THE FRIENDS QUEEN MARY'S HOSPITAL THE FRIENDS OF UEEN MARY'S HOSPITAL ROEHAMPTON REPORT AND STATEMENT OF FINANCIAL AcfiviTIES FOR THE YEAR ENDED 31 MARCH 2024 Reglstered as The Friends of Queen Marfs Ho5Pltal- Roehampton, number 266438 Addres5: The FrleThd5 of Queen Mary's Hospital, Roehampton Lane, London SW15 5PN www.friendsqmh.tom
OFFICERS AND EXECUTIVE COMMirrEE President Vacant Vice-Presidents Alex Clarke Dlana Klnloch Pam Robert5 Executive Committee and Trustees Charles Shiplee Rosemary Brown Margaret Dangoor Di Gregory Clare Johnstone Linda Lamb Clive Nicholson Susannah Perry-Greene Sarah Shaw Chairman Secretary Anne Thickett Treasurer Clive Nicholson Accountants Richmond Accountin8 Services Ltd. Independent Examiner Cripps Dransfield, Chartered Accountants Ob ett of The Frlends The object of The Friends shall be to support Patients and former Patients of Queen Marfs Hospital who are sick. convalescent, disabled, handicapped. infirm or in need of financial assistance and generally to support the charitable work of the Hospital by providing various voluntary services and extra amenitie5 for Patients and Staff in the Hospital at the discretion of the Executive Committee.
CHAIRMAN'S REPORT For the year end5ng 31° March 2024 l am pleased to present our Accounts for the year endin8 March 2024 and a report which includes The Friends, activities during the year under review. Whether it be assisting people who have one off day appointments, helping longer term in-patients, working with social care post patient recovery or providing amenities for the Staff. The Friends of Queen Mary's plays a vital role in the hospital and the wider community. At the grass roots level, we provlde live muslc In the foyer along with a meet and greet service staffed by our volunteers. For those patlents admitted to the hospital we provide daily newspapers for each ward and a regular trolley Servi selling essentials. We also arrange funding to enable wards to celebrate key dates in the calendar including dressing the wards for Christmas. providing Easter eggs and funds for one-off celebrations such as the coronation of King Charles111. As the restrirtions of COVID have lifted we have been able to arrange more frequent artivities on the wards to provide entertainment and interest for the longer-term patients. Recently students from the music group of nearby Ibstock Place School made an incredible difference on both of our inpatient wards bringing the patients to tears of joy with their piano, flute, guitar and voice performances. Ibstock Place also arranged and ran two quiz and raffle events on the wards. We are pleased to announce that following a successful pilot programme, we have funded a £IOk arts experience programme for patients that is belng delivered by St George's Hospital Charity. Not everything happens inside the walls of Queen Marfs. We believe that tt Is Smportant to get patients moving out and about where practical and so we have provided plants and garden equipment which has been put to 8ood use by our longer-term patient5 who have been busy giving the Gwynne Holford ward garden a revamp. Durin8 the year we have also been busy supplying equipment to supplement that provided by the NHS. Our largest purchase this year has been a state-of-the-art lung function machine. Costing £49k this complements an existing machine provided by the NHS and has enabled the staff to significantly reduce the waiting times for this important dia8n05tic procedure. Helpin8 the staff is also key. We provide equipment for staff rest areas. this year we have provided chalrs. lockers and microwaves, and a small fund for health and well-being as well as team building artivities. In 2023124 we have distributed over £106k in funding to asslst the patients and staff of Queen Marfs. Some activities and pictures are on our website: htt www.friends mh.com news To provide these activities we need to ensure a steady inflow of funds. In 2023124 grants made were almost double our income of £54k. Our income is primarily made up of the interest on our capital, invested with Rathbones, and a large donation from the Vernon N Ely charitable trust. Thi5 15 supplemented by small amounts from events such as the monthly car boot sale, which although
bringing in only a small amount, provides an important resource for the community. Our annual bridge drive held at the Roehampton Club in December 2023 raised just under £2k. Managing The Friends requlre5 a dedicated team of people. We welcomed two newTrusteesto our Board. Clare Johnstone who brings a wealth of experience working with the NHS and Susannah Perry-Greene a brandir*g and design expert. Both contributing new skills and experience to the existing Board. Susannah has worked on creating a presence on Instagram, Facebook, Twltter and Linkedln. There are only two paid positions within The Friends. Anne Thickett, our Secretary, has stepped up to the role of Office Manager and Omar Baptista who is responsible for volunteer recruitment, training and deployment. The rest of our team give their time freely as Trustees and Volunteers. Accounting and PAYE services are now provided by Richmond Accounting Services Ltd.. Llke any organisation of its type The Friends of Queen Mary's Is always on the lookout to refresh and augment the skills within our management structure. If you, or someone you know. would like to disCUSS becoming trustee please contact Margaret Dangoor: mar aret.dan blue onder.co.uk for more details. If you know of anyone with a few hours to spare each week as a volunteer working in Queen Marfs please contact Omar Baptista., friends. st eor e5.nhs.uk oor So, once again this has been a good year for The Friends. I would like to thank all the people who have made The Friends successful during the year: our staff, volunteers and Trustees a5 well as hos al 5 ff and of course you, the supporters ofThe Friends. harles Shiplee Chairman 7s{o
VOLUNTEERS Omar Baptista jolned us in August 2023 in a new permanent paid role as volunteer coordinator. Omar has made a huge impact and Is busy onboarding new volunteers. By the end of 2023124 we had around 20 volunteers compared to 6 in 2022123. MEET AND GREET Our'meet and Greet, volunteers help visitors in theground floor entrance lobbv. This service is greatly appreciated by vi51tors as well as raising awareness of The Friends. This role was the first focus for Omar and we now have 9 volunteers in this role. TROLLEY SERVICE Our weekday trolley Service, which we provide as there is no shop. visits the outpatient clSnlcs. the inpatient wards, rehab, the Wolfson Unlt and the Douglas Bader Unit. This service is currently running on a Tuesday 35 we only have I volunteer but Omar is in the process of training more volunteers to run this service. The volunteers also run a hot drinks trolley on weekday mornings for the Douglas Bader patients. These patients spend a great deal of time in the gym and may not be able to access hot drinks otherwise. This Service is currently running on a Wednesday and Omar is hoping to train new volunteers to expand to other days soon. WARDS We have been able to resume volunteering in the wards during 2023124 offering mealtime support and befriending. The largest initiative has been 'Lunch Club, on Mary Seacole ward that was started by a member of staff. Each Tuesday we have 2-3 volunteers help at this event. It's a great way to get volunteers familiar wlth life on the ward. Omar will be focussing on recruiting more volunteers to visit the wards during the coming year.
AND ALLOCATION OF FUNDS For the year ending 315t March 2024 we allocated funds totalling £101.5k for bids, and patient activities and amenitie5 and £4.9k of welfare grant5 over a wide variety of departments. The blds settled in 2023124 included: All inpatlent wards: Mary Seacole Ward: Newspapers.. £3.5k Daily Sparkle newssheet.. £0.7k MagicTable 3 year renewal £5k Motomed machine to aid patient discharge £4k Arts Program £IOk Sleeper Chairs and lockers for staff room £4k Outpatient Locker5 £1.3k Staff team building £1.9k Gardening Group equipment £0.5k Till £0.2k Blaze pod & Mats £0.7k Lung Function equipment £49k Inservice retreat £0.4k Foodbank £0.3k Gwynne Holford Ward: Womsoft Neuro Rehab: Bader Gym: Bryson Whyte Rehab Communlty Dlagnostlcs Wheelchair Services Dietetlcs We also awarded £2.6k to the ward5 for events at Christmas, International Nur5e5 Day and the King's Coronatlon. You can see photos of some of our donations on our website: www.friends mh.com events MUSIC We have a selertion of pianists who play our grand piano in reception. We also have occasional visitors onto the wards. Music expenses totalled £2.5k. We also resumed musical visit5 to the ward5 by local schools with Ibstock Place visiting both wards. FUNDRAISING Our 2 biggest fundraisers were the Bridge Drive at The Roehampton Club raised £1.9k, and Table Top sales by outside traders on the lower ground floor raised £lk. Details of other income Is on page
USTEES. REPORT The Trustees submit thelr Annual Report and the financial statementsforthe year ended 31st March 2024. The financial statements have been prepared on the basis set out in paragraph l on Page 9. ORGANISATION AND MANAGEMENT The Charity operates in accordance wlth Its constitution adopted on 10th October 1973 as amended on 14th January 1993, 15th October 2003, 18th October 2006 and 13th Qrtober 2011. The objects of the Charity are set out on page l of these accounts. The Trustees who served during the year are detailed on page l and they serve as the Executive Committee of the Charity. PUBUC BENEFIT STATEMENT The Trustees consider that all the work carried out by the Charity is for charitable purposes and consider that they have complied with Section 17 of the Charities Act 2011 with regard to the guidance on public benefit published by the Charity Commission. The activitie5 of the Charity are described in the Chairman's Report and in addition to these the Trustees make grants to SUPPOrt the Hospital, its patients and staff in accordance with its objects. RISK MANAGEMEMr The Trustees have a risk management strategy, which comprises an annual review of the risks the Charity may face and the establishment and Implementation of processes to mitigate those risks and their impact on the Charity. STATEMENT OF TRUSTEES, RESPONSIBILITY The Charit¢s Trustees are required to prepare financial statements for each financial year which 8ive a true and fair view of the state of affairs of the Charity at the end of the financial year. In preparing the financial statements, the Trustees are required to: select suitable accountlng pollcies and then apply them consistently; state whether applicable accounting standards and statements of recommended practice have been followed, subject to any material departures disc105ed and explained in the financial statements; prepare the financial statements on a going concern basis. The Trustees are responsible for keeping proper accounting record5 which disclose, with reasonable accuracy, at any time, the financial position of the Charity and enable the Trustees to ensure that the financial statements comply with the Charities Act 2011. The Trustees 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 Irregularltles. Approved by the Trustee Committee and signed on Its behalf. Charles Shiplee Chairman of the Trustees. October 2024
INDEPENDENT EXAMINERS'S REPORT TO THE FRIENDS ROEHAMPTON UEEN MARY'S HOSPITA I report on the account5 of the Trust for the year ended 31 March 2024, which are set out on pages 8toll. Respective responsibllitles of Trustees and Examlner The Charity's Trustees are responsible for the preparation of the a¢¢ounts. The Charity's Trustees consider that an audit is not required for this year under sectlon 144121 of the Charities Art 2011 (the 2011 Act) and that an independent examination is needed. It is my responsibllity to: examine the accounts under settion 145 of the 2011 Att; to follow the procedures laid down in the general Directions given bv the Charity Commissioners under section 14515llb} of the 2011 Act,. and to state whether particular matters have come to my attention Basls of independent examlner's report My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the Charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from you as Trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a 'true and fair VIe and the report is limited to those matters set out in the statements below, Independent examiner's statement In connectlon with my examination, no matter ha5 come to my attention: which gives me reasonable cause to believe that in any material respect the requirement5: to keep accounting records in accordance with section 130 of the 2011 Act,. and to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been met; or 12) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Tony Dransfield October 2024 CRIPPS DRANSFIELD Chartered Accountants 206 Upper Rlchmond Road West London SW14 8AH
ststement of Flnandal Artlvltle5 for the Year Ended 3tst March 2024 Totsl Funds 2024 Total Funds 2023 Unrestrlcted Restrirted Funds Funds Notes Income Legacies Annual Income 83.536 52,007 135,543 54,500 54,500 54,507 54,507 Expendlture Charitable Grants Bids & Patient Amenitie5 Staff & Other Costs Totsl Expendlture 101,225 33,488 134,713 5,222 106,447 33,488 139,935 51,245 23,913 75,158 5,222 Defltltlsurplus for year before Investment ains -80,213 -5,215 -85,428 60,385 Net realised and unrealised investment Ilossesllgalns 62,187 62,187 -74,737 Net Movement of Funds -18,026 -5,215 -23,241 14,352 Total Funds at 1st Aprll 2023 1,108,573 7,667 1,116.240 1,130,592 Total Funds at 315t March 2024 1,090.547 2,452 1,092,999 1,116,240 Balance Sheet as at 31st March 2024 2024 2023 FIXED ASSETS Listed Investments 1,046,511 1.054,953 CURRENT ASSET5 Stock Debtor Cash at Bank and in Hand Cash with Fund Managers 408 627 17,953 30,642 49,630 648 45,651 17,058 63,357 CREDITORS Amounts due within one year 3,142 2,070 NEf CURRENT ASSETS 46,487 61,287 NET ASSETS 1,092,999 1,116,240 FUNDS HELD General Funds Restricted Fund5 TOTAL FUNDS 1.090.547 1,108.573 2,452 7,667 1,092,999 1,116,240 The Accompanying Notes are an integral part of this ststement of financial activities.
Notes to the Statement of Flnanclal Actfvltles Basls of Preparatlon and Accountln8 Convention 1.1 Basis of Accounting These accounts have been prepared In accordance wlth Accounting and Reporting by Charitles - Ststement of Recommended Practice ISORP 2nd edition 20191, applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the United Kingdom IFRS 1021 and the Charities Act 2011 and applicable regulation5. The accounts have been prepared under the historical cost convention with items recognised at cost or at transaction value ststed in the relevant notelsl to these accounts. 1.2 Accounting Policies Income Legacies are recognised when it Is reasonably certaln they will be receNed. Other income represents the amount5 receivable durlng the year. Choritable Expenditure Charitable grants are recognised in the accounts when a commitment has been mode. Stoff and Other Costs These costs reflect the work undertaken to generate income for charitable purposes. They include costs which are staffing and associated costs of supportin& monitorin8 and evaluating the work of the charity. Totsl Funds 2024 Totsl FuThd5 2023 Annual Income Unrestrfcted Restrlcted Funds Funds Donatlons Subscriptlons Interest 12,592 154 240 36,981 1,932 370 1,082 609 io 388 12,592 154 247 11,240 180 353 Investment Income Bridge Drive Refreshments Trolleys Table Sales Book5 Stalls Miscellaneous Income Car Boot sale Christmas Card5 & Diaries 36,981 1,932 370 1,082 609 io 35,220 3,117 391 1,387 388 142 54,507 142 119 54,500 52.1X)7
Total Funds 2024 Total Funds 2023 Grants Unrestrfrted Restricted Funds Funds Bids & Patient Amenities Welfare/Event Grants 96,306 4,919 101,225 5,223 101,529 4,919 106 34.551 16,694 5L245 5,223 Staff & Other Costs Total 2024 Totsl 2023 5313ries Staff pensions Accountancy and Audit fee5 AThEND lincl Insurance) Printlng and stationery Computer & Other Office Equlpment Miscellaneous Expenses Subscrfptions Bank Charges Fund Management Web51te & Marketing 14,910 252 6,065 815 437 133 440 80 66 7,662 2,628 33,488 8,046 6,261 690 470 214 136 14 131 7,951 23,913 Average Number of Employees Remuneration of Executlve Committee & Trustees 1,325 Website and Marketing includes £1325 pald to Perry Greene Design Limited for design and advertising servites. Perry Greene Design Limited is a company owned by Susannah Perry-Greene who became a trustee on 13 Dernber 2023 Llsted Investments listed investments are value(l at stock exchange mid-market prices at the balance sheet date 2024 2023 Opening valuation Additions Disposals Net realised and unrealised investment Ilossesllgalns 1,054,953 955,399 146,914 241.416 -217,543 -67,115 62,187 -74,747 1,046,511 1,054,953 Closlng book cost 922,745 972,397 10
Stock Z024 2023 Chrlstmas Cards and trolley good5 at cost Debtor 2024 2023 Investment interest re¢eSvable 627 627 Credltors 2024 2023 Amounts due within one year Sundry 3,142 3.142 2,070 2.070 Funds The Charity maintalns General Funds which are expendable at the dlscretion of the Trustees in furtherance of the objects of the Charlty. Restricted Funds represent grants or donations which have been allocated by the Donor or Trustees for speciflc purp05e5 as follows: 2024 2023 Mentol Health Art Fund Established by Miss Sally Whitaker to be used to fund art materials and activities for patients on the mental health wards. Kevin/Holfvrd Fund Established followlng the Legal & General Charity fun run to support thelr colleague who was extremely grateful for the care he received in Gwynne Holford Ward following a stroke. 4,593 2,452 3.074 2,452 7,667 ReseNes Policy The Funds held by the Friends are historically the result of legacles, augmented by any surplus of funds raised on an annual basis, less grants and other expendlture. The Trustee5 budget to spend the income received each year in accordance with their objertives and do not consider they need to hold any funds in reserve for future activitles. Investment Poll¢y The Trustees, pollcy Is to preserve the capital value of the Friend5, assets and to provSde sufflcient Income to meet the costs of seNice5 provided in Queen Mary's Hospital and grants for needs of patients and staff.