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2020-12-31-accounts

LEAGU¢ At the heart of RJAH Report & Accounts 2020

REGISTERED CHARITY NUMBER: 249346

REPORT OF THE TRUSTEES AND

UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2020

FOR

THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

D.R.E. & Co. (Audit) Limited 7 Lower Brook Street Oswestry Shropshire SY11 2HG

THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2020

Page
Report of the Trustees 1 to 8
Independent Examiner's Report 9
Statement of Financial Activities 10
Balance Sheet 11 to 12
Cash Flow Statement 13
Notes to the Cash Flow Statement 14
Notes to the Financial Statements 15 to 26
Detailed Statement of Financial Activities 27 to 28

THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2020

The trustees present their report with the financial statements of the charity for the year ended 31 December 2020. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Objectives and aims

The objects of the Charity are:

The Charity's main objective for the year was to raise funds for the hospital through its branch network.

All activities undertaken are for the patients of the hospital which is a NHS Trust for the general public, and as such we have complied with our duty under section 17(5) of the 2011 Charities Act to have due regard to public benefit.

To obtain its objective the Charity has maintained strong support from its central office and provided a well run hospital shop and coffee shop. The coffee shop is run by staff and volunteers under the control of the Manager and the hospital shop is run by a combination of paid and volunteer staff.

FINANCIAL REVIEW

Reserves policy

The charity holds funds of £778,811 at 31 December 2020.

The charity's policy is to hold reserves on short term deposits for easy access to funds for when requests are received from the hospital. The charity holds large level of reserves when they are raising funds for a large charitable commitment.

The outstanding charitable commitments at 31 December 2020 as agreed by the trustees total £152,500 as disclosed in note 18.

During the year, there was net income of £46,106.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The League of Friends to the Robert Jones & Agnes Hunt Orthopaedic ('the League') is a registered charity and is governed by a constitution dated 27th February 1964, as amended by a Charity Commissioners Scheme of 15th February 2001 and further amendment in 2006 and 2015.

Organisational structure and management

In accordance with the governing documents, the business of the League is conducted and managed by the Committee, which is made up of the President, Chairman, Vice-Chairman, Vice-Presidents and between 11 and 15 other members, who are also the Trustees.

Only one member of the Hospital staff may serve on the Committee at any one time. The President is elected at an Annual General Meeting and serves for a period of five years. Other members of the Committee are elected at an Annual General Meeting and serve for three years, after which they must retire, but are eligible for re-election.

The Committee meets bi-monthly, and decisions require a majority vote of those present.

Decision making

Decisions regarding charitable expenditure for the hospital are discussed and approved by trustees. Day to day decisions for operating the shop, coffee shop and organising fund raising events are made by the charity and shop managers.

Page 1

THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2020

STRUCTURE, GOVERNANCE AND MANAGEMENT Key management remuneration

Remuneration is discussed and agreed by trustees at meetings held regularly throughout the year.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

249346

Principal address

The Robert Jones & Agnes Hunt Orthopaedic Hospital Gobowen Oswestry Shropshire SY10 7AG

Trustees

Mrs B O'Connor Mr Peter G E David Mrs H Horne Mrs G Hughes (resigned 30.9.20) Mrs C Jenkins The Rt Hon Lady Kenyon JP, DL Mrs M Kerr MBE Mrs V Lillis Mrs T Norris Mrs D Price Mrs R Ralison LT Colonel I Sawers (Rtd) Mrs J Spencer-Jones The Rt Hon Lady Trevor MBE Mrs P Thompson

Co-opted

Mr L Rutherford

Officers Patron: Mrs A Turner JP Lord-Lieutenant, JP President: The Rt Hon Lady Kenyon JP, DL Vice-Presidents: Mrs B O'Connor Mrs T Norris Chairman: Mr P David Vice-Chairman: The Rt Hon Lady Trevor MBE Treasurer: Mrs R Ralison Charity Director: Mrs Victoria Sugden

Page 2

THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2020

REFERENCE AND ADMINISTRATIVE DETAILS

Independent Examiner

Francis Nock F.C.C.A D.R.E. & Co. (Audit) Limited 7 Lower Brook Street Oswestry Shropshire SY11 2HG

Bankers

Barclays Bank plc 44/46 Castle Street Shrewsbury Shropshire SY1 2BU

Page 3

THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2020

CHAIRMAN'S REPORT 58th ANNUAL REPORT - 2020

The last twelve months has seen a lot of challenges, changes and achievements for the League of Friends. Covid-19 has been a significant hurdle for us to overcome, hitting us hard financially and altering the way we operate. Some of our staff were furloughed, working from home became normality, the majority of our voluntary services were suspended, our retail outlets had to adapt, and our fundraising techniques were overhauled.

Our support for the incredible frontline NHS staff, vulnerable patients and their families has not wavered throughout this period. We are incredibly proud of all we have achieved in 2020, how we have all banded together, and how brilliant our supporters, volunteers and staff have been through what has been a very difficult time for all of us.

2020 began on a high and we were thrilled to announce that Her Majesty's Lord-Lieutenant of Shropshire Mrs Anna Turner JP joined us as our Patron. The New Year also saw changes to our board of trustees, with Mr Lindsay Rutherford joining and The Lady Sally Kenyon being appointed as our President.

We had entered the new decade feeling refreshed and rejuvenated having undergone a rebrand. To positively reflect the scope of our work we adopted the strapline 'At the heart of RJAH'. Thanks to the generosity of local company, Shropshire Pools & Spas, we were able to kit out our 350 strong volunteer family with new branded pink polo shirts.

Our voluntary services were flourishing and we were pleased to launch our 'Ward Friends', an exciting new opportunity which saw volunteers directly supporting patients on the Midlands Centre for Spinal Injuries (MCSI) in a non-clinical capacity - a role which was very much supported by the senior nursing team at RJAH. We even recruited a new canine volunteer, Lola the Chihuahua, to bring much needed pet therapy to the Midlands Centre for Spinal Injuries.

Page 4

THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

REPORT OF THE TRUSTEES

FOR THE YEAR ENDED 31 DECEMBER 2020

Our first fundraiser of the year, a Swimathon, was held in the hydrotherapy pool to help us raise funds towards developing this facility, so close to the heart of our former Chairman and President, Annabelle Simpson, who we lost so sadly in 2019. It was a tremendous success with great support including hospital Chief Executive, Mark Brandreth, who swam for us.

Then in March, life as we knew it came to a standstill, the country's imminent lockdown was looming and we knew the year was about to take an unsuspected turn. Overnight our Coffee Shop closed, many members of staff were sent home, later to be put on furlough, our management team were required to work from home more, our entire volunteer family were sent to the safety of their homes and all of our voluntary services were suspended. The management team worked incredibly hard to keep in touch with volunteers during this time by setting up a WhatsApp and Facebook group, sending emails and making telephone calls.

Close Knit Friends, a volunteer led knitting group was established at the beginning of the pandemic as a means of supporting patients on MCSI and as another way to stay connected to volunteers who weren't able to undertake their usual duties. The group continues to thrive thanks to The Lady Trevor, who was the driving force behind the project.

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THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2020

As time progressed and restrictions changed, we were happy to be able to reintroduce a small number of volunteers not listed in an at risk category back to site. Volunteers began working on the hospital's Covid-19 Screening Desk; they assisted with the distribution of Lateral Flow kits and began working in our Coffee Shop again. We must acknowledge that the volunteering experience has dramatically altered throughout 2020, with volunteers now carrying out roles that are essential to the day-to-day running of RJAH. My thanks go to those working on the frontline, for your hard work and dedication. To those volunteers who remain at home, we thank you for your continued support and look forward to a time when it is safe for you to return.

Our much loved Coffee Shop re-opened shortly before our furloughed staff and volunteers were able to return to site. This was made possible thanks to the kindness of the hospital's catering department who redeployed three members of staff to get us up and running. My thanks go to Di, Lynne and Hilary for being an integral part of our team. Our Shop and Post Office remained open throughout, but adaptations were made to ensure the safest possible environment for our employees and customers. I would like to say a heartfelt thank you to Helen, Denise and Jane for working tirelessly throughout the pandemic to ensure that patients and staff still had access to groceries and postal services.

The past year has also been tough on our branches, which started 2020 with optimism for another successful year of fundraising. The pandemic saw the cancellation of all upcoming events and an overhaul in fundraising techniques. A special mention must go to Ludlow branch for embracing the digital landscape and hosting their first online Christmas Auction which raised an incredible £8,596. We look to the future with enthusiasm and hope that our cherished branches are able to pick up where they left off.

Covid-19 restrictions made it impossible to push forward with traditional methods of fundraising and our management team took this challenge in their stride. Fundraising was taken online; virtual quizzes were held, photo competitions ran and most notably we had the pleasure of working alongside four local charities to host the Shropshire's first ever virtual county show. There was a rise in personal challenges and during the summer when restrictions were eased, people such as Mike Haddaway, Sue Kime and Madeleine Sugden cycled, swam and walked to raise funds. In September we were lucky enough to hold the first Mere Mile fundraising event, an open water swim which proved hugely popular raising just under £10,000.

Despite a difficult year for the League we were able to make a financial contribution of £168,827 to the hospital. It's been wonderful to see the sheer variety of items we have been able to fund; Master Movers for the Porters, Living Ceiling Tiles for patients on MCSI and a scanner for the Imaging Department to name but a few.

Page 6

THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

REPORT OF THE TRUSTEES

FOR THE YEAR ENDED 31 DECEMBER 2020

2020 has been extremely challenging for RJAH's incredible frontline staff and vulnerable patients, who for a large proportion of the year have been unable to see their loved ones during their stay. A primary objective of the League has been to boost morale and lift spirits where possible; bearing this in mind I must also note the special extras we have had the pleasure of funding. For instance we provided Facebook Portals for patients to keep in touch with their families and friends, toiletries for emergency admissions, games and books to keep the boredom at bay, prizes for the RJAH Star Awards and a constant flow of Hero Hampers full of nutritious snacks to keep frontline staff fuelled.

Community spirit was felt in abundance and donations to support staff and patients flooded to RJAH. Our management team had the utmost pleasure in orchestrating the incredibly thoughtful donations and distributing across the hospital. The generosity was overwhelming; local supermarkets made contributions to our Hero Hampers, members of the community sewed handmade scrub bags and nearby businesses donated toiletries, hot meals and snacks. Each and every donation was sincerely appreciated and I thank the members of our local community for their charitable giving. I must say a special thank you to the Estates and Facilities department, most notably Abi Davies who was instrumental in supporting the distribution of donations.

We were extremely lucky to receive support from many individuals and organisations throughout the year, whether that was in the form of raising awareness or raising funds. Our friends on MCSI held a 'Friends appreciation day', where staff kitted themselves out in pink to show their gratitude for the support they receive from the League. Fundraisers were also held by Oswald's Tree Foundation, Hawkstone Park, The Crafty Knitters and Moreton Hall to name but a few.

This year we have been very fortunate to be remembered by past patients and their families who have donated legacies of £135,542. This is a reflection of the care offered by the League's staff and volunteers whilst patients are in hospital and we are very grateful to be remembered in this way.

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THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2020

We had messages of support from the world of sports, entertainment and politics including AJ and Curtis Pritchard, Tom Curry, Jimmy Cricket, Garry Herbert, Richard Kilty, Owen Paterson and Dale Gibson. It kept us going!

I am proud of the way we have responded to events, maintained our important work and activity. Thanks are due to Toniann Darlington as Retail Manager who continues to bring her creative flare during exceptionally difficult times, Elaine Tinsley for diligently running our accounts and Heather Thomas-Bache for the simply herculean efforts she has made to develop, communicate and care for a completely new cohort of volunteers to staff the vaccination centre at the end of 2020 to start in 2021.

Of course, 2020 will be remembered for Covid-19 and the devastating impact the virus has across the world. Our hearts go out to the families who have lost loved ones and to the frontline staff who have fought this disease.

On behalf of The League of Friends, I thank everyone who has supported us throughout the year; those who volunteer their time, those who raise funds and make donations and those who continue to champion the work we do. A special thanks to my fellow Trustees for their valuable contribution and to Victoria and the team for steering the charity through an extremely difficult period. We have no doubt the New Year will bring with it new challenges but we are ready to face the journey.

Thank you all for your hard work and dedication to the League.

Mr Peter G E David Chairman

Approved by order of the board of trustees on ............................................. and signed on its behalf by:

........................................................................ Mrs R Ralison - Trustee

Page 8

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

Independent examiner's report to the trustees of The League of Friends to the Robert Jones & Agnes Hunt Orthopaedic Hospital

I report to the charity trustees on my examination of the accounts of The League of Friends to the Robert Jones & Agnes Hunt Orthopaedic Hospital (the Trust) for the year ended 31 December 2020.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').

I report in respect of my examination of the Trust's accounts carried out under section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a registered member of _ which is one of the listed bodies.

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Francis Nock F.C.C.A D.R.E. & Co. (Audit) Limited 7 Lower Brook Street Oswestry Shropshire SY11 2HG

Date: .............................................

Page 9

THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2020

31.12.20
31.12.19
Unrestricted Restricted Total Total
funds funds funds funds
Notes £ £ £ £
INCOME AND ENDOWMENTS FROM
Donations and legacies 2 262,844 1,202 264,046 104,741
Other trading activities 3 286,664 2,561 289,225 581,737
Investment income 4 166 179 345 532
Other income 835 - 835 8,943
Total 550,509 3,942 554,451 695,953
EXPENDITURE ON
Raising funds 5 252,203 - 252,203 369,967
Charitable activities 6
Charitable expenditure 167,827 1,000 168,827 212,385
Other 87,315 - 87,315 73,915
Total 507,345 1,000 508,345 656,267
NET INCOME 43,164 2,942 46,106 39,686
Transfers between funds 18 **(868) ** 868 - -
Net movement in funds 42,296 3,810 46,106 39,686
RECONCILIATION OF FUNDS
Total funds brought forward 693,368 34,603 727,971 688,285
TOTAL FUNDS CARRIED FORWARD **735,664 ** 38,413 774,077 727,971

The notes form part of these financial statements

Page 10

THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

BALANCE SHEET

31 DECEMBER 2020

31.12.20
Unrestricted
Restricted
Total
funds
funds
funds
Notes
£
£
£
FIXED ASSETS
Tangible assets
12
24,991
-
24,991
Investments
13
2,892
-
2,892
27,883
-
27,883
CURRENT ASSETS
Stocks
14
17,461
-
17,461
Debtors
15
7,549
-
7,549
Cash at bank and in hand
16
740,398
38,413
778,811
765,408
38,413
803,821
CREDITORS
Amounts falling due within one year
17
(57,627)
-
(57,627)
NET CURRENT ASSETS
707,781
38,413
746,194
TOTAL ASSETS LESS CURRENT
LIABILITIES
735,664
38,413
774,077
NET ASSETS
735,664
38,413
774,077
31.12.19
Total
funds
£
27,549
2,892
30,441
17,942
518
732,231
750,691
(53,161)
697,530
727,971
727,971

The notes form part of these financial statements

continued...

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THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

BALANCE SHEET - continued 31 DECEMBER 2020

FUNDS
18
Unrestricted funds:
General fund
Shop fund
Coffee Shop fund
Branch Funds
Revaluation reserve
Post Office Fund
Restricted funds:
O.R.A. Funds
Sir Reginald Watson Jones Bursary
Horatio's Garden
TOTAL FUNDS
688,667
22,078
4,695
20,376
1,833
(1,985)
735,664
37,175
258
980
38,413
774,077
461,509
187,862
10,062
35,120
1,833
(3,018)
693,368
34,115
258
230
34,603
727,971

The financial statements were approved by the Board of Trustees and authorised for issue on ............................................. and were signed on its behalf by:

............................................. R Ralison - Trustee

The notes form part of these financial statements

Page 12

THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

CASH FLOW STATEMENT FOR THE YEAR ENDED 31 DECEMBER 2020

31.12.20 31.12.19
Notes £ £
Cash flows from operating activities
Cash generated from operations 1 48,289 48,285
Net cash provided by operating activities 48,289 48,285
Cash flows from investing activities
Purchase of tangible fixed assets (2,054) (23,866)
Interest received 345 532
Net cash used in investing activities **(1,709) ** (23,334)
Change in cash and cash equivalents
in the reporting period 46,580 24,951
Cash and cash equivalents at the
beginning of the reporting period **732,231 ** 707,280
Cash and cash equivalents at the end
of the reporting period 778,811 732,231

The notes form part of these financial statements

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THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

NOTES TO THE CASH FLOW STATEMENT FOR THE YEAR ENDED 31 DECEMBER 2020

1. RECONCILIATION OF NET INCOME TO NET CASH FLOW FROM OPERATING ACTIVITIES OPERATING ACTIVITIES
31.12.20 31.12.19
£ £
Net income for the reporting period (as per the Statement of
Financial Activities) 46,106 39,686
Adjustments for:
Depreciation charges 4,614 5,113
Interest received (345) (532)
Decrease in stocks 481 2,059
Increase in debtors (7,031) (23)
Increase in creditors **4,464 ** 1,982
Net cash provided by operations 48,289 48,285

2. ANALYSIS OF CHANGES IN NET FUNDS

At 1.1.20 Cash flow At 31.12.20
£ £ £
Net cash
Cash at bank and in hand **732,231 ** 46,580 778,811
**732,231 ** 46,580 778,811
Total **732,231 ** 46,580 778,811

The notes form part of these financial statements

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THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2020

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, 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)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention, with the exception of investments which are included at market value.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably. Turnover from trade income is derived from ordinary activities and is stated net of VAT.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Allocation and apportionment of costs

Costs are allocated directly to the fund to which they relate to. One third of general fund wages are re-allocated evenly to the shop and coffee shop fund.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Office equipment 10% per annum, reducing balance basis Shop fixtures and fittings 15% per annum, reducing balance basis Other shop equipment 15% per annum, reducing balance basis Coffee shop equipment 15% per annum, reducing balance basis Computer equipment 25% per annum, straight line basis

Stocks

Stocks are valued at the lower of cost and net realisable value, after making due allowance for obsolete and slow moving items.

Taxation

The charity is exempt from tax on its charitable activities.

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.

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by the donors. The cost of raising and administering such funds are charged against the specific fund. The aim and use of each restricted fund is set out in the notes to the financial statements.

Page 15

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THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2020

1. ACCOUNTING POLICIES - continued

Pension costs and other post-retirement benefits

The charity operates a defined contribution pension scheme. Contributions payable to the charity's pension scheme are charged to the Statement of Financial Activities in the period to which they relate

Donated services

Voluntary staff work in the Coffee Shop on a part time basis. A value for the donated services have not been included within the accounts as this can not be measured reliably.

Investments

Investments are included at their fair value at the balance sheet date. Any gains/losses on revaluation to fair value are reported in the Statement of Financial Activities and taken to the Revaluation Reserve.

2. DONATIONS AND LEGACIES

2. DONATIONS AND LEGACIES
31.12.20 31.12.19
£ £
Donations 109,840 46,241
Legacies 135,542 58,500
Grants **18,664 ** -
264,046 104,741
Grants received, included in the above, are as follows:
31.12.20 31.12.19
£ £
Other grants **18,664 ** -
3. OTHER TRADING ACTIVITIES
31.12.20 31.12.19
£ £
Fundraising events 16,041 49,464
Trading income 240,579 528,979
Christmas Bazaar 1,044 3,294
Community fundraising **31,561 ** -
289,225 581,737
4. INVESTMENT INCOME
31.12.20 31.12.19
£ £
Deposit account interest 213 368
Sir Reginald Watson Jones Bursary **132 ** 164
345 532

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continued...

THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2020

5. RAISING FUNDS

Raising donations and legacies

31.12.20 31.12.19
£ £
Staff costs 21,938 -
Fund raising expenses 2,419 2,768
**24,357 ** 2,768

Other trading activities

The charity operates three retail outlets within the hospital from which it derives income. The trading results for each outlet for the year are summarised below.

Turnover
Cost of sales
Gross profit
Grant income
Administration
Loss/Profit before interest
Interest receivable
Net Loss/profit
Post
Office
Fund
22,144
-
22,144
3,017
(30,441)
(5,280)
-
(5,280)
Shop
fund
£
122,619
(77,909)
44,710
4,882
(49,609)
(17)
-
(17)
Coffee
shop fund
£
95,816
(42,083)
53,733
1,337
(27,804)
27,266
-
27,266
Total funds
31.12.20
31.12.1
9
£
£
240,579
528,979
(119,992)(251,675)
120,587
277,304
9,236
-
(107,854) 115,524
21,969
161,780
-
-
21,969
161,780

The charity also incurred the following fund raising costs:

Fund raising expenses
Aggregate amounts
General
£
21,938
21,938
Branch fund
O.R.A
£
£
2,419
-
2,419
-
31.12.20
31.12.19

£
£
24,357
2,768
24,357
2,768
252,203
369,967

Aggregate amounts

continued...

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THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2020

6. CHARITABLE ACTIVITIES COSTS

Star awards
Hampers
Main Entrance
Scanner for imaging department
Mastermover equipment
Living ceilings for spinal ward
Samaritan Grants
Vertical blinds
Training
Rainbow room
MCSI
Endoscopy equipment
Training for physiotherapist
Wall Art Theatre
Sara stedy lift - tumour unit
Memorial garden
Sheldon ward
TNS - Holiday Club charges
LiteGait Device for Physiotherapy Dept.
Oculus Glasses & licence - Theatres
Spinal Board - Disabled Swimming Club
Critical Care Trolley - HDU
POD - Alice Ward
Allen Advance Table & Skull Clamp
Horatio's Garden
Cottage 3
MCSI
Paediatric Bathroom
Boat Trip
General
Fund
£
1,868
5,586
6,990
59,995
12,127
19,991
-
-
6,654
495
3120
-
-
-
775
8,768
383
-
-
-
-
-
-
-
-
-
-
-
-
126,752
Branch
Funds
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Restricted
Funds
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
1,000
-
-
-
-
1,000
Total Funds:
2020
2019
£
£
1,868
-
5,586
-
6,990
-
59,995
-
12,127
-
19,991
-
3,131
2,495
6,654
495
3,120
-
(888)
-
379
-
100
775
-
8,768
-
383
-
-
2,654
-
28,005
-
912
-
883
-
11,384
-
600
-
72,750
1,000
2,734
-
12,126
-
3,201
-
32,289
-
271
127,752
173,025
Charitable expenditure as above
Staff costs
Accountancy
£
127,752
39,060
2,015
168,827
£
173,025
37,404
1,955
212,385

continued...

Page 18

THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2020

7. SUPPORT COSTS

7. SUPPORT COSTS
Governance
Management costs
Totals
£ £ £
Other resources expended 87,315 - 87,315
Charitable expenditure 39,060 2,015 41,075
126,375 2,015 128,390
Support costs, included in the above, are as follows:
31.12.20
31.12.19
Other
resources
Charitable
Total Total
expended
expenditure
activities
activities
£ £ £ £
Wages 39,059 39,060 78,119 75,387
Social security 5,979 - 5,979 4,290
Pensions 2,078 - 2,078 1,376
Insurance 1,106 - 1,106 725
Advertising 8,843 - 8,843 4,965
Office & administration 9,415 - 9,415 9,380
Professional fees 17,417 - 17,417 6,572
Mileage claims 379 - 379 1,167
Training 1,672 - 1,672 5,926
Depreciation of tangible and heritage 1,367 - 1,367 1,531
assets
Accountancy - 2,015 2,015 1,956
87,315 41,075 128,390 113,275
8. AUDITORS' REMUNERATION
31.12.20
31.12.19
£ £
Accountancy 2,015 1,956

9. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 December 2020 nor for the year ended 31 December 2019.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 December 2020 nor for the year ended 31 December 2019.

continued...

Page 19

THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2020

10. STAFF COSTS

STAFF COSTS
31.12.20 31.12.19
£ £
Wages and salaries 185,252 163,793
Social security costs 8,768 7,071
Other pension costs 3,270 2,436
197,290 173,300

The average monthly number of employees during the year was as follows:

31.12.20 31.12.19
The League of Friends Shop 4 5
The League of Friends office 4 4
The League of Friends Coffee Shop 2 3
Post Office 2 2
12 14

No employees received emoluments in excess of £60,000.

No employee is paid more than £60,000.

The League make the required contributions to the NEST pension.

Voluntary staff work in the Coffee Shop in addition to paid staff.

11.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
Restricted
funds
funds
£
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
101,518
3,223
Other trading activities
577,226
4,511
Investment income
476
56
Other income
8,943
-
Total
688,163
7,790
EXPENDITURE ON
Raising funds
369,656
311
Charitable activities
Charitable expenditure
209,651
2,734
Other
73,915
-
Total
653,222
3,045
NET INCOME
34,941
4,745
Total
funds
£
104,741
581,737
532
8,943
695,953
369,967
212,385
73,915
656,267
39,686

continued...

Page 20

THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2020

11. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued
Unrestricted Restricted Total
funds funds funds
£ £ £
RECONCILIATION OF FUNDS
Total funds brought forward 658,427 29,858 688,285
TOTAL FUNDS CARRIED FORWARD 693,368 34,603 727,971
12. TANGIBLE FIXED ASSETS
Fixtures
and Computer
fittings equipment Totals
£ £ £
COST
At 1 January 2020 47,599 11,333 58,932
Additions **1,401 ** 653 **2,054 **
At 31 December 2020 49,000 11,986 60,986
DEPRECIATION
At 1 January 2020 23,346 8,037 31,383
Charge for year 3,505 **1,107 ** 4,612
At 31 December 2020 **26,851 ** 9,144 35,995
NET BOOK VALUE
At 31 December 2020 22,149 2,842 **24,991 **
At 31 December 2019 24,253 3,296 27,549
13. FIXED ASSET INVESTMENTS
31.12.20 31.12.19
£ £
Shares 59 59
Other 2,833 2,833
**2,892 ** 2,892

continued...

Page 21

THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2020

13. FIXED ASSET INVESTMENTS - continued

Additional information as follows:

Listed
investments
£
MARKET VALUE
At 1 January 2020 and 31 December 2020 59
NET BOOK VALUE
At 31 December 2020 59
At 31 December 2019 59

There were no investment assets outside the UK.

Investments (neither listed nor unlisted) were as follows:

31.12.20 31.12.19
£ £
Sir Reginald Watson Jones Bursary 2,833 2,833

The investment is held in the 'Equities Investment Fund for Charities' deposit for the Sir Reginald Watson Jones Bursary.

14. STOCKS

14. STOCKS
31.12.20 31.12.19
£ £
Stocks **17,461 ** 17,942
15. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.12.20 31.12.19
£ £
Trade debtors 821 518
Prepayments 6,728 -
7,549 518

continued...

Page 22

THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2020

16. CASH AT BANK AND IN HAND

Reserves & Short Term Deposits

The League currently holds reserves totalling £778,811 which are held in short term deposits. The League's policy is to invest sums in short term deposits to enable quick access to funds when requests are received from the Hospital and agreed by the Committee.

It is the charity's policy to hold minimal reserves, however, the exceptions to this are those held within the Designated Oswestry Rheumatology Association Funds, these reserves are held for specific commitments of the League as detailed in note 18.

17. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

31.12.20 31.12.19
£ £
General Fund creditors 34,117 14,456
Trade creditors 21,698 23,376
Taxation and social security 1,812 15,329
57,627 53,161

18. 2020 MOVEMENT IN FUNDS

Unrestricted funds
General fund
Shop fund
Coffee Shop fund
Branch Funds
Revaluation reserve
Post Office Fund
Restricted funds
O.R.A. Funds
Sir Reginald Watson Jones Bursary
Horatio's Garden
TOTAL FUNDS
Net
Transfers
movement
between
At
At 1.1.20
in funds
funds
31.12.20
£
£
£
£
461,509
4,936
222,222
688,667
187,862
(17)
(165,767)
22,078
10,062
27,266
(32,633)
4,695
35,120
16,258
(31,002)
20,376
1,833
-
-
1,833
(3,018)
(5,279)
6,312
(1,985)
693,368
43,164
(868)
735,664
34,115
3,060
-
37,175
258
132
(132)
258
230
(250)
1,000
980
34,603
2,942
868
38,413
727,971
46,106
-
774,077

continued...

Page 23

THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2020

18. 2020 MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Shop fund
Coffee Shop fund
Branch Funds
Post Office Fund
Restricted funds
O.R.A. Funds
Sir Reginald Watson Jones Bursary
Horatio's Garden
TOTAL FUNDS
2020
2020
Incoming
Resources
Movement
resources
expended
in funds
£
£
£
282,010
(277,074)
4,936
127,501
(127,518)
(17)
97,153
(69,887)
27,266
18,683
(2,425)
16,258
25,162
(30,441)
(5,279)
550,509
(507,345)
43,164
3,060
-
3,060
132
-
132
750
(1,000)
(250)
3,942
(1,000)
2,942
554,451
(508,345)
46,106

2019 Comparatives for movement in funds

Unrestricted funds
General fund
Shop fund
Coffee Shop fund
Branch Funds
Revaluation reserve
Post Office Fund
Restricted funds
O.R.A. Funds
Sir Reginald Watson Jones Bursary
Horatio's Garden
TOTAL FUNDS
Net
Transfers
movement
between
At
At 1.1.19
in funds
funds
31.12.19
£
£
£
£
592,941
(181,162)
49,730
461,509
36,658
38,635
112,569
187,862
-
131,828
(121,766)
10,062
29,124
54,324
(48,328)
35,120
1,833
-
-
1,833
(2,129)
(8,684)
7,795
(3,018)
658,427
34,941
-
693,368
28,725
5,390
-
34,115
258
-
-
258
875
(645)
-
230
29,858
4,745
-
34,603
688,285
39,686
-
727,971

continued...

Page 24

THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2020

18. 2019 MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

2019 2019

Unrestricted funds
General fund
Shop fund
Coffee Shop fund
Branch Funds
Post Office Fund
Restricted funds
O.R.A. Funds
Horatio's Garden
TOTAL FUNDS
Incoming
Resources
Movement
resources
expended
in funds
£
£
£
102,056
(283,218)
(181,162)
247,578
(208,943)
38,635
260,896
(129,068)
131,828
57,129
(2,805)
54,324
20,504
(29,188)
(8,684)
688,163
(653,222)
34,941
5,701
(311)
5,390
2,089
(2,734)
(645)
7,790
(3,045)
4,745
695,953
(656,267)
39,686

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds
General fund
Shop fund
Coffee Shop fund
Branch Funds
Revaluation reserve
Post Office Fund
Restricted funds
O.R.A. Funds
Sir Reginald Watson Jones Bursary
Horatio's Garden
TOTAL FUNDS
Net
Transfers
movement
between
At
At 1.1.19
in funds
funds
31.12.20
£
£
£
£
592,941
(176,226)
271,952
688,667
36,658
38,618
(53,198)
22,078
-
159,094
(154,399)
4,695
29,124
70,582
(79,330)
20,376
1,833
-
-
1,833
(2,129)
(13,963)
14,107
(1,985)
658,427
78,105
(868)
735,664
28,725
8,450
-
37,175
258
132
(132)
258
875
(895)
1,000
980
29,858
7,687
868
38,413
688,285
85,792
-
774,077

Page 25

continued...

THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2020

18. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Incoming
Resources
Movement
resources
expended
in funds
£ £ £
Unrestricted funds
General fund 384,066 (560,292) (176,226)
Shop fund 375,079 (336,461) 38,618
Coffee Shop fund 358,049 (198,955) 159,094
Branch Funds 75,812 (5,230) 70,582
Post Office Fund 45,666 (59,629) (13,963)
1,238,672 (1,160,567) 78,105
Restricted funds
O.R.A. Funds 8,761 (311) 8,450
Sir Reginald Watson Jones Bursary 132 - 132
Horatio's Garden 2,839 (3,734) (895)
11,732 (4,045) 7,687
TOTAL FUNDS 1,250,404 (1,164,612) 85,792

The Oswestry Rheumatology Association 'O.R.A' holds funds it has raised and accumulated in anticipation of future refurbishment or improvement to Ercall Ward, or other rheumatology treatment, care and research activities at the hospital.

The general fund represents those funds which are unrestricted and not designated for other purposes. The transfers into this fund include accumulations of reserves in other unrestricted and non designated funds moved to general reserves.

At 31 December 2020, the charity's commitments were:

Veterans Appeal £100,000
Hire of Shropshire lady from Lyneal Trust £2,500
Mark myoelectric elbow brace £50,000
None of the above commitments are provided for in the financial statements.

19. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 December 2020.

Page 26

THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2020

DETAILED STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 31 DECEMBER 2020
31.12.20 31.12.19
£ £
INCOME AND ENDOWMENTS
Donations and legacies
Donations 109,840 46,241
Legacies 135,542 58,500
Grants **18,664 ** -
264,046 104,741
Other trading activities
Fundraising events 16,041 49,464
Trading income 240,579 528,979
Christmas Bazaar 1,044 3,294
Community fundraising **31,561 ** -
289,225 581,737
Investment income
Deposit account interest 213 368
Sir Reginald Watson Jones Bursary **132 ** 164
345 532
Other income
Branch liaison lunches (net) - 590
Sale of goods 835 8,353
835 8,943
Total incoming resources 554,451 695,953
EXPENDITURE
Raising donations and legacies
Community fundraising wages 21,938 -
Fund raising expenses 2,419 2,768
24,357 2,768
Other trading activities
Opening stock 17,942 20,001
Purchases 119,511 249,616
Wages 85,195 88,406
Social security 2,789 2,781
Pensions 1,192 1,060
Carried forward 226,629 361,864

This page does not form part of the statutory financial statements

Page 27

THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL

DETAILED STATEMENT OF FINANCIAL ACTIVITIES - continued FOR THE YEAR ENDED 31 DECEMBER 2020

FOR THE YEAR ENDED 31 DECEMBER 2020
31.12.20 31.12.19
£ £
Other trading activities
Brought forward 226,629 361,864
Bank charges 4,347 5,829
Maintenance charge 11,084 13,866
Fixtures and fittings 2,965 3,274
Computer equipment 282 308
Closing stock (17,461) (17,942)
227,846 367,199
Charitable activities
Charitable expenditure 127,752 173,025
Support costs
Management
Wages 78,119 75,387
Social security 5,979 4,290
Pensions 2,078 1,376
Insurance 1,106 725
Advertising 8,843 4,965
Office & administration 9,415 9,380
Professional fees 17,417 6,572
Mileage claims 379 1,167
Training 1,672 5,926
Fixtures and fittings 542 581
Computer equipment 825 950
126,375 111,319
Governance costs
Accountancy 2,015 1,956
Total resources expended 508,345 656,267
Net income 46,106 39,686

This page does not form part of the statutory financial statements

Page 28

www.friendsrjah.org.uk The League of Friends RJAH @LoFtoRJAH leagueoffriends_rjah

Registered Charity Number: 249346