.J. Fenwick Ms. L Piper

Chief Executive Officer

Helen Makaritis

Senior Leadership Team Heather Barley Anna Bennett Helen Makaritis

Charity Registered Number

1178423

Principal Office

Jecca’s House, Aston Road, Chipping Campden, Gloucestershire, GL55 6HR

Independent Auditor

Byrd Link Audit and Accountancy Services Limited, Honeybourne Place, Jessop Avenue, Cheltenham GL50 3SH

Bankers

Lloyds Bank Plc, 19 High Street, Evesham, Worcestershire, WR11 4DQ

Investment Advisors

Quilter Cheviot, Two Snowhill, Snow Hill Queensway, Birmingham, B4 6GA

Investment Advisors

Rathbone Brothers Plc, 8 Finsbury Circus, London, EC2M 7AZ

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2022-2023: Trustees’ Report

Introduction

The Trustees present their report of Campden Home Nursing CIO (Campden Home Nursing) for the year ended 31 March 2023. In presenting this report, the Trustees have complied with the Charities Statement of Recommended Practice (Financial Reporting Standard 102) (the “Charities SORP FRS 102”).

Reference and Administrative Information

The Trustees of the charity are listed on page 2. Principal places of business and professional advisors of the charity are given on page 2.

Structure, Governance and Management Organisational Structure

Until 23 October 2018 the charity operated under a Deed of Trust executed in 1991, as amended on 20 May 2009 and registered with the Charity Commission, as charity number 1007840. On 23 October 2018, the Trustees transferred the assets and liabilities of the Trust to Campden Home Nursing CIO, a Charitable Incorporated Organisation, registered with the Charity Commission, as charity number 1178423. The Charitable Trust remains in existence for receipt of income and other purposes, but the operational charitable activities are now performed by the Charitable

Incorporated Organisation, both are linked at the Charity Commission and therefore are one legal entity.

Governance

The governing body is the Board of Trustees, who are listed on page 2. Trustees serve for a 4-year term which may be renewed up to three times (maximum 16 years). The Board of Trustees are entitled to appoint additional Trustees, and a skills matrix has been established by the Trustees which identifies skill and/or experience gaps or shortages, which lead to recommendations and potential appointment of new Trustees. Any potential new Trustee will be recommended to the Board of Trustees and is required to be appointed by a unanimous vote. It is a requirement of the Deed that one doctor from Chipping Campden Surgery is a Trustee.

The methods, policies and procedures established within the charity for recruitment, appointment, induction, and training of Trustees are continually reviewed. All new Trustees are made aware of their responsibilities as Trustees and are provided with relevant guidance issued by the Charities Commission from time to time.

Charity Governance Code

The Trustees have reviewed the guidance and best practice within the Charity Governance Code and are satisfied that Campden Home Nursing CIO works in line with the Code in all ways where it is practicable to do so. Where there are possible improvements to the working practices in line with the Code, actions have been identified and will be implemented in the next 12 months.

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2022-2023: Trustees’ Report (continued)

Management

The Trustees are responsible for approving strategy and policy for the charity and for ensuring that these are implemented. The Trustees approve staff appointments, and expenditure which is not within set budgets, or which is above approved spending limits. The Trustees and staff come together once a year for a Strategy Away Day to review activities for the year and revise and set strategy for the following 3 years. Management remuneration is set by Trustees and is benchmarked against similar charitable organisations. Remuneration is reviewed annually in line with the new financial year.

The Charity is based at Jecca’s House, Aston Road, Chipping Campden, and the day-to-day management of the Charity is delegated by the Board of Trustees to the CEO, Helen Makaritis, who is responsible for running the charity and its services with the support of the Head of Nursing and Finance Manager. Together this team oversee and run the Hospice at Home Service, the Serious Illness Support Service, the Bereavement team, Play Therapy, Communications, Fundraising, HR, and Retail. The Head of Nursing, Heather Barley is responsible for the management of the operational delivery of nursing services, setting nursing governance and policies and liaison with any clinical input groups.

The charity works closely with the similar organisations in the area, collaborating on staff training and operational policies to streamline services for the benefit of patients and to make efficiency savings where possible. Shared knowledge is of huge benefit and valued by all parties.

Risk Management

The Trustees confirm that they have identified and reviewed the major risks to which the charity is exposed and have established systems and controls to mitigate those risks. Organisational risks are reviewed annually or more frequently if required. An updated Risk Register has been created since moving into Jecca’s House and is reviewed formally at a Trustees’ meeting once a year.

Public Benefit

The Trustees have regard to the Charity Commissioners’ guidance on public benefit and the activities carried out are consistent with the requirements. The charity provides psychological support to patients through the Serious Illness Support Centre from diagnosis through to remission or to end of life through the Hospice Care at Home nursing team. Both the Hospice at Home and the Serious Illness Support team aim to relieve the suffering of patients at the end of life and to provide comfort and support to those patients, their families, and friends. After the loss of a loved one further support is offered through the Bereavement Counselling Team.

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2022-2023: Trustees’ Report (continued)

Objectives

The mission of the charity is primarily to provide Hospice at Home nursing care, without charge, to terminally ill patients within a defined geographic area which as a guideline is a 12-mile radius of Chipping Campden, Gloucestershire.

The formal objectives of the charity are to apply the capital and income of the charity for the relief of sickness by the provision of:

Home nursing care for persons suffering from terminal illness as defined by the Department of Health and Social Care (or the government department which is the successor to the Department of Health).
Home nursing care where hospital admission would normally be required but is unavailable or refused by the patient; and
Casual home nursing services where the Trustees in their absolute discretion deem it necessary.

Our new services, which were reviewed at the annual strategy Day, are within the scope of our charitable objectives. All services are offered free of charge to the patient and their families. The aim is to relieve suffering and provide comfort and support for patients who wish to be at home during their last days and weeks so that they may be surrounded by their families and loved ones. Campden Home Nursing attends meetings at doctors’ surgeries on a regular basis to ensure that we are aware of the times when our services might be needed, so that we can visit families in a timely manner, creating relationships for the nursing care to be easy and supportive for the patient and families.

Income

Our investment strategy remains to derive sufficient investment income from our portfolio which, alongside our traditional non-investment sources of income, ensures that our operations are properly funded, while preserving capital both to enable capital expenditure to be supported and to provide a base for future investment income. Our traditional non-investment income sources continue to be very important, being:

Gifts, legacies, contributions from patients, their relatives and friends, and other supporters.
Donations.
Fund-raising by well-wishers, local groups, and dedicated fund-raisers.
Trading surplus from the Charity Shop.
Grants.

Across all these activities, the production of income for the charity runs alongside the raising of the charity’s profile in the community we serve. This profile is important to ensure that as many people as possible who need our help ask for it.

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2022-2023: Trustees’ Report (continued)

The performance of our investment portfolio is dealt with elsewhere in this report.

The charity benefitted from funding from a variety of sources during the year, including NHS England COVID-19 funding via Hospice UK: £2,826 (2021/2022: £38,948), funding from the Clinical Commissioning Groups of Gloucestershire and Hereford and Worcestershire: £34,210 (2021/2022: £35,294), a grant from Gloucestershire County Council of £10,000 (2021/2022: £10,500) and others shown in Notes 5 and 6 to the accounts. We are very grateful to all our supporters in what has been a challenging year.

In January 2023 we received a grant of £1,200,000 from The George Davies Charitable Trust towards expansion of our Play Therapy provision. This grant is restricted to Play Therapy and associated costs only. It has enabled us to employ a Play Therapist for 30 hours per week, and to extend the provision of children’s bereavement therapy across the North Cotswolds. The grant is to be received in 10 instalments of £120,000 each over a 10-year period. In line with the Statement of Recommended Practice (SORP), we have recognised the entirety of the grant in January 2023. The first instalment was received in these financial statements, and the balance of £1,080,000 is shown as a debtor at 31 March 2023.

Restricted grant income such as this enables us to expand specific streams of charitable activity. However, we are still in need of unrestricted funds to assist in closing the gap on our annual budget deficit. At our fundraising strategy review, we took the decision to employ a Fundraising Manager who started work in May 2023, with a view to increasing our unrestricted funding to support the charity going forward.

This year, in terms of donations, we have received £62,751 (2021/2022: £67,313), from the public, patients and their families. Minimal fundraising was carried out in the year to 31 March 2023. A grant writer was engaged who successfully secured funding for the charity. With the employment of a Fundraising Manager in May 2023, we are looking to increase this significantly in line with a new fundraising strategy which will be implemented in the coming year. All fundraising was carried out according to the rules of the Fundraising Regulator and with a Small Society Lottery Permit. Our fundraising income, excluding income from the Charity Shop, decreased to £25,340 (2021/2022: £27,812). This fundraising made a net contribution to funds of £21,186 (2021/2022: £23,609).

Our Charity Shop income increased to £139,691 (2021/2022: £121,141). The running costs, including fixed property costs were £63,807 (2021/2022: £66,648) so the shop contributed to funds with a profit of £75,884 (2021/2022: £58,552).

Our investment return increased only slightly from the previous year as companies continued to recover from the impacts of COVID-19 and the uncertainty of the markets after the invasion of Ukraine by Russian forces. Investment income was £154,050 (2021/2022: £144,340).

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2022-2023: Trustees’ Report (continued)

Expenditure

Expenditure for the year has increased, including Nursing costs £521,569 (2021/2022: £409,612) and other staffing costs £168,555 (2021/2022: £154,778). Support costs excluding staff decreased to £29,862 (2021/2022: £65,313), including annual depreciation of £9,248 (2021/2022: £9,738).

Total non-investment income exceeded expenditure by £650,555 (2021/2022: £-454,813). Direct costs which are incurred to deliver our services are 72% (2021/2022: 65% ) of total expenditure on charitable activities. Support costs are mainly ongoing costs to support the direct costs.

Investment Policy and Performance

Investments are held for the purpose of generating funds for charitable activities and as a safeguard against any future shortfall in income. The Trustees investment objective is to maximise income while preserving capital. The investment strategy, reviewed periodically by the Trustees taking the advice of the Investment Advisers, is to hold investments for the long term, with a medium tolerance of risk, rather than to seek to generate returns through trading activities.

Our strategy is to maintain a balanced and diversified portfolio. The portfolio is managed on a discretionary basis by our Investment Advisors, Quilter Cheviot and Rathbones, with the aim of increasing our total return, i.e., the total of both income receivable and capital growth. An annual review was held with each company in April 2023 and the Trustees were satisfied that the performance was in line with market rates and with the investment objectives of the charity.

In November 2022 we made the decision to transfer our funds invested with Quilter Cheviot to their Charity Authorised Investment Fund (CAIF). The objectives, values and risk profile remain in line with our previous portfolio, however the CAIF is authorised by the Charities Commission and has been created under the Charities Act. The management fees are exempt from VAT and to date have been significantly lower. We also expect the total returns on investments to increase compared to our previous portfolio, where possible.

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2022-2023: Trustees’ Report (continued)

2022-23 was a difficult year for investments, with the shock of the Ukraine War, soaring energy prices and out of control inflation rates globally, as well as higher gilt yields and devaluation of the pound in the UK. With much uncertainty about the risk of a recession and how high inflation rates would peak, our investment managers have remained carefully cautious with their long-term investment strategies. In consultation with our Investment Advisors the Trustees decided that in the context of the long-term nature of the investment strategy, it was not appropriate to make short term reactive changes to the portfolio.

However, we expect investment income to remain lower than previous years while the uncertainty and volatility in the world continues. We hold our investments for the long term and our objective is to maintain investment capital levels in real terms and use both any additional capital growth and income for the provision of services as far as possible. In the short term we recognise that we will use some of the capital to cover costs while we grow, and we also recognise that we may need to do so when markets are weak or suffer an unexpected hit such as COVID-19. Previously, the combined returns on our investments have covered any deficit on the statement of financial assets, however our deficit has increased and therefore we have reviewed our Reserves Policy and Fundraising Strategy to reflect this.

Reserves Policy

The charity is now well established with a 30-year history and respected for the quality of its services to the local community. The very generous legacy given to the charity in 2017 changed the landscape of the charity and it is the CEO and Trustees’ duty to assure not only continuation and expansion of the core palliative Hospice at Home nursing service which we have been providing for many years, but also to carefully consider opportunities to extend the service we provide consistent with the objectives of the charity. Such opportunities are being properly researched and assessed, and the Trustees have determined an appropriate reserves policy in that respect.

The Trustees retain, for the core palliative nursing provision, reserves sufficient in their estimation to sustain full operations for at least 10 years even if other income remains depressed. In assessing the reserves position annually, the Trustees note the following:

Costs of nursing, particularly salaries, due to levels of activity and pension provision and the split between fixed permanent contracted roles and zero-hours part-time contracted roles to ensure nursing needs are met.
Overhead and administration costs as the level and number of services expand.
Costs associated with fulfilling Charity Commission and Care Quality Commission requirements.
Volatility in investment values and yields, particularly relevant following the world events including the pandemic and the war due to the invasion of Ukraine.
Potential volatility in patient and staffing numbers due to impact of COVID-19 on the country, on the NHS, and the potential long-term presence of the disease.

At 31 March 2023 the reserves of the charity were £8,507,883 (2022: £ 8,255,644 ), of which £1,193,219 (2022: £ 7,525) are restricted reserves, including losses on investments of £522,366

(2022: gains of £ 409,052 ) . These reserves meet the requirements of the charity’s reserve policy.

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2022-2023: Statement of Trustees’ Responsibilities

The Trustees are responsible for preparing the Trustees’ Annual Report and the financial statements in accordance with applicable law and United Kingdom Generally Accepted Accounting Practice (United Kingdom Accounting Standards).

The law applicable to charities in England and Wales requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity 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.
Make judgements and estimates that are reasonable, and prudent.
State whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements.
Prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in business.

The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the charity’s transactions, 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 Charities (Accounts and Reports) Regulations 2008 and the provisions of the charity’s constitution. 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.

Statement as to Disclosure of Information to Auditors

So far as the Trustees are aware, there is no relevant audit information of which the charity’s auditors are unaware and each Trustee has taken all the steps that he or she ought to have taken as a Trustee in order to make himself or herself aware of any relevant audit information and to establish that the charity’s auditors are aware of that information.

By order of the Trustees

Sarah Roberts Dr Irene Henry Treasurer Trustee, Co-Chair Co-Chair of Trustees Date signed: 11 July 2023

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2022-2023: Independent Auditor’s Report

Opinion

We have audited the financial statements of Campden Home Nursing CIO (the ‘charity’) for the year ended 31 March 2023 which comprise Statement of Financial Activities, Balance Sheet, Cashflow Statement and notes to the financial statements, including significant accounting policies. 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 charity’s affairs as at 31 March 2023, 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’s 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.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the Trustees’ 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 Trustees with respect to going concern are described in the relevant sections of this report.

Other information

The other information comprises the information included in the Trustees’ annual report, other than the financial statements and our Auditor’s Report thereon. The Trustees are responsible for the other information contained within the annual report. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

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2022-2023: Independent Auditor’s Report (continued)

Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements, or our knowledge obtained in

the course of the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

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 financial statements is inconsistent in any material respect with the Trustees’ report; or
the charity has not kept adequate accounting records; or
the financial statements are not in agreement with the accounting records and returns; or
we have not received all the information and explanations we require for our audit.

Responsibilities of Trustees

As explained more fully in the Trustees’ Responsibilities Statement set out on page 9 the Trustees are 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 Trustees are 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 Trustees 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 144 of the Charities Act 2011 and report in accordance with regulations made under section 154 of that Act.

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

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2022-2023: Independent Auditor’s Report (continued)

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.

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We identified and assessed the risks of material misstatement of the financial statements from irregularities, whether due to fraud or error, at the audit planning stage and discussed these between the audit engagement team. Discussions with management and those charged with governance around laws, regulations and compliance were also undertaken at the audit planning stage. We then designed and performed audit procedures in response to these identified risks. Such audit procedures include obtaining sufficient, appropriate audit evidence to provide a basis for our audit opinion.

We obtained an understanding of the legal and regulatory frameworks within which the charity operates, focusing on key laws and regulations which have a direct effect on the determination of material amounts and disclosures within the financial statements. We considered the Charities Act 2011, Charities SORP (FRS 102), HM Revenue & Customs and Care Quality Commission (CQC) regulations to be such key laws and regulations. We have assessed the impact of any breaches in these laws and regulations and considered whether any such findings have a material impact on the financial statements.

We also considered the systems and controls in place and the opportunities and incentives that may exist within the charity for fraud or manipulation of these financial statements. We identified the key risks on the financial statements in relation to fraud were management override of controls and income recognition. The audit procedures designed to respond to these risks included sample testing on journals and review of key accounting estimates, discussion with management, reviewing regulatory correspondence, legal expenditure, and Trustee meeting minutes along with sample testing on income streams.

Our audit procedures, together with our assessment of risks identified at planning, were transparent to the charity and have been communicated to the Trustees throughout the audit as well as within the audit engagement team.

Because of the inherent limitations of an audit, and the fact that audit procedures, whilst planned and performed in line with audit standards, test a sample of financial transactions, there is an unavoidable risk that we will not detect all irregularities, including those leading to a material misstatement in the financial statements, or non-compliance with regulation. This risk increases the more that compliance with a law or regulation is removed from the events and transactions reflected in the financial statements, as we will be less likely to become aware of instances of noncompliance. The risk is also greater regarding irregularities occurring due to fraud rather than error, as fraud involves intentional concealment, forgery, collusion, omission, misrepresentation, or the override of internal controls. Ultimately, it is the responsibility of the Trustees for the prevention and detection of fraud and non-compliance.

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2022-2023: Independent Auditor’s Report (continued)

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-of-thefi/description-of-the-auditor%E2%80%99s-responsibilities-for.This description forms part of our Auditor’s Report.

Use of our report

This report is made solely to the charity’s Trustees, 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 Trustees 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 Trustees as a body, for our audit work, for this report, or for the opinions we have formed.

Byrd Link Audit & Accountancy Services Limited (Statutory Auditor)

Honeybourne Place Jessop Avenue Cheltenham GL50 3SH

Date:

Byrd Link Audit & Accountancy Services Limited is eligible to act as an Auditor in terms of section 1212 of the Companies Act 2006.

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2022-2023: Statement of Financial Activities

Note Income From: Donations and legacies 2 Other trading activities 3 Investments 4 Grants 5 Other 6 Total Income Expenditure on: Fundraising trading 3 Charitable activities 7 Investment Management 8 Total expenditure Net (expenditure)/income before investment gains/(losses) 9 Net gains/(losses) on investments 12 Transfers between funds 12 Net income and net movement in funds Reconciliation of funds: Total funds brought forward 12 Total funds carried forward 12	Unrestricted Funds 2023 £ 62,751 165,031 154,050 - - 381,832 67,961 665,161 42,138 775,260 (393,428) (552,366) 12,339 (933,455) 8,248,119 7,314,664	Restricted Funds 2023 £ - - - 1,218,648 34,210 1,252,858 - 54,825 - 54,825 1,198,033 - (12,339) 1,185,694 7,525 1,193,219	Total Funds 2023 £ 62,751 165,031 154,050 1,218,648 34,210 1,634,690 67,961 719,986 42,138 830,085 804,605 (552,366) - 252,239 8,255,644 8,507,883	Total Funds 2022 £ 67,313 148,953 144,340 - 87,409
				448,015
				66,792 629,703 61,993
				758,488
				(310,473) 409,052 -
				98,579 8,157,065
				8,255,644

The notes on pages 18 to 33 form part of these financial statements.

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2022-2023: Balance Sheet

1,118,382 243,795	2023 £ 1,475,671 5,703,705	100,636 142,807	2022 £ 1,460,342 6,608,993
	7,179,376 1,328,507		8,069,335 186,309
1,362,177 (33,670)		243,443 (57,134)

	8,507,883		8,255,644
	1,193,219 7,314,664		7,525 8,248,119
	8,507,883		8,255,644

The financial statements were approved and authorised for issue by the Trustees on 11 July 2023 and signed on their behalf, by:

Sarah Roberts Treasurer, Co-Chair of Trustees

The notes on pages 18 to 33 form part of these financial statements.

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2022-2023: Cashflow Statement

The notes on pages 18 to 33 form part of these financial statements.

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2022-2023: Notes to the Financial Statements

Accounting Policies

Campden Area Home Nursing Trust was a charity registered with The Charities Commission England and Wales (charity number: 1007840). On 23 October 2018 the trade and assets were transferred to the new entity Campden Home Nursing CIO (charity number: 1178423). The address of its registered office is Jecca’s House, Aston Road, Chipping Campden, Gloucestershire, GL55 6HR.

1.1 Basis of Preparation of Financial Statements

The financial statements have been prepared in accordance with the Charities SORP (FRS 102) - Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011.

Campden Home Nursing CIO constitutes a public benefit entity as defined by FRS 102. Assets and liabilities are initially recognized at historical cost or transactional value unless otherwise stated in the relevant accounting policy.

1.2 Going Concern

The charity has cash resources to fund their normal operating activities. Following a review of the financial position, the reserves levels and future plans, the charity is engaging in further fundraising activity in order to ensure a sustainable future and maintain investment asset levels. The Trustees believe the going concern basis of accounting is appropriate in preparing the annual financial statements.

1.3 Income

All income is recognised once the charity has entitlement to the income, it is probable that the income will be received, and the amount of income receivable can be measured reliably.

For legacies, entitlement is taken as the earlier of the date on which either: the charity is aware that probate has been granted, the estate has been finalised and notification has been made by the executor(s) to the charity that a distribution will be made, or when a distribution is received from the estate. Receipt of a legacy, in whole or in part, is only considered probable when the amount can be measured reliably, and the charity has been notified of the executor's intention to make a distribution. Where legacies have been notified to the charity, or the charity is aware of the granting of probate, and the criteria for income recognition have not been met, then the legacy is treated as a contingent asset and disclosed if material.

Income from other trading activities includes income earned from the running of the Charity Shop and income from fundraising events.

Income tax recoverable in relation to donations received under Gift Aid is recognised at the time of the donation.

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2022-2023: Notes to the Financial Statements (continued)

Accounting Policies (continued)

1.4 Expenditure

Expenditure is accounted for on an accrual’s basis. Expenditure is classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity.

Fundraising costs are those incurred in seeking voluntary contributions, investment manager's fees and costs associated with running the Charity Shop.

Governance costs include those incurred in the governance of the charity and its assets and are primarily associated with constitutional and statutory requirements and are included within support costs.

All expenditure is inclusive of irrecoverable VAT.

1.5 Government Grants

Government grants relating to tangible fixed assets are treated as deferred income and released to the Statement of financial activities over the expected useful lives of the assets concerned. Other grants are credited to the Statement of financial activities as the related expenditure is incurred.

1.6 Tangible Fixed Assets and Depreciation

All assets costing more than £1,000 are capitalised.

Tangible fixed assets are carried at cost, net of depreciation and any provision for impairment. Depreciation is provided at rates calculated to write off the cost of fixed assets, less their estimated residual value, over their expected useful lives on the following bases:

Buildings	-	1% Straight Line
Landscaping/Car Park	-	4% Straight Line
Office equipment	-	33% Straight Line
Computer equipment	-	33% Straight Line

1.7 Investments

Fixed asset investments are a form of financial instrument and are initially recognised at their transaction cost and subsequently measured at fair value at the Balance sheet date. Investment gains and losses are combined and shown in the heading ‘Net gains/(losses) on investments’ in the Statement of Financial Activities.

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2022-2023: Notes to the Financial Statements (continued)

1.8 Investment Income

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the bank.

Dividends are accounted for when received or declared and receivable.

1.9 Operating Leases

Rentals under operating leases are charged to the Statement of Financial Activities on a straightline basis over the lease term.

1.10 Debtors

Other debtors and accrued income are recognised at the settlement amount. Prepayments are valued at the amount prepaid net of any trade discounts due.

1.11 Cash at Bank and in Hand

Cash at bank and in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

1.12 Creditors

Creditors are recognised when there is an obligation at the Balance Sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably. Creditors are recognised at the amount that the charity anticipates it will pay to settle the debt.

1.13 Financial Instruments

The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value.

1.14 Taxation

As a recognised charity, the charity is exempt from corporation tax so far as it relates to its charitable activities.

1.15 Pensions

The charity operates a defined contribution pension scheme, and the pension charge represents the amounts payable by the charity to the fund in respect of the year.

1.16 Fund Accounting

General funds are unrestricted funds which are available for use at the discretion of the Trustees in furtherance of the general objectives of the charity and which have not been designated for other purposes.

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2022-2023: Notes to the Financial Statements (continued)

1.17 Critical accounting estimates and areas of judgment

Preparation of the financial statements requires management to make judgements and estimates.

The Trustees consider that there are no material judgements in applying accounting policies or key sources of estimation uncertainty.

1.18 Volunteers

The value of services provided by volunteers has not been included in the financial statements in line with SORP (FRS 102). The role of volunteers is detailed in the Trustees' Report.

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2022-2023: Notes to the Financial Statements (continued)

2 Income from donations and legacies

Donations Legacies 2022	Unrestricted funds 2023 £ 62,751 - 62,751 67,063	Restricted funds 2023 £ - - - 250	Total Total funds funds 2023 2022 £ £ 62,751 67,313 - - 62,751 *67,313* 67,313

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2022-2023: Notes to the Financial Statements (continued)

4 Investment income

Dividends Bank interest 2022 5 Grant Income	Unrestricted Funds 2023 £ 153,866 184 154,050 144,340	Restricted Funds 2023 £ - - - -	Total Total Funds Funds 2023 2022 £ £ 153,866 144,336 184 4 154,050 144,340 144,340

NHSE COVID19 Funding Cotswold District Council Retail Grant Gloucestershire CC - Garden Grant Gloucestershire CC - Carers Grant Funding The Hospital Saturday Fund The George Davies Charitable Trust The Free Hospital Trust Fund 2022	Unrestricted Funds 2023 £ - - - - - - - - 2,667	Restricted Funds 2023 £ 2,826 - - 10,000 2,000 1,200,000 3,822 1,218,648 49,488	Total Total Funds Funds 2023 2022 £ £ 2,826 38,948 - 2,667 - 500 10,000 10,000 2,000 - 1,200,000 - 3,822 - 1,218,648 52,115 52,155

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2022-2023: Notes to the Financial Statements (continued)

6 Other income Gloucestershire CCG - continuing healthcare Hereford & Worcestershire CCG - continuing healthcare 2022	Unrestricted Funds 2023 £ - - -	Restricted Funds 2023 £ 8,127 26,083 34,210 35,294	Total Total Funds Funds 2023 2022 £ £ 8,127 13,024 26,083 22,270 34,210 35,294 35,294

7 Analysis of expenditure on charitable activities Summary by fund type

Home nursing care 2022 Analysis of expenditure by activities Home nursing care 2022 Analysis of direct costs Staff costs Staff mileage allowance Nurses' training costs Telephone Professional fees Counselling, complimentary therapies and other nursing costs 2022	Unrestricted Funds 2023 £ 665,161 553,869 Direct 2023 £ 521,569 409,612 Unrestricted Funds 2023 £ 429,751 12,598 3,746 307 10,492 14,716 471,610 333,778	Restricted Funds 2023 £ 54,825 75,834 Support 2023 £ 198,417 220,091 Restricted Funds 2023 £ 46,898 - - - - 3,061 49,959 75,834	Total Total Funds Funds 2023 2022 £ £ 719,986 629,703 629,703 Total funds Total funds 2023 2022 £ £ 719,986 629,703 629,703 Total Total Funds Funds 2023 2022 £ £ 476,649 365,347 12,598 11,363 3,746 4,608 307 668 10,492 7,422 17,777 20,204 521,569 409,612 409,612

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2022-2023: Notes to the Financial Statements (continued)

7 Analysis of expenditure on charitable activities (continued) Analysis of support costs

Staff costs Depreciation Travel costs Telephone Insurance Professional fees Stationery and general expenses Rent and office costs Administration Training Auditor's remuneration Marketing and advertising Recoverable VAT Recruitment Overhead Contribution from Play Therapy 2022	Unrestricted funds 2023 £ 168,555 9,249 195 3,547 5,746 805 (26,290) 16,768 724 1,133 8,159 8,707 - 270 (4,017) 193,551 220,091	Restricted funds 2023 £ - - - - - - 289 - - - - 560 - - 4,017 4,866 -	Total Total funds funds 2023 2022 £ £ 168,555 154,778 9,249 9,738 195 209 3,547 4,209 5,746 6,758 805 1,298 (26,001) 9,368 16,768 15,974 724 (275) 1,133 721 8,159 10,124 9,267 6,189 - - 270 1,000 - - 198,417 220,091 220,091

Included within the support costs above are governance costs of £6,795 (2022: £8,873), which includes £6,795 (2022: £8,873) for audit and accountancy.

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2022-2023: Notes to the Financial Statements (continued)

8 Investment management costs

Investment management fees 2022	Unrestricted Restricted funds funds 2023 2023 £ £ 42,138 - 61,993 -	Total Total funds funds 2023 2022 £ £ 42,138 61,993 61,993

Net income
This is stated after charging:
	2023	2022
	£	£
Depreciation of tangible fixed assets: owned by the Charity	10,010	10,499
Auditor's remuneration - audit	6,795	8,900
Auditor's remuneration - other services	-	250
Operating lease rentals	25,800	25,908

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2022-2023: Notes to the Financial Statements (continued)

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2022-2023: Notes to the Financial Statements (continued)

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2022-2023: Notes to the Financial Statements (continued)

12 Statement of funds

Statement of funds - current year

2022-202~~3: Not~~ (continued) Balance at 1 April 2022 £ Restricted funds NHSE COVID19 Funding - Gloucestershire CCG - continuing healthcare - Hereford & Worcestershire CCG - continuing healthcare - Gloucestershire CC - Garden Grant Funding 500 Gloucestershire CC - Carers Grant Funding 7,025 The Hospital Saturday Fund - The George Davies Charitable Trust - The Free Hospital Trust Fund - Total Restricted funds 7,525 Unrestricted funds General funds 8,248,119 Total Unrestricted funds 8,248,119 Total funds - current year 8,255,644 Statement of funds - prior year Balance at 1 April 2021 £ Restricted funds Restricted funds 2,517 Unrestricted funds General funds 8,154,548 Total funds - prior year 8,157,065	~~es to~~ Income £ 2,826 8,127 26,083 - 10,000 2,000 1,200,000 3,822 1,252,858 381,832 381,832 1,634,690 Income £ 84,992 360,356 445,348	~~the F~~ Expenditure £ (2,826) (8,127) (26,083) (500) (10,151) - (6,781) (357) (54,825) (775,260) (775,260) (830,085) Expenditure £ (75,834) (679,987) (755,821)	~~inan~~ Gains/ (Losses) £ - - - - - - - - - (552,366) (552,366) (552,366) Gains/ (Losses) £ - 409,052 409,052	~~cial Statem~~ents Transfer Balance at of Funds 31 March 2023 £ £ - - - - - - - - (6,874) - (2,000) - - 1,193,219 (3,465) - (12,339) 1,193,219 12,339 7,314,664 12,339 7,314,664 - 8,507,883 Transfer Balance at of Funds 31 March 2022 £ £ (4,150) 7,525 4,150 8,248,119 - 8,255,644

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2022-2023: Notes to the Financial Statements (continued)

12 Statement of funds (Continued)

NHS COVID 19 Funding distributed by Hospice UK, based on the provision of hospice capacity and completion of a capacity tracker.
Gloucestershire CCG continuing healthcare funding provided for approved packages of care per contract. - Hereford & Worcestershire CCG continuing healthcare funding provided for approved packages of care per contract.
Gloucestershire County Council Grant provided to gardening therapy group towards the cost of a greenhouse
Gloucestershire County Council Carer's Grant provided for the support of informal carers, working with Gloucestershire Carer's Hub.
The Hospital Saturday Fund contribution towards counselling cabin
The George Davies Charitable Trust to provide funding of £120,000 for 10 years towards expansion of Play Therapy provision
The Free Hospital Trust Fund grant provided for costs relating to set up of Play Therapy service

13 Analysis of net assets between funds

Analysis of net assets between funds - current year

Tangible fixed assets Fixed asset investments Current assets Creditors due within one year	Unrestricted funds 2023 £ 1,475,671 5,703,705 168,958 (33,670) 7,314,664	Restricted Total funds funds 2023 2023 £ £ - 1,475,671 - 5,703,705 1,193,219 1,362,177 - (33,670) 1,193,219 8,507,883

Analysis of net assets between funds - prior year

Tangible fixed assets Fixed asset investments Current assets Creditors due within one year	Unrestricted funds 2022 £ 1,460,342 6,608,993 235,918 (57,134) 8,248,119	Restricted Total funds funds 2022 2022 £ £ - 1,460,342 - 6,608,993 7,525 243,443 - (57,134) 7,525 8,255,644

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2022-2023: Notes to the Financial Statements (continued)

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2022-2023: Notes to the Financial Statements (continued)

16 Debtors
	2023		2022
	£		£
Due within one year:
Trade debtors		5,424	25,135
Prepayments and accrued income		133,939	52,099
Tax recoverable		19,019	23,402
Due later than one year:
Prepayments and accrued income		960,000	0
	1,118,382		*100,636*
17 Creditors: Amounts falling due within one year
	2023		2022
	£		£
Trade creditors		13,950	23,166
Other taxation and social security		-	8,992
Other creditors		-	2,977
Accruals		19,720	21,999
		33,670	*57,134*
18 Financial instruments
		2023	2022
		£	£
22-2023: Notes to the Financi~~al Statemen~~ts Financial assets measured at fair value through income and expenditure 5,703,705 6,608,993
(continued) Financial assets measured at fair value through income and expenditure comprise of listed			investments.
19 Operating activities
		2023	*2022*
		£	£
Net income for the reporting period		252,239	98,579
Adjustments for:
Dividends and interest		(154,050)	(144,340)
(Gains)/Losses on investments		552,366	(409,052)
Depreciation		10,010	10,499
Loss on Disposal of Fixed Assets		-	3,299
Increase/(decrease) in creditors		(23,464)	13,804
(Increase)/decrease in debtors	(1,017,746)		3,237
Net cash used in operating activities:		(380,645)	*(423,974)*

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2022-2023: Notes to the Financial Statements (continued)

20 Pension commitments

The Charity operates a defined contributions pension scheme. The assets of the scheme are held separately from those of the Charity in an independently administered fund. The pension cost charge represents contributions payable by the Charity to the fund and amounted to £21,441 (2022: £16,446) . £nil contributions were payable to the fund at the balance sheet date (2022: £2,977)

21 Operating lease commitments

At 31 March 2023 the Charity had commitments to make future minimum lease payments under non-cancellable operating leases as follows:

non-cancellable operating leases as follows:
Not later than 1 year Later than 1 year and not later than 5 years Later than 5 years	2023 £ 22,575 - - 22,575	2022 £ 25,800 22,575 -
		48,375

22 Capital commitments

As at 31 March 2023, the Charity had committed to no capital works (2022: £1,400) .

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Finally…

We would like to thank everyone who has supported us this last year whether financially or with their precious time. Following the pandemic, the community need is greater than ever for us to provide support – whether this s nursing, counselling, or navigating a family through the challenging path of a life-threatening illness.

To donate or volunteer, please visit www.campdenhomenursig.org or call us on: 01386 840505.

Campden Home Nursing CIO Jecca’s House Aston Road Chipping Campden GL55 6JG

Tel: 01386 840505 email: info@campdenhomenursing.org www.campdenhomenursing.org

Registered charity no: 1178423

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Contents

1. Who We Are

Our Mission

Our Values

2. Message From our Co-Chairs

CEO’s Welcome 3.

What We Do 4.

Serious Illness Support

Hospice Care at Home Service

Bereavement Services

5. Our People

The Trustee Team and CEO

6. 2022-2023: Our Year in Numbers

7. 2022-2023: Hospice Care at Home Service and Serious Illness Support Service

Hospice Care at Home

Serious Illness Support Service

8. A Nurse’s Thoughts, by Dawn Hetherington

9. Our Story, by the Hands Family

10. 2022-2023: Complementary Therapies

Reflexology

‘M’ Technique Massage

11. 2022-2023: Bereavement Services

What we offer

12. 2022-2023: Play Therapy

What We Offer?

13. 2022-2023: Human Resources

Centre Support Team

Nursing Team

Bereavement Team

House Operations Team

Charity Shop Team

Achievements in 2022-2023

14. 2022-2023: Marketing Communications

Website

Social Media

Fundraising

Print

Public Relations

Customer Relations Management

15. 2022-2023: Our Charity Shop

16. 2022-2023: Our Charity Shop in Numbers

Key Figures from 2022-2023

17. Supporting Education and Community Partnerships

Cotswold Friends

James Gabb – Will Writing

Freestyle 360 Gym – Exercise

Louise Kingston – Benefits Advice

18. Our Volunteers

Our Tribute to Beatrice Corry

19. CQC Inspection Report

20.Moving Forward – 2023-2024

Hospice Care at Home

Carer Support

Technology

Fundraising

Bereavement Services

Play Therapy

Charity Shop

21. 2022-2023: Financial Headlines

22.Financial Statements: Year Ended 31 March 2023

Contents

2022-2023: Governance

Chief Executive Officer

Charity Registered Number

Principal Office

Jecca’s House, Aston Road, Chipping Campden, Gloucestershire, GL55 6HR

Independent Auditor

Bankers

Investment Advisors

Investment Advisors

2022-2023: Trustees’ Report

Introduction

Reference and Administrative Information

Structure, Governance and Management Organisational Structure

Governance

Charity Governance Code

2022-2023: Trustees’ Report (continued)

Management

Risk Management