HOSPITAL OF ST MARY MAGDALEN
CHARITY COMMISSION NUMBER 236722
ACCOUNTS FOR THE YEAR ENDED
12 DECEMBER 2022

HOSPITAL OF ST MARY MAGDALEN
ANNUAL TRUSTEES REPORT FOR THE YEAR TO 12 DECEMBER 2022
ovem•nce & M
The Hospital of Sl Mary Magdalen clo Town Brh4ge House. 2. 8rKlge Street, Christchurch, Dorsel, BH23 1 ED is an
nineorporated trust registered wrth the Charrty Commission (No 2367221 and regulaled by a Charity Commission
Schemè d?led 28 February 1986 as amended by a further scheme 1 April 1997 and a special resolution ol the
Iruslees dated 131h June 2013. The Charity has adopted a working name. -the Christchurch Magdalen Trust lo
reflect It's modern obje￿$ and it's area ol benefit, Christchurch.
The Trust is administered by a t(4Jy ol Tfuslee$ c¢ynprising la$ at 12 Decembor 20221.
Chair..
Andrew Barfield (Appointed on the relirement of K￿lh Jarvis on 01 Oclober 20221
Christine Ann Cook
Tara Jane Fox (Appointed 21 July 20221
jul￿ Sephlon (Appointed on 21 July 20221
Other Tw51ee$.'
Joc•lyn Small retired on 21 2022 consequent on her move to London and Keith Jarv1$ retired on 30 September
2022 h•ving reached th¢ end of hi8 pemiitted term. There is one Injsiee vacancy.
Truslee$ mu81 have 8 special knowledge ol Chri8t¢hurch Ihrough iesKlence ¢xcupalion or employment. Subj¢¢i lo
this, there 18 no limilalion lexcepl Ihrough general lawl on can become a trustee. The Charity has adopted
recruitmeni and retention policy. This recognises ihat the Christchurch area of bènefit of the Charity h85 8 small
population of approximately 50.000 pèopfe and the numbér of people who may be suitable trustees and meet the
cnteria may be limited. As such. whilst the policy recognises the need to ￿1￿11 people appropriate $ki118, It 18
not prescriptive In method of reeruitrnenl and seeks lo avoid barriers to 8Ult¥bl8 candidates. for example. by
convening meelings al suitable lirnes & venue and doing what Il can io manage conllicls of interest and subsidise
the cost of childcare, rf appropn3le. There are no appointed officers frcrfn among the Tru$leg8 exeepl the Chair. A¥
8Ltch, the Inducbon procedure is Informal. The Clerk explains the Chanly's objectives and structure and gupplies the
newtruslee with copie$ of Ihe documents necessary lo undgrstand the Iruslee's respon8ibililies. Advice and guidance
are readily av*iloble both fr¢￿ the Clerk, hi$ assistant. or any olher trustee. The c￿r￿ has for many yoars been
assisled by Mary Luwche. Upon hef reliTemenl Llunng Ihe year. the Charity decidèd not lo replace her for a trial
period of a year to assess whether the bu51ne88 of the Charty ¢ould be managed salisfaclorily by one person with
the trustees taking a mgre 8Ctwe role. In recognition of the increased workload and the Clerk managing all the
Charity's properties. hi$ salary was increased lo £11,000 per annum.

HOSPITAL OF ST MARY MAGDALEN
ANNUAL TRUSTEES REPORT FOR THE YEAR TO 12 DECEMBER 2022
Although the Charity is managed on a day to day basis by the Clerk. the Charity has approved the following policie$
lo provide guidance and consistency and help lo ensure appropriate standards of governance..
The Common Reporting Standard Irelaling lo tax dom￿118 of aP￿Icants and beneficiaries).
Dala Proleclion..
Internal Controls & Delegation
Income Generaiion & Grant Gwing
Recruitment & Relention
Re$eTves
Whilst the Charity has infomal working relationships with othw charities In the locality, there are no fomial
relalion8hips with any other party other than funding agreemenls relating lo the proviwon of services by other
charities.
The objective of the Ch8nty is lo provide ￿1￿1 in need and relief in sickne88 erther generally r)r individually to residents
ol the former Borough of Christchurch or lin ¢ir¢umslances defined by il's conslilulionl lo those immeclialely outside
that area. This can bè applied to fe8idenls who are In need, hardship. distress. sick, convalèscent, dis8bled.
hAndicapped, or infim. by making grants or paying for items. ser¥iceJ. or lacilitses lo reduce suffering. Thg Charily
can al80 make or receive donations or Subicription to OT frcffl othw Organi￿li0nS which provide similar services as
well 88 liaise wrth olttef cartng organisaiions and publ￿ todies.
The Trustees have releffod to the guidance contained in the Charity Commission'g general guidan¢e on public
benefit when reviewlng the Charrty's.aims and ¢Jbjectives. and in pl8nning ils aelivilies. Howevor. il 1$ fell that th?
objects of the Chanly as sel out in il"s eonslilulion are unclear In certain circumstances and so the Ch8rily has adopted
a Grant Giving Policy lo clarfy and en8ur¢ eonsisten¢y in ils allct8tion of lunds lo those in need.
The Charity's main iourees of income are Interest and dNidend8 on investsnents and Tents received from the Charity's
properties, Most of the invesknents and 811 the freeh¢Jd propety i¥ pernianenlly endowed although all income is
allocated lo the non-pemianenlly endowed Fund. The Chafty relain8 stockbroker3 to athise on Inveslmenls.
Purchase and sale of inve$imenls are made on a regulaf basis on the advice of th¢. stockbrokers lo maintain an
appropriate Telum for the Charrty. Inveslments are held in the name of a nominee. Chailes Stanley and Company
Ltd, to avoid having to aher holder's names each time Ihere is a change in trustees and to facilitate the purchase and
$ale of Invesfmenls.

HOSPITAL OF ST MARY MAGDALEN
ANNUAL TRUSTEES REPORT FOR THE YEAR TO 12 DECEM8ER 2022
The Charity considered. during last year whether il was appropriate lo undertake fund raising. It was not fell lo be
necessary al this lime, bul the Trustees did express the view that the Charity sho¢Jld ensure that welfare organisalions
operating in Christchurch were 8ware of the help available from the Charty. This would ¢)ver time give the Charity
better view of demand for grant funding and therefore whether the Charity should seek further sources of Incorne. Tg
help increase awareness of the Charty rt has decided to e$lablish a website which is cu￿entlY in preparation.
haril
sPr
ertie
The Charity has freehold properties regi$lered In the names of the following person8." Andrew Gordon 8arfield.
Christine Ann Cook, Julie Sephton and Tara Jane Fox following the retsremtsnl of Jctelyn Anne Smoil and Keith
Jarvis.
One ol Ihg Charity's two freehold properties is dimded into hvo fl818 and there 18 one flat in the other as well as
business premises. TWD of the flats are let 01 Ma￿et rants on the basis of a$sur8d shorthold tenancies. The third flat
18 empty pending a deci8ion on rts long tenn future. The ground floor of one of the properties Is let lo a loeal charity
l a mJrkel rent bul wilhoul secvrty of lenur•. Wl the propertie8 are m8na9ed directly by the Clerk.
Coniracls have been exchanged for Ihe redevelopment of a subslankn'al area ol land which include8 land owned by
thè Charlty lo the re•T of ils properties in Chri81church 8nd planning consent has been granted by 8CP CoL+ncil. The
p18nning con59nl was the subject ol a judicial r•view challenge. Thi$ has now be•n di8mi8sed by the Court of Appeal
8nd the Charity awaits a decision Irom the Pvfchaser on whelher il Is $8li$fied with the v8nou5 planning conditions.
1118 not possible lo say with certainly when the sale. which is a venture between the Charity. Dor8et County Couneil,
the Police and Crime Commissioner for Dornet. and 8CP Council. will be C¢)mpleled. The Charity is retaining ils
piopertie5 whi¢h Iront the highway. The Charity cuffenlly pays the Clerk an additional £5.000 per annum in
recognition of the additional work undertaken in connection wlh the sale of the land. These paymènt8 will continu•
until the redevelopment ol the Chanty's land is complete.
Under Its constitution the Charity musl maintain its proporty and pay all property costs. 8nd costs incidental to the
adrninislralion of the Charity. from 118 income belofe distributing the remaining income In pursuit of Its obje¢live8.
A hl•v•m•nt• and P rfomi
11 is the policy of the Trustees that payThentS lo caring organisalions18nd not to Indmdualsl are the main focus of the
Charity and enable ir to position rtsell as a lunding organizatson benefiiting Ihe widest possible section of those in
need in Chrislchuich. In accor¢Janee wrth this policy all regular payrnenls lo almspeople ceased In 2017 and whilst
the Charrty is of the view that there will eonlinue lo be a demand for assistance by Individual daimants. this type of
help Is not the main f¢xus of the Charity.

HOSPITAL OF ST MARY MAGDALEN
ANNUAL TRUSTEES REPORT FOR THE YEAR TO 12 DECEMBER 2022
Where possible the Charty refers individual applicants lo other welfare organi5ats.ons better placed lo assess their
needs, which are often more than purely financ￿1. and lo hel) them. With this In mind the Charity..
Refers applications for household items such as can)et$. fumiture and while goods lo another local charity,
the Christchurch Furniture proje￿ la part ol the Christchurch Foodbank+l, which is better equipped lo de81
with such reqLtesi5.
Refers applieations by those suffering serious hardship lo Christchurch Foodbank+ or the Christchurch
Community Partner$hip lor help through a Hardship Fund established by the Chanty for this purpose, and of
which more dètail is given below.
Will not consider applications for help for coun¥elling, which p05e particular problems for the charity both in
assessment and in Providing the necessary funds bul will refer lo other organisations where appropriate to
do so.
The followng figures sel out the value of grants given in oach of the last six years".
Individuals
Canng Organis8tr0fi8
Value (£1
Value 1£)
2017
41515 ap￿ICatIons)
12014 application8}
76412 aPpl￿tIOnS)
117313 applicalionsl
3121 13 appli¢antsl
O (No applicanlsl
36.721
2018
27,618
2019
26.714
2020
36,561
29.655
2021
2022
37.308
The Charity continue5 to focus on Ih05e who are the m05t in need in Chnslchurch. Th8 foltowing are exarnp19s of
help given by the Charity during the last year..
F•ce-tOThf•¢e B•neflt• Advlc•
With the replacement of the Chnslchurch CAB wrth the new c0nurba1￿n - wde BCP CAB, the Trustees are keen lo
ensure th81 the quality of benefits advice hitherto enjoyed by Christchufch re$iden15 from the Christchurch CAB,
continues. Three years ago the Charity sought tenders for the prowsion of a facewtothface advice service as a result
of which il was provided by Ihe BCP CAB for one year. funded by the ChaTrty. Unlottynately as a result of thè
P8ndemic lace-lo-face advice was not possible bul it is Ihe Charty's wish to continue lo support such provision and
further funding was provided for 2022.

HOSPITAL OF ST MARY MAGDALEN
ANNUAL TRUSTEES REPORT FOR THE YEAR TO 12 DECEM8ER 2022
F4cfrto-f•c• D•bt Advlc•
The Charity for many years supported the outreach and debt adwee services run by Chnslchufch CAB. As with
benefits advice. the Trustees were keen to ensure that the quality of factrto-face debl advice hitherto enjoyed by
Christchurch residents continued. particularly for those less able to a￿e$S seryices online or by telephone. 11 is now
Provided by Faithw0￿$ Wessex thfough Community Money Advice. funded by the Charity. In wew of the success of
the first year of funding, the Chanty has resolved lo fund on o Ihree yearty cycle lo provide ongoing security for the
seNcè.
Tho Christchurch Furnltur• Prol•ct
The Charity continues lo assist the Failhworks Wessex Chrislchur¢h Home Equip Furniture Project operated through
the Chrislchureh F￿dbank* with 50% of Ils funding. This is cyerated on a fivè-y8ar cycle which ended al the end of
2022. The Charity has agreed In prineiple to fund for a further fNe years. The Piojecl provides household good¥ and
furniture lo those in need. Nol only does Ihis Provide essenb'al goods to those who Could not othe￿1$e afford them,
bul also triggers. in addition to ttems purchased. further goods donated oi olherw15e obtained without cost lo the
Projecl. Conlael I￿1h the familifj¥ enables Christchurch Foodbank+ to identify 1$5ues within houy¢holds requiring
further input and support.
Th• H•rd•hlp Sch•m• •8tabll•h•d by th• Charity
In view of the sucuss ol the Corona Virus scheme established during the pand•mic and which rgached 0￿r 200
families al a cost of 4pproximal¢ly £20,000. upt)n the closure of that scheme in Au9usI 2021 a now Hardship Fund
was established to continue for the foreseeable fviur?. Llke thg former scheme it Prov￿86 up lo £150 per èpplic8nl
and which is accessible lo anyone In dire financial need, whatever Ihe cause. and is admlni$lered by twg local
charities. Failhworks Wessex through Christchurch Foodb8nk+ and Ihe Chri$lchur¢h Community Partnership. A
grant of £5000 was kindly donated by the Christchurch Charitable Trust in 2021 to help with the Fund. Early
Indic8tion8 Show a signrficanl tak&up, particulafly In cash grants for power and fuel. Demand is expected lo increase.
No Iimil h8s yel been placed on the funds thal the Charity Is prepared to eommil lo the scheme.
Other H•lp Glv•n
During the year the Chanty has supported other chantie5. For a third year. Asthma Relief Ilhe provibion of nebuli88TSI',
and, for a sècond ye8r, MAST Imen Acbvejy Standing Togelherl which last year ran a pilot pToJecl lo support men
suffering from a r8ng6 01 issue6 such as abuse. men181 heèllh and loneline8s, but which has now been funded lo
extend the project to east Christchurch and Highclrffe. Grants were also made lo the Christchurch Reetsvery Breakfast
Club lo pay for rent and f¢)od for the year and which provides support for people re¢overing fr￿￿ addtclion. and lo
the Christchurch Community Partnership to support those isolated over the Winter period, The Charity is always
willing lo work with other organizalions. For example. the grant given lo the Community Partnership was provided
equally by the Ch8rily and Chr151church Round Table and Round Table have agreed to 5UPPOrt the Recovery
Breakfast Club in 2023. Furthermore. the Hardship Fund has been helped by grants fr￿n the Christchurch Charitatsle
Trust.

HOSPITAL OF ST MARY MAGDALEN
ANNUAL TRUSTEES REPORT FOR THE YEAR TO 12 DECEMBER 2022
Flnan
lal Revlew
The unTeslricled income of the Charity exceeded expenditure by £1,671 during the year. Investment Income was
better than expected and this helped the Charrty to maintain ils income in the light of possession action being
necessary for one of its prcperties which 15 cufTently unlel. The Charlty ended the yeaT Wlth a closing Ljnreslricted
cash balance of £S8,918. Its reslncted cash balance of £5.000 was uliltzed dunng the year for the Hardship Fund.
The cash balance is consmdered sufficienl lo fund ongoing activilies. Furthemiore. the Charity has a substantial non-
pem)anenl endowment fund of £398.837 that Gqn be cal￿d upon il appropriate. Additionally, the Charity holds a
permanent end¢)wmenl fund of £1.389,092.
e8èrv• P 15
The Charity $eek5 to apply all incr￿0 received in any fin3ncial year in $8tisfactson of all admini51ralion expenses
arising In that year and in furtherance of its ch8Til8ble objects. The Charity WOLtld Seek to reinvest any surplus arising
al the end of the financ181 year rf they were satisfied that the ongoing needs of Ihe Charity (either in its 8dminislralion
or in furtherance of ils charitable oty'•clsl could be met In the mèdium term by incomè arising during th81 period. In
the event ol continuing annuo18urpluses. the Truslees will take SLtch actson as Is appropriate lo ensure that Insolar
a8 18 Possible income In fulty ulilised annually whether by seeking lo extend the number of referrals for assistance or
by re-examining the objects or area of benefit ol the Chanty.
The Charity relies entirely on lis Investment Incom• 8n(t on rents to fund expenditure. As such il 18 Ch8rily policy lo
ensure that it8 rents are at markel levelj and lo continue lo maintain its existing investsnonts al a level ne¢a$sary lo
sustain the income necessary lo fund its ¢haritable ¢*jectives. whilst at the samé time ensuring that an appropriate
balance 18 maintained lo ensure captsl growth.
The major risk lo the Charity 1$ a failure of its investmonls and property lo provide sufficient In￿me 10 8dminisler the
charity and enable gr8nls to be m8de. Last year planned increases in rent were Implemenled. bul the lenanl of one
ol the pr¢pertios was substantially in arreaTS and possession was taken and the property IS Vacant. However. this
has not impacted on the Trust's ability to finance the adminislralion of the charity nor Ils charrtable work and Il is not
expected lo have any signrficanl fulure efteci.
The Trustee5 relain stockbrokers and managing agents lexcepl for Ihree of the Properties ¥there il 1$ fell Ihal the
Clerk has sUffI￿ent knowledge lo manage wrthout the assisian¢e of managing agenlsl Io- provide advice and to
ensure a proper balance betsveen income. 0￿￿ng property maintenance and Capital growth.
11 is not feli necessary lo relain svbstantial reseNe sum5 in an accessible current or dep05rt account since the Charity
has access lo th¢ subslanlial non-pemanent endowment caprtal fund refer￿d to earlier in this feport which is
consideied adequate lo meet any unexpeeled contingenc*s.

HOSPITAL OF ST MARY MAGDALEN
ANNUAL TRUSTEES REPORT FOR THE YEAR TO 12 DECEMBER 2022
Andrew Barfield
ChaiT.
Dale

HOSPITAL OF ST MARY MAGDALEN
CHARITY COMMISSION NUMBER 236722
FOR THE YEAR TO 12 DECEMBER 2022
I report to the Ifustees on my examinatson of the accounty of The Hospital of Sl Mary Magdalen (the Chafilyl for the
year ended 12 December 2022.
ReBpon8lbllltl•* and ba818 ol r•port
As the CtrTarity' Iruslees you a￿ responsible for the preparation of the accoun15 In accordance with the requirements
of the Charities Act 2011 I'lhe Acl'l.
I report in re3pe¢i of my examinalion of the Charity'5 accounts earned out under Secti￿ 145 of the 2011 Act anLI in
carrying out my examination I have lollchved all the applicable Direcb"ons given by the Charity Commission under
section 1451511bl ol the Aci.
Indgp•nd•nt •ximln•r'• •t•t•ffl•nt
I have comploled my examin81ion. I confim that no malenal matters have Come lo my attention in ¢onnection with
the examination giving me cause lo believe thal In any matenal respect..
accounting records were not kept In respect of the Charity 88 required by section 130 of the Act.. or
2. the 8c¢ounls do not accord with those record5.
I have no concerns and have come a¢m$ no other matters in ¢onneclion wrth thg examination lo which allenlion
should be drawn in thi$ report in order lo ¢nable a proper understanding of the accounts lo be reached.
S A Sullivan FCA
ICAEW
Rolhmans LLP
Chartered Ac¢ounlants
Avebury House
6 Si Peter Streel
Winchester
Hampshire
S023 88N
Dale.
12 June 2023

HOSPITAL OF ST MARY MAGDALEN
CHARrrY COMMISSION NUMBER 236722
FOR THE YEAR TO 12 DECEMBER 2022
The Receipts and Payments accounts sel oyt on page 10 for the financial year ended 12 December 2022. and the
Slalemenl of Assets and Liabilrties al th81 dale sel oijl on page 11 are approved by the Trustees.
Andrew BarfIel￿ Chair
Trustee aulhorised lo sign on behalf of all Trustees
Dale..
//:/// /
The accounts are forwarded by Mr J A G Hoare, Clerk lo the Trustees, Town 8ndge House, Bridge Street.
Chrislchurch, Dorsel 8H23 1ED

HOSPITAL OF ST MARY MAGDALEN
CHARITY COMMISSION NUMBER 236722
FOR THE YEAR TO 12 DECEM8ER 2022
A Receipts and Payment¥ Account
2022
Unrnstrictod Rutrlcted Endowment
2021
Total
Tot¥1
Incom• Rocelptl
Investment Income
Dividendsl Interest received
Donations
Rents from propety
Gro•• Incom•
42,984
42,984
39,585
5.000
29.503
74,088
26.023
69,007
26.023
69.007
Sal• of In¥•stment
221.788 221.788
270,601
rot•l rgc•lpts
221,788 290.796
344,689
Dlr•ct Charltabl• Expendlture
Payments to people In need
Payments lo charitable & other
inslilulion$
3,122
32.308
32.308
s.000
5.000
37,308
37,308
29.655
32,777
Prop•rty Co•t•
Prcperly relurbishmenl. repair &
m•inlenanc•
Property Insuranee, managemenl
& proles510nal fees
Pfoperty Redevebpmenl eo$ts
5,314
5.314
3,883
4,307
716
10.337
4,307
716
10,337
2.569
1.099
7,551
Oth•r Exp•ndltur•
Examination fe0¥
Salaries
Day lo day costs
Trustees Indemnity Insurance
Investment manager's charges
Website cogls
8onk chèrge8
1.836
15,819
1.205
1.836
15,619
1,205
296
9,135
675
60
9.135 28,826
1,488
15.492
1.405
263
11,100
9.135
675
60
19,691
29,748
Gro8• Exp•ndltur•
62,336
5.000
9,135 76,471
70,076
Purch••t of Inv••tm•nts
150 846 150.846
221,241
Total P*ym•nt8
62.336
159 981 227,317
291.317
Nel R•celpt8 for the Y•*r
6,671
6,000
61,807 63,478
53,372
Cash Funds at 12 Decemter 2021
52,247
5,000
105.810 163,057
109,685
Cash Funds at 12 December 2022
$8.918
167,617 226,536
163,057
10

HOSPITAL OF ST MARY MAGDALEN
CHARtrY COMMISSION NUMBER 236722
FOR THE YEAR TO 12 DECEMBER 2022
B Stat•m•nt of Assets and LiabllitleB
2022
2021
Cash Fund¥
Bank •nd c••h b•lanc••
Bank Account
Cash held within investment portfol
Cash float
Tot*1 C*ih Funds
58.902
167.617
16
226.535
57.231
105.810
16
163,057
2022
2021
Oth•r monetary a•••ts
Unbanked divi¢Jends
Inve•tmont A8•ets
2022
2022
Cost V•lu•tlon
2021
2021
Cost Valuatlon
P•rnianent Endowment
Pr¢p•rty
Freehold land and bLtildings held 48 an inve6tmenl lo
provide Ineome for the Chanty
43 and 47 Barrack Road. Christchurch
Parcel of land al rear o14S Barrack Road
(Both properties are maintsined in an appropriale manner)
(The original cosl of these properties Is noi easily attainable as they have been held for many years.)
(The building6 wttre last ievalued In May 2020, the value of the land IB not readily ascertainable.I
785.000
785.000
Inve8tment•
Mixlure ol govemrnenl stocks, Managed funds. 5hareJ in
Iisled companies and cash fund5 held by stockbrokers
1,059.912 1,389.092 983.OS4 1.558,229
Non-p•rni•n•nt Endowm•nt
Investrnonts
Mixture of government slock5, managed lunds. shares in
listed companies and Cash funds held by stockbrokers
266,526
398,837 263.930
436,175
AB8et4 r•taln•d lor tho Ch•rity'• u••
Computer. pnnler and scanner
2022
2021
Llabllltl•8
Examination Fees
Rent Deposits held by Charity
1.836
1.100
2.936
1,836
1.100

HOSPITAL OF ST MARY MAGDALEN
CHARITY COMMISSION NUMBER 236722
FOR THE YEAR TO 12 DECEMBER 2022
C Note• to tho Account8
The accounts are prepared on a receipts and pa￿entS basis and comply with the appropriate legal requirement$.
During the year ended 12 December 2022, travel expenses lolalling £94 were reimbursed lo one Trustee of the
charity. There were no other related paty transactions In the year.
12