cItARrrIES IN ASSOCIATION wrrH THE LEAGUE OF ST. BARTHOLOMEW'S NURSES ACCOUNTS FOR THE YEAR ENDED 30 APRIL 2025 Charity Number . 275165 Pag• Trustees, report Independent Examinerfs report Consolidated statement of recelpts and payments Consolidated statement of assets and liabilities Benevolent Fund statement of receipts and payments Benevolent Fund Statement of assets and liabilities Benevolent Fund notes to the accounts stewart Baines Coltart Scholarship Fund statement of receipts and payments Stewart Baines Coltart Scholarship Fund statement of assets and liabilities stewart Baines Coltart Scholarship Fund notes to the accounts CHARITIES.IN ASSOCIATION WITH THE LEAGUE OF ST. BARTHOLOMEW'S NURSES TRUSTEES, ANNUAL REPORT FOR THE YEAR ENDED 30 APRIL 2025 ofor•nco and a mini Re918tered charlty number: 275165 Charlty'• prln¢lpal •ddre¥8: Tho Post Room, Sl. B8rtholomew'$ Ho$prtal West SMIthf￿[d, London EC1A 7BE Nam08 of ChaTIty Trust66s man•g8 the charlty: Mrs E Wood-Dow OBE Pre8idenl of the League Mrs N Marks Honorary General Secretary Mrs R E Camptsell Honorary Tre88urer Mrs S Merry Honofary Secretary- Benevdenl Fund Mrs J Gillett Ichalrl Honorary Tr8asurer- Benevolent Fund Mi88 D Sherlaw Honorary Secretary- Stewart Baine3 Coitart Scholarship Fund Mrs A Hayward Honorary Trea8urer- Stewart Balne8 Coltart Scholarshlp Fund Dame Nancy Hal Extomal adv188r lo the Tru8t868 tructur ov rn The League is governed by a consliluts'on dr￿ument that w88 la81 r8vi8ed and updalod In 2022 and 18 managed by the League Executive Commltte8 whosa membèrs are eleeled every Ihreo years with the Pre8ident 8eNing 8 fwe•year lenn of office. The President may be re-elected for a $e¢on¢J1om. TheTrustees have mel twice thi8 year. They hav6 ravl8wed the Govemance Code for small8r charltt98, updated the Risk Regl8ter. ratified a S8feguardlng poll¢y and pr¢xedure and approved an updated Grant Making Polky of the Scholarship fund. Thg League'¥ Investment Managers attended tha November 2024 meeting to present the annual perfomanee revi8W of irwe8tments. A strategy day wa8 held in March 202S for 811 committee members of the League lo revlew the momborshlp, a¢tlvities of the League and a$socialed Char￿leS and determine piiorkies for the next 3-5 years. Ob 8Ctlvos and actfvitl The objects of the League aro.. 1. To further thg best interests of nursing and the nurslng profession. 2. To afford mutual help and to promote goclal Inleraclion. 3. To promote and mainlaln a Banevolant Fund for the bgnefft of Lwue members and St. BartholomoW8 nurnes who trained prbr to September 1993. 4. To promote and maintain Scholarship Funds for the b8nefll of League members. The Benevobnt Fund is avallable lo p￿de 8s818tsr￿? not only to League members, but also lo ary nurse who trained at Sl. Bartholomevls Hospital or who qualified as a nurse 81 St. BarthOlome￿S School of Nursing and Midwifery prior to septeM￿r 1993. The 8ubt comply with the applicable requirements Gonceming the fom and content of a¢¢ounts set out in the Charities (Accounts and Reports) Regulatw)ns 2CQ8 other than any requirement that the accounts give a'true and fairf view which is not a matter considered as part of an Independent examination. I have no concems and have come acr089 no other matter8 In connection with the examinatK>n to whlch attentton sh￿Id ￿ drawn in thls report in order lo enable a proper undorstaThJing oftho ￿OUnts lo be reached. .Champlon FCA McLgan Reid Charte￿d Accountants & Rogistered Audttors 1 For8181 Road Aytesford Kent ME20 7AU Dale: 1 V July 2025 Page 4 CHARITIES IN ASSOCIATION WITH THE LEAGUE OF ST. BARTHOLOMEW'S NURSES CONSOLIDATED STATEMENT OF RECEIPTS AND PAYMENTS FOR THE YEAR ENDED 30 APRIL 2025 Stewart Baines Collart Benevolent Scholarship Fund Fund (page$ 6 to 7) {pag8$ 8 10 91 2024 Total Totsl Recelpts Donatlons.1ogacles and other slmllar recelpts Donations & legacies Tax reclaim on gift aKJ donations Grants retumed Investment income receipts Income from investments Deposit account interest Income from Trust funds Recelpts from sale of investments TOTAL RECEIPTS 5653 75 1160 6813 YS 17Lnl 29 27935 898 9495 154 37430 1052 28104 1191 71927 106488 655 11464 72582 117952 58009 105333 Payments Charltable payments Grants pah Management and 8dminislralion Other expendlture Purchase of investments League News costs TOTAL PAYfvIENTS 90731 4870 20163 734 110894 97997 6446 15737 111338 15737 132235 16659 121102 20897 Not Ipaymonts {4850) (94331 {14283 (15T69) Cash fvnds lastyearend Cash funds thls year gnd 64680 59830 16123 6690 80803 66520 96572 80803 CONSOLIDATED STATEMENT OF ASSETS AND LIABILITIES FOR THE YEAR ENDED 30 APRIL 2025 Stgwart Baines Collart Benevolent Scholarship Fund Fund (pages 6 to n (pages 8 to 9) 202S Totsl 2024 Total Cash funds Bank daposlt account Bank current account Cash in hand 58801 1026 6189 500 64990 1526 T8489 2310 09830 6690 66520 80803 Investment assets Investments 81 cost 1311138 497391 1808529 1964298 Investments al market value 1547071 643619 2090590 2064588 11 is Ihe Trustees, p)licy to accumulate 8uff￿lent funds lo realise the Trust Deed objective6. Al fijnds are unrestricted. Page S BENEVOLENT FUND STATEMENT OF RECEIPTS AND PAYMENTS FOR THE YEAR ENDED 30 APRIL 2025 2025 2024 Note Receipts Donations, legacias and other slmllar recelpts Donations Legacies Tax recSaims on grft aid donations 853 5000 76 9500 29 Investment Income rocolpts Income from investments Deposit account interest Other recelpts Receipts from sale of investments TOTAL RECEIPTS 27935 898 21179 969 71927 106488 52265 83942 Paym•nt8 Charftable payment8 Grants & gifts paid Publication of League News League News postage & stationery costs Management and administration other •xpendlture Purchase of investrnents 90731 9573 6164 4870 71836 10062 6597 5641 111338 94t36 Not (payments) {48501 (10194) C8sh funds18St year end Cash funds th18 year end 64680 59830 74874 64680 STATEMENT OF ASSETS AND LIABILITES AS AT 30 APRIL 2025 Note 2025 2024 Cash fund8 Bank depostt account Bank current account Cash floats 58801 1026 62867 1810 59830 64680 Investrnent assets Investments at cost 1311138 1466303 Investments at market value 1547071 1545016 Page 6 BENEVOLENT FUND NOTES TOTHEACCOUNTS FOR THEYEAR ENDED 30 APRIL 2025 1. Accounting basis These accounts have been prepared using the "welpts and payments b8818' and comply w5th 8ecUon 133 of the Charities Act 2011. 2. Income tax recovory The Benevolent Fund has receNed income t&K refunds tot811ing £75 {2024: £29) during the year. This ￿presents incomg tax roclaimed on gff( aid donation$ ro¢ewed dur￿ng the tsx year to 5th April 2024. 3. Accountancy charges Thg Benevolent Fund has paKI ￿)UntanCY charge8 of £1380 (2024." £1380) to The League of Sl. BartholomeW8 Nur8es Ganeral Fund In Mpect of the share of accountancy charg88 for the year ended 30th April 2024. Thls sum Is shown as p8rt of the'rnanagement and administration. Gosl in tho accounts. 4. 8tockbroker fee Included In 'managémènt and admlnl8tratlon' co818 18 £1928 (2024.. £2265) relating to the adminl8tration co818 Incurred by Coutts. The8e 8um8 ara 8hown a8 part ofthe'management and admlnl8tratlon' e08t in the accounts. 6. Management and admlnlstratSon C￿ta Along with the eypendilure noted in 31 and 41 above, thgse co8t8 al80 include the c08t of trustse meetlng8 along with office and ¢ommunicatlon costs. 6. Cash float• Included In the cash Iloat18 • flgure of £312024.. £3) h•kJ by tha S1c￿kbrOkarn. 7. Invaotm•nts Mad(et valua Nominal CMAF Global BaLgnced 1311138 unkj 1311138 1547071 Total A• at W Aprll 2025 1311138 1547071 APPROVAL OF ACCOUNTS FOR THE YEAR ENDED 30 APRIL 2026 l appmve the slatement of recelpts and payments, ststement of assets and liabilities and notes on pages 6 and 7 and confirm that I have rnade available all relevant records and informalon for thelr preparatlon. Jlll Glllett Hon. Treasurer 17h Juty 2025 Page 7 STEWART BAINES COLTART SCHOLARSHIP FUND STATEMENT OF RECEIPTS AND PAYMENTS FOR THE YEAR ENDED 30 APRIL 2025 2025 2024 Nole Recgipts Donations, legacles and other slmllar recelpts Donations received Legacies received Investment Income recelpts Income from investments Deposit account interest Income from JG Hammond Trust Other recelpts Receipts from sale of investments Awards returned TOTAL RECEIPTS 1160 7500 9496 164 6925 222 655 5744 1000 21391 11464 Payments Charltabl• paym•nts Grants paid Management and admlnistration Share of accountancy fee8 20183 734 26161 805 TOTAL PAYMENTS 20897 26966 Net rncalpts (payments) {9433) (5575) Cash funds18St year end Cash fund8 this year end 16123 6690 21698 16123 STATEMENT OF ASSEfs AND LIABILITIE8 AS AT 30 APRIL 2026 Note 2025 2024 Cash funds Bank deposit account Bank current account Cash floats 6189 500 15622 500 6690 16123 Investment assets Investments at cost 5 497391 497995 Investments at market value 5 543519 519572 Page 8 STEWART BAINES COLTART SCHOLARSHIP FUND NOTES TO THE AccouKfs FOR THE YEAR ENDED 30 APRIL 2025 1 . A¢¢ounllng1>osh These acumjnts have been prepared using the'receipts and parnts basis. and *ilh sec*K>n 133 ofthe Charitie8 AL*2011. 2. Management and administration The Stewart Bainos Collart s￿￿rShIp FurKI has pa*1 adfflThslrats￿ (* from Coutts totrfuvj £f*66 (2024.. £7441. 3. Ac¢ouDtan¢y ¢harg The Stewart Baines Cdtsrt sd￿l8￿hlp Fund h88 PaKI charges of£nil (21T24."£n• to The League ofSL Barfhokxnv*8 Nwses General Fund in respecl oflhe share of 8¢countancy charges forthe year ended 3￿ Awil 2024. 4. Cash floats Included in the cash flc4t is a fyure of £1 (2tr24.' £1) heby by the stock￿ets. & Inv68tments 2025 2024 Value Valuè Equator ICAV C(xth Mukn Asset Gtobal Baan(*d Fw 4611￿1 643519 497391 519572 497995 543519 497391 519572 497995 APPROVAL OF ACCOUNTS FOR THE YEAR ENDED 30 APRIL 2025 l apprm the statement of recepts arKI payments. statement of assets and iiabditss on page 8 and the notss above and ¢￿fim) thal I have made avaiWJl8 all relevant records and Informat￿ for thwr preparath)n. Alaxandra Hayward Hon. Treasurer 1P July 2025 Page 9 1 ## **Scholarship Committee Annual Report May 2025** ## **The Stewart Baines Coltart Scholarship Fund** ## **Registered Charity 275165** Madam President and members of the League, I have great pleasure in presenting the Annual Report of the Stewart Baines Coltart Scholarship Fund Committee for the financial year ending 30[th] April 2025. The Scholarship Fund continues to provide fully paid-up League members with financial assistance to help enhance life, career and retirement, by supporting study and associated costs for courses and conferences. The committee has met on four occasions over the past year. We have had greater success in running hybrid meetings and have also run two virtual meetings. Committee members have recorded a high level of attendance. Minutes of the meetings are available on request. We have six League members on the committee, as well as an Honorary Secretary, Treasurer, Honorary Officers and Trustees. If any League members are interested in serving on the committee, please don’t hesitate to contact the Honorary Secretary for more information. We encourage potential committee members to observe meetings before making a decision about joining the committee for a period of 3 years, with an opportunity to serve a further 3 years. This year, 14 League members have submitted 15 applications for assistance with their studies, a 25% reduction on last year and a continued reduction over the past two years. Two of these applications were refused. Thus, 13 awards, a decrease of 40%, totalling £9,945.45 (a decrease of 62% on last year) were agreed, of which £6,142.16, has been claimed so far. After offering awards, two of the applicants decided not to claim them. This year the awards were all for work related studies: 5 for conferences, 2 for Doctorates, 5 for Master’s, 2 for Diplomas and 1 course. Our Treasurer has worked tirelessly, for over a year, to set up online banking for the Scholarship Fund, but this has still not been finalised, therefore for the time being we are still having to pay recipients by cheque. In light of some applicants appearing to have difficulty in completing the online scholarship application forms, this year we have published a short guide in the League News, to assist with the completion of the form. It is disappointing when we have the same answer several times on the form and we have to reject applications when they are not completed in full. Having updated the Grant Making Policy in the name of good governance, last year, we have experienced a considerable drop in the number of applications received. We have undertaken our annual review of the policy and re-set the sum of money to be allocated for the financial year 2025/2026. We have removed the restriction of only being able to receive awards twice in any five year period and the maximum cap for each award. We are still keen, however, that successful applicants allow themselves the time to practise the knowledge and skills learnt from their studies. Annual review will continue each March. Annual Report May 2025 2 Recipients’ reports on completion of their studies, published in the League News and on the website, continue to provide interest, identifying how new skills and knowledge have impacted practice and/or life. We hope that they will encourage more League members to apply for scholarship assistance whilst also accounting for the use of charitable monies. We hope that the year ahead will find more League members applying for assistance for both work and non-work-related study and conference attendance. We are keen to assist as many Barts nurses as possible in their studies and plan in the coming year to consider how we can best achieve this. We cannot guarantee that we can always honour the request in full, or indeed to offer ongoing continued support for lengthy courses, but all applications are carefully considered. Annual Report May 2025 3 ## **Stewart Baines Coltart Scholarship Fund Committee** ## **Annual Report May 2025** ## **May 2024 (3 applications, 3 applicants, 2 awards)** ## **1: 2024/2025 (1985)** Clinical Nurse Advisor, High Street Chemist: RCN & National Travel Health Network and Centre 7th Joint Travel Health Conference **AWARD NOT CLAIMED** ## **2: 2024/2025 (1979)** Semi retired, part time external verifier/consultant on Healthcare qualifications for City & Guilds: Diploma in Herbal Medicine **APPLICATION REFUSED** ## **3: 2024/2025 (1994)** Enhanced Supportive Care Advanced Nurse Practitioner, Lung Cancer: Multinational Association of Supportive Cancer Care Conference ## **September 2024 (9 applications, 9 applicants, 8 awards)** ## **4: 2024/2025** ECMO Specialist Nurse: MSc Medical and Healthcare Education ## **5: 2024/2025** Senior Lecturer Nursing & Paramedic Sciences, Advanced Nurse Practitioner, Resuscitation Instructor: Doctor of Coaching and Mentoring ## **6: 2024/2025** Senior Charge Nurse, ITU: MSc Leadership and Service Improvement in Health Care ## **7: 2024/2025** Lead CNS, Haemato-Oncology: MSc Health and Wellbeing ## **8: 2024/2025** Family Nurse: Human Givens Diploma Course ## **9: 2024/2025** Adult Critical Care Unit Staff Nurse: MSc Global Health Management **APPLICATION REFUSED** ## **10: 2024/2025** Advanced Nurse Practitioner, General Practice: Dermoscopy for Intermediates Certificate ## **11: 2024/2025** Dermatology Lecturer Practitioner/Clinical Nurse Specialist Check4Cancer: MSc Clinical Dermatology at the University of South Wales Annual Report May 2025 4 ## **12: 2024/2025** Lead Nurse for Clinical Nurse Specialists: Professional Doctorate in Advanced Practice **AWARD NOT CLAIMED** ## **November 2024 (No applications)** ## **March 2025 (3 applications, 3 applicants, 3 awards)** ## **13: 2024/2025** Clinical Nurse Advisor for Superdrug Group: RCN & NaTHNaC 8th Joint Travel Health Conference ## **14: 2024/2025** Associate Professor, Adult Nursing: 10th International Clinical Skills Conference ## **15: 2024/2025** Simulation and Skills Educator: 10th International Clinical Skills Conference **Diana Sherlaw Honorary Secretary** **Alexandra Hayward Honorary Treasurer** Annual Report May 2025 ## **The League of St Bartholomew’s Nurses** ## **Benevolent Fund Sub Committee Annual Report** ## **1 May 2024 - 30 April 2025** Madam President and members of the League I am pleased to present the report of the Benevolent Find subcommittee for the year ending 30 April 2025 While the League continued to celebrate its 125[th] Anniversary Sir Keir Starmer was elected UK Prime Minister, Donald Trump elected President of the USA and conflict continued in Ukraine and the Middle East. The Paris Olympics took place in what has been recorded as the Earth’s warmest summer on record. I am pleased to report that the market value of our investments managed by Coutts remain in excess of £1m. Full details of our investments, income and expenditure for the year are printed in the League News having been independently examined by our accountants McLean Reid. Legacies and donations of £5,650 have been most gratefully received this year. Over £90,000 has been spent on Gifts and grants and a further £15,700 on printing and posting the League News to our 2000+ members worldwide. Financial awards have supported physical and mental health needs, mobility and safety issues and have included contributions towards roof repairs, a new boiler, stairlifts, physio and speech therapy services, convalescence, taxi fares, winter fuel allowances and emergency grants arising from a variety of unexpected events. As part of the 125[th] League celebrations shortbread biscuits were posted as a small gift to the 77 housebound members known to the committee who were unable to travel to any of the Regional events which were held and 12 previous League Committee members were welcomed as our guests at the 2024 ADM in recognition of their contribution to the League. 58 bouquets of flowers were dispatched to members for a variety of reasons including illness, following surgery, in sympathy and in celebration of life events including birthday flowers to 5 members aged 100 years and over. Christmas cards, personally signed by our President, were sent to over 500 members qualified 60 years and more with a gift of postage stamps for those living in the UK. Letters were also sent to those members who qualified 60 years ago in 1965 reminding them of the scope of the Benevolent fund and offering help if needed. It is wonderful to receive thank you letters and news from members around the world appreciating how significant a card or bouquet of flowers can be as well as a major award. After careful consideration of the declining number of requests for a League Country Wide Network visitor and the complexity of implementing current National safeguarding policies and procedures the Network has now been discontinued with many thanks to all those who have been involved over the years. The committee has met 5 times during the year in person and/or on Teams with many informal contacts in between and on your behalf I would like to thank them all for their time, expertise and commitment to managing the Benevolent fund and ensuring its charitable objects are met. A particular thank you to Mary Elliott who retired from the committee after 6 years and we welcome Jo Carroll in her place. Finally, it is not always easy to ask for help but please don’t hesitate. If you, or someone you know is in need great or small for any reason please contact in complete confidence the Benevolent Secretary, Susie Merry, who is only an email (Benev.secretary@bartsleagueofnurses.org) or phone call away (07873 402814) Jill Gillett. Hon Treasurer