Stwilfrid's Hospice Making a difference to local lives ST. LFR1D's HOSPICE (SOUTH COAST) LIMITED TRUSTEES, ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 Registered Company Number 01562110 Registered Charity Nurnber: 281963
W•l¢ome from our Chalr One Purpose, Many Communities.. Strengthening Hospice Care Across Our Region Overlhe past year. St Wiwrid's HOspe has continued to delNeron our purpose. providing high-quality specialist end-of-life Care and bereavement supp)rt- ereVer and vthenever rt is needed - across our ¢ommunty in Wesl Sussex and South-Easl Hampshire. In 2024125, Sl Wilfrid's reCve(l1015 referrals, the first ttme that more than a thousand requests for our services for patients facing life-limiling conditions has been made in one year. Around 90% of the care and ser¥Kes St Wllrid's provides is delivered OLtside the Hospice building in Bosham. Our Communty teams provide expert nursing, medical, and therapeutic care- these services support families and enable pab.ents lo feceÈve the highest stsndards of palliative Ca while remaining safely in their home setting. Our in-patient unit continues to deliver the hhest level of medul and nursing pallHtive care and has maintained an occupancy rate of around 85% of availaNe beds. Al the Hospice, and through our online seryices. we also provide a range of support through the Living Well Centre for people living with progresswe lrfe-limrting illnesses. In additn, we provide support lo our patients and their loved ones through our Family Suppcfft Team, which offer5 a wde range of formal and informal therapeutic interventions. As il does for Sl WIKrid's, the economic dimate remains dthcuf( for many of the people and communities we serve. Yel through the commitment of our stsff. volunteers, supporters and partners, St Willrid's Hospice continues to provide exceptional, person-centred care to all those who need us. We could not do what VE do thOUt the extraordinary generosity and steadfast commitment of our community. Each year, many individuals, families, local businesses and partner5 dedicate both their time and expertise lo support St WIKrid's Hospice, while over 80% of our lunding is made possible through voluntsry financial contributions. M)ether thfOL¢9h legaaes. donatsons, fundraising. volunteering, or supporting our retail operations, every conlribulitsn - of lime, skills or money- helps us to provide outstanding Ca to those who need il most. We are deeply grateful to everyone who stands us. and together we look forward lo strengthening St. Wlfrid's hospti care in the years ahead. Our collaboration with the NHS remains close. and we are grateful for the finanGial contribution it provides in support of our service5. In 2025, St Wilfrid's Hospice is proLKI lo have become a supporter of the AJmed Forces Covenanl. The Hospice also expresses rts deep gratitude to Soline Jerram, 0$e lem) of office as Chair of the Board of Trustees ¢oncluded this year. Among her many contributions. Soline guided St Wlfrid's through the Covid-19 pandemic and has left the organisation in a strong position to face the challenges ahead. AS we l¢)ok to the fvlure, we do so optimism. purpose and hope. Wle know that Ihe need for hospice care will only continue to grow across our region. And we know that by working together - one purpose, many communities- we can build an even stronger foundation for compassionate, excellent end-of-le care. On behalf of the Board of Trustees. l extend sincere thanks lo everyone 4th0 makes this work possible. Together. we will ensure th St Wilfrid's Hoswce remains a trusted presence in the lives of all those we serve. Julian Clayton Chair. Board of Trustees
CONTENTS Page Referen and AdministratEve Details Trustees. Report lirKorpothng the StrategK ReF 3-29 Independent Audrtorfs Report 31-33 Consolidated Stslement of Financkgl Acti¥ibes 35 Balance Sheets Consolidated Statement of Cash Flowts 37 Notes lo the Financial Statements 38-57
ST WILFRID'S HOSPICE (SOUTH COAST) LIMITED REFERENCE AND ADMINISTRATIVE DETAILS FOR THE YEAR ENOED 31 MARCH 202S Charity Name SI WKrid's HospKe Isoulh Coastl MIted Charity Number 281963 Company Number 01562110 Registered Office Walion Lane Bosham, Chichester West Sussex, P018 8QB VKe Presidents Dr C J Bateman FRCPath MrMGBews Dr A Copsey Professor A G Dewhurst Mrs P J Foster Mrs S Hyland Mrs K Glendinning MBE Mr G C PapIrth Mr C Shippam Mrs E A Spence rMDTroy Dr S Williams FRCGP Mmed Ed Mfs A P Womwh Patrons Mrs J Jackson MrDMa¢ Mrs D Patterson DL Dame K P Rouuedge DBE Mr C & Mrs A Timothy TnJslees Dr A M Bateman Mrs L 8rLe Mr J Clayton (Chaw) Mr A Easter Mr N Fox Irelire(122nd Wil 20251 Dr K Greenberg Mr K Hudgell (appointed 28th May 20251 Mrs S Jerram Irelired 16th December 20241 Ms H Keenlyside (deceased 17TA February 2025) Mr J Martyn (Honorary Treasurer) Ms V Mudford Ms M Savill {appointed 27th November 2024} Dr A Stone (resigned 11th November 2024) MsLUWatt Company Secretsry Helen Ed
ST V41ILFRID'S HOSPSCE ISOUTH COASTI LIMITED REFERENCE AND ADMINISTRATIVE DETAILS FOR THE YEAR ENDED 31 MARCH Z025 Senior Management Team Helen Edson. Director of Finance Lois Ho*ell. Chief EXeJtIYe Cal Hortock. People Director Claire Magee, Medical Dire¢lor Suzy O'callaghan. Director of Clinical Services Rachael Tout, Director of income Generab"on Independent Auditor Cru4Ve UK LLP 4b Floor, St James House St James Square Chellenham Glos GLSO 3PR Solicttors Mitchell Solicrtors Thomas Eggar House Friary Lane Chichester Wesl Sussex P019 1UF George Ide LLP 52 North Street Chichester West Sussex P019 1NQ Bankers Nati31 Westrrtinsler Bank p 5 East Street Chichester Wesl Sussex P019 1HE
ST VVILFRID'S HOSPICE (SOUTH COASn LIMITED TRUSTEE'S REPORT {INCORPORATING THE STRATEGIC REPORTI FOR THE YEAR ENDED 31 MARCH 2025 STRATEGIC REPORT Vi8ion Sl Wlfnd'5 vision is that all dying people and those close to them should have access to the care and support that they need. Mission st Wlfrid's Mission is to provide high quality specialist eTh>of-lrfe care and tereavement support whenever and wherever il is r5eeded. Object Paragraph 3 of St Wilfrid's Memorandum of ASlatiOn reads.. The Charity's object for which the associion is established is the relf of people suffering from cancer and other terminal condrtions and the relief of the rerS and families of such people who are in condib.ons ol need. hardship or distress.. Publlc Bgn?fit The Trustees confirm that IW have tsken into account the Charity Commission's guidance on public benefit when reviewng Sl WThffn"d's aims and objectives. The Trustees have idenlffied that St Wilfrid's meets three of the thirteen descriptions of Charitab purposes as set out in the chanb.es Act. namely. the advancement of health, the relief of those In need by rea$on of ill heamh or disability. and the advancement of educahon. Those who beneff( from the services Sl Wlfrid's provide5 are people living wilh Cancer and other terniinal illnesses, and the relatives and fn.ends of such people. The referral criteria for access to St Wilfrid's services are widely disseminated and those patients who are referred ar meet the eligibility criteria w411 be accepte for care. The services operate in a defined geographical area. and referrals for those services are received for patients registered with specrfic GP surgeries within that defined geographical a8. Through p8rticip"on in the delivery of ECHO, (the En¢J-of-life Care Hub Service hosted by Sussex Commuily NHS Foundation Trust). St WKrtd's services are extended to other patients and Ih*r close associate5 who have not been directly referred to St Wlfrid's, but who do live wthin the defined geographical area. The services are provided at no cost to arty patient meets the referral cnteria. Thwr loved ones are also offered support. Sl W51frid's Education Dep8rtmenl has an impact on serv$ and care provided beyond the defined geographical area. as explahneil bter in the rewt.
ST WILFRID'S HOSPICE (SOUTH COAST) LIMITED TRUSTEE'S REPORT (INCORPORATING THE STRATEGIC REPORT) FOR THE YEAR ENDEO 31 hlARCH 202S ST WILFRID'S HOSPICE'S STRATEGY FOR 2027 Strategic goals and objectives Stratsgl¢ goal: Objectiv8s: Extsndlng our reach to more poopl• In the community Serwces that are accessible, fiexible, and responsive Seeking opportunrties lo engage and inlluence a diverse community Improving and gnhanclng the quality of our care Sefvices that are innovative, evaluated and outstanding Seeking OPPOrtunrties to leam. develop and improve Strategic goal: Objectives: Strategic goal Objectives: En$urSng long terni sustainablllty Services that maximise the use of our existing re80urce5 Seeking oppOrtuneS to diversfy and gr¢)w Caring for our SoUrceS and the enwronment Reducing reliance reserves to fund operational ath.vrty Delivery of Sl Wlfrid's WIS. Mission. Objects and Strategy is l1nder'nned by its Values.. Compassion Excellence Integrity Responsibilty Collaboratson 08JECTEVES AND ACTIVITIES Intemal Context The Senior Management Team membership was stsble throughout 2024125. but there were a number of changes lo the membership of the Board. At the 8oard rneeling on 22 May 2024 Keith Hudgell was appointed as Commrttee Adviser to the Resources Committee, wlh particular fo(yJ$ on information lechnol(w (IT). The forTner Chair, Soline Jerram, ended her last term of Offi on 16 December 2024. Al the Board meeting on 5 September 2024, the 803rd appointe¢Y Julian Clayton. the fonner Vice Chair, 35 Chair to lake effect upon Soline's tleparture. Lou Bruce became the Vice Chair follov*ing a vote at the Board meeting on 27 November 2024. Al the same meeting on 27 November 2024. it was noted that Adam Stone had resigned his Trusteeship, and that he would sit as a Committee Adviser to the Clinical ServrE5 Commitiee. Paul Rolfe was appointed as Commrttee Adviser to the Voluntary Income Generation Commiitee, and Jackie Pace was appointed as Commrtiee Adviser to the Clinical Services Committee. Melanie Savill, a fomier Committee Adviser on the Clinical Services Committee. was appointed as a Trustee. Very sadly, Trustee Hilary Keenlyside died on 17 February 2025, after MO than eight years of service to St Wilfrid's Hospice, its Twslees. members, eMploys, volunleers. and beneficiarie5. The Board held a minute's silenee as a mark of to Hilary al rts meeting on 5 March 2025, and St Witfrid's was presented al Hilary's fvneral by the Chiel ExecutNe. Al the Board meeting on 5 March 2025 two further Commitiee Advisers were appointed." Eddie Tuke and sIart Butcher. who respectively joined the Clinical SeNces Committee and Resources Committee. At that meeting. il was noted that N Fox's final le of offi as a Trust ended on 21 April 2025. AII members of the Board thanked Nick for his seN¢e, in parb"cular his generous donats'on of ts'me and expertise in connection with the planning and buildir¥J of the new hospice stie in Bosham. Nick's experience and
ST WILFRID'S HOSPICE (SOUTH COASTI LIME0 TRUSTEE'S REPORT (INCORPORATING THE STRATEGIC REPORT) FOR THE YEAR ENDED 31 MARCH 2025 knowledge in the field of strategic eststes developnnt had been invaluable, and had helped ensure the su¢¢ess of the project. The focus for the Board and SMT during 2024r25 delNery of the 51ralegy for 2024- 2027 approved in March 2024, and in particular the new strategic objeciive 'Reducing lIance on reserves for delNery of operational activrty,. Extemal Context Population The majority of the area served by St WlfrKI's is thin the boundaries ot NHS Sussex, the Irtsgraled Care Board IICBI for both E8St and West Sussex. A very small prow)rtion of Sl Wiffrid's patients, service users, employees, volunteets. and supporters INe in and around ErnSth, a ward of Havant Borough Council. just over the border into Hampshire. Sl Wlfrtd's provides in-palienl arKI communty services to mos( but nol 811. people in the areas served by Chichester District Council ICDCI and around haK (the western halfj of the people living in the area coveied by Arun District Council IADC}. Communty services in the Midhufst area are provided by Ma¢Millan. Given the Telatively small scale of the Hampshire influence on St Wiltrid's extemal context. and the lack of ward level data available from Hampshire County Counol. the data and commentary below will focus on the populations of ADC and CDC. The 2021 census recorded ADC'S population as 164.800, and CDC'S as 124,100, giving a total of 288,900. This has in¢aSe<l from 263,300 in 2011. The dats sel QLrt befow is exlracted West Sussex County Council's Joint Strategic Needs Anatysis publication 'Census 2021_' Ethnioty, language and lIgIOn- Public Heatth Briefing August 2023,. by Cathertne Wells of the Public Hearth a1 Social Research Unrt. The demogr8phi¢ data Sl Wiffn"d's holds about rts employees. volunteers. pab.ents l $ervi¢e users, and supporters is not complete. Although age infom)ation about employees and voltjnteers Is available and accurate. not all other categories of data about thosè groups have been collected consistently about the current workforce. Volunteer data is more complete than emoyee dats. but not enb.rely so. Demographic data collection about patients and service usets is tetter, bLrt not consislenlly complete. Ethnicity data was ¢tsllecled from only 91.6% of patients during 2024r25, for example. and data on relig)n from onty 65.2% of patients. These gaps in the dats held make comparison ¥th Ihe wder population unreliable. Impming the qualty of demographic dala contsnues lo be a key wDrkstream for the Equalrty, Diversity & Inclusion IED&II Worknng Group, and the position is definitety improvirwj. Population - Ag9 By comparison wlh the national modal average. Thh)re wple libryng in the ADC aa are 65 years or over 128.4% Compared 18.3%}, and the median average age is 49.6 years. In 2021 there were 505.5 people aged 65 or over for every 1000 people of working age. The picture in the CDC area is very similar. 27.1% of the people INing in the area are over 65 years of age. and the median average age is 49. The national median average age is 40.7 yeats. These factors play 8 part nol onty in increang leve15 of demand for Palliative and End of Life Care IPEOLCI services, but in sustaining the long-temi St Wilfrid's supply of employees, volunteers, and supporters. Populatlon - Dgprlvatlon There are very areas of material deprivation in U)e CDC area. but some notable Challenges in parts of the ADC area, particularty around Bognor.
ST WILFRID'S HOSPICE (SOUTH COAST) LIMITED TRUSTEE'S REPORT IINCORPORATING THE STRATEGIC REPORT) FOR THE YEAR ENDED 31 MARCH 2025 Indicator ADC area CDC area Number I percentage of all children un¢Jer 16 who Irve in a low income households 2021 Peo le of workin e on out of work benefits 2023 Peo le in reeei t of Carefs, Allthvance 2022 Households livin in fuel overt 2020 Older people in receipt of income guarantee ement of the Pension Credit Households owed a dLty under the Homelessness Reducb"on Act 212 Households in tem 4480 172% 2925 1748 6380 1945 2870 14.3.1 2060 1054 4840 1100 829 No data acComMallOn 21122 151 No data These factors influence in the communty's care needs. gNen Ihe Ell-knOWn connections between deprivation and a higher incKlence of co-morbidities and poor health outcomes. They also have an impact on patterns of behaviour anij giving amongst supporters. Stock dOrIatn$ and the prices set in Sl Wlfrid's shops both reflect the relab've deprivation around ts retsil it¢alions. Population- Ethnlclty. language. rellgion In terms of ethnicity, language and relign, the populètion of the area served by Sl WWrid's. and from where the majority of its employees, volunteers, and supporters a attracted, is not significantly diverse, but there are material variations. Ethnic grouping Asian l Asian British Black l Black British / Caribbean l African Mixed l Multi ethnic rou other ethnic rou While The While ulation 1$ com White British Other ADC area CDC area 95.8 95.4 a5 follows 88.7 I Irish Traveller Irish Roma The members of the population in the ADC and CDC areas describe them$elves as other than while British lend lo be younger. The age profile of St WIWrid's employees, volunteers and patsenls l service users tends lo be higher than the mean average age of the general population, and this is likely to be a factor Iri the elhnicily profile of those groups. The most signfficanl inaSe over the last ten years is in the.0er trite. group, principally as a fesult of immigration from Eastem Europe. Anecdotally (see comment above concerning the incomplete nature of emographic infomiationl this is reflected, bul not matched. in St Wlfrid's volunteers and service users, bul more closely mirrored in retail customers, particularty in the 8ognor area shops. Maln language spoken Othgr than English Polish Romanian Lithuanian Portu uese Bul arian Russian ADC arga CDC area 2.17 0.55 0.48 0.39 0.78 0.32
ST WILFRID'S HospfcE ISOUTH COAST) LIMITED TRUSTEE'S REPORT {INCORPORATING THE STRATEGIC REPORTI FOR THE YEAR ENDED 31 MARCH 2025 Eastern European languages are those most commonty spoken other than English in St Wilfrid's area. predominantty in the ADC area", there are lew PeOe who report their main language as anything other than English in the CDC area. In some vrdrds of the ADC area. particuLarfy around Bognor. up to 9.9% of those vtho do not use English as their main langijage port that they do not speak English V14 or at all, and this may be a b8rrier lo seeking care, employment, or volsjnleering opportun"e$ from St Wiifrid's. However, the clinical teams do not often experience language barriers lo eare delivery. They have access lo a telephone interprelalion servrce. printed v¢)cabulary sheets, and pictograms if required. Amongst the volunteer workforce there are speakers of Spanish. French, Gemian. Hungarian. Italian. Arabic. and Portuguese. including a Polish speaker in the Family Support Team. Rellglon statgd by resldents Christian No reli ion Muslim Other Buddhist Hindu Jwsh Sikh Nore ADC area CDC area 52.1 39.9 38.7 In both ADC and CDC only 2% of the population repts praciising a religion other than Christianity. These data refflect Sl Wlfrid's experience of working vthh patients and their loved ones, both as inpalienls and in the community. Over the last ten years. approximalety three Jewish, four Muslim and several Buddhist families have been directty supported by Ihe ¢hapl¥inGy team. as wpll as several patients who identify as Pagan. 11 is often the case that pah"ents, service users, andlor their families who describe themselves as'not praclising. are happy for St Wlfrid's Chaplain to minister to them appropnalely. On those occasions, the Chaplains are ¢areful in their choice of language. to honour the beliefs held by the individuals in question. Some patients have sought to re*ngage wrth religious practices, such as requeslirsg Holy Communion, after eonvetsalion wlh the Chaplain. while others value a less f(rnl approach lo their spirituality. In such circumstances, as they do with pakn.enls vkno indicate Ihat they have no lIgIOn. the Chaplain$ offer rson81iged Spiritual supwt. generalty through the course of genlle conversation. as and vthen appropriate. For praclising patients and service users. the patient or their family wll usually have their own leaderwith whom they make direct arrangements for SUPFOrt. or they ask the Chaplains to contact. For those who are not praciising but vtant to see a leader from their own faith tradition. the Chaplaincy Team has contacts for Muslim. Buddhist, Hindu and Jewsh leaders. Othèr hospi¢•$ in the region As OLrtlined in Tnore delail below, St WIKn"d's IrkS closety WTlh the other hospices in Sussex, and wth other neighbouring organisations. The challenging financial climate affected many of St WIWrid's neighbours significantly. Sl Catherine's in Crawley and The Rowans in Portsmouth both announced redundancies and servsce reductions during the early months of 2024Q5, and in March 2025 St Wlfrid'$ in Eastboume announced the nee(1 lo make cuts during 2025r26 to the value of £500,000. The merger of Martlets Hospice in Brighton with Sl Bamabas House Hospice in Worthing and Chestnut Tree HoLtse Children'$ Hospice in Arundel lo fom the SoLrthem Hospice Group look place in eady 2024. The merger has involved significant streamlining of costs and serVe$ to deliver savings.
ST WILFRID'S HOSPICE ISOUTH COAST) LIMITED TRUSTEE'S REPORT (INCORPORATING THE STRATEGIC REPORT) FOR THE YEAR ENDED 31 MARCH 2025 These circumstances reflect the national p&clu for hospice finances. Hospice UK figures indicate that the 99 hospices which participated in ils benchmarkt'ng exercise in 2024r25 collectively Torded a defici( of £19m, leading lo an estsmated deficit for the whole hospice sector linduding national hospice organisatKsnsl of £25m. Although this position 1$ better than expected * the stsrt of the financial year, the results a distorted by one hospice which is managing a major capital appeal to support a building Project. Without the figures from that organisats'on, the national picture is almost idenlical to the 23124 outcome. and across both years the collective POSTts"on is the worst ever recorded in the sectr. ACHIEVEMENTS AND PERFORMANCE Clinical services Perfomiance. quality and govornancg St Wfilfrid's clinical services continue to operate within changing heahh and soci81 Care structure5, and an increasing emphasis on integration. Many aspects of this challenging environment have a wide•ranging impact on St Wlfrid's dinic81 seNices, in particular.. the increasing and changing need5 and demographics of the people for wthom St Wilfrid's cares. Specificalty, a projected increase Èn the number of people need palliative and end of life Ca in the future existing unmet need for palliatNe and end of lrfe care, exacerbated by inequality, inequty. and social exclusion funding shorttalls and increasing costs These drivers psent both opportunrties and challenges. It is WKlety acknovAedged that h05pi¢es are operating in a period of continuous eharwè. unprecedented uncertainty and complexrty. St Wlfrid's has focussed this year on vrking ¢losety v*ith other adult hoswces across SLtssex, to form the Sussex Hospice Alliance. This allows its members to share leaming and work ct05ety together to Improve the quality of Ca provided to people across the county at the end of their lrfe. whilst maintaining each organisab'on's independence and individual identity. The Alliarte also helps to demonstrate the positive impa¢t hospice care has on the lives of the people of Sussex It is Crucial that Sl Wilfrid's remains agile, adapb.ve an¢J responsive, and continues lo pursues Its long-lem vision, which places the people of the communities rt seNes al the heart of all activities and plans. During 2024r25, St wttrid's continued to ensu that clinical V•Drkloads ve managed more'smartly.. and the teams have focussed on improving the consistency of recording patients, preferTed place of death, and. importantly, 8n8lysing achievement of this outcome. The figures in the table below demonslrale an increase in aclsvily and St Wilfrid's impact on the provision of high quality end of life care. Table showing clinical activty 2024r25 in )mpariSOn wih prQu¥ years Activ 2022123 933 67% 323 12 23% 77 30 2023124 1010 76% 343 2024125 1015 79% 341 Patient referrals Preferred lace of death achieved Avera e number on active caseload Ave res nse time inda non-u % of non-cancer atienls Avera e of atients on referral Youn e of alient on caseload ent ferraIS 27% 76 16 38% 76 esla Although over 50%15931 of St Wifrid's referrals come from local acute hospital serviees, 322 referrals were received from GP surgeries and NHS Communty services. 88 direcl referrals were received from patients and their faMils.
ST IMLFRID'S HOSPICE {SOUTH COASTI LIED TRUSTEE'S REPORT (INCORPORATING THE STRATEGIC REPORn FOR THE YEAR ENDED 31 MARCH 2025 hilst the average age of those relerred to St Wilfrid's is 7&77. 16% of referrals relate lo patients who are under 65 years old. It is recognised that younger patients tend to have complex needs whi¢h are recognised eadier, and there are often young children involveij as well as the pab"ent's parents. As a result. this group of patients lends to utilise mofe of St WKrid's seThices, and sometimes for a longer perd. However, St WIKrid'5 seeks to ensure that the needs of all patients are understood, that services remain equrtable for all ages. In order to understsnd better the potenb.al and fvlure role of St Wth"d's role in meeting the needs of frail patients, the recording of a clinical fraity scale (Rkwol score) ha5 been introducecj at first asse$smenU inpalienl admission. Last year Specialist Nurses for patients with respiratory arKI liver disease were appointed. and the team has expanded further during 2024125. These ClinanS have been vital in supporting patients to manage their chronic condf(ions, and a aladY dernonstrating a positrve impad in improving pab'ent's quality of life. As a result, there has been a signfficanl upltft in the number of patients non-cancer conditDns referred to Sl Wiffrid's. lam fft0 confident Ihat I can manage my varnus cOndrtn$. The team are brilliant- ahvays the when needed ' Iwanlgrealcare, V+Ebsrte Dec 2024 Quality and Safety Team Patlent safaty The Patient Safety Incident Response Framewort IPSIRF) is the NHS recommended approach to responding to. and leaming from, patient safety incidents. In the past year St Wilfrid's has continued lo develop a PSIRF plan that aligns with the NHS recommendations. This includes training a core group of staff lo undertake investigations and support patients, their loved ones, and stsff when incidents happen. In line with the PSIRF model, the Clinical Team ha5 focussed on the following areas.. Monitoring and reporting falls on the ward and rn patients, homes Improving the En9 and investigation of medKion errors Inveslig8ting reports of pressure ulcers arising during a patient'$ time as an in-patient or under St Wilfn"d's care al home Ensuring that staffing decisions across all disCilneS are safe and effective Thematic case reviews of lo improve understsnding and share best pracb.ce In the event of incidents ofthe type described above. safety in¥e5tigations are completed, and meaningfvl acb'on plans developed and implemented. Examples of the actions inrbsted and embedd&J in 2024r25 indude: Formalising hospice processes for case review meetings, wth clear actions for leaming Undertaking a workforce review of communty and rehab services Encouraging clinicians lo raise concems when they feel that staffing and skill mix do not match patient need Vveekly phamia¢ist Vi8rts to provide an extemal review of inrAdenl reportfng and improvement plans Improving the falls care plan and risk assessment templates, including use of bed rails Work is continuing to improve leaming from such incidents, to reduce the likelihood of ham to pab"ents. Pra¢tl¢• d•velopment During 2024125 the Clinical Development Nurse on the ward delwered several training ses8Trons and improved and indwidualised the induction programff for staff and students. Sl Wilfrid's has Continued lo support students across all disaplines. Most students have reported PDsilively that their ¢ommuni¢ation skills have improved, and that they have gained signrficanuy from their placement.
ST IMLFRID'S HOSPICE (SOUTH COAST) LIMITED TRUSTEE'S REPORT IINCORPORATING THE STRATEGIC REPORTI FOR THE YEAR ENDED 31 MARCH 2025 A number of the nursing stLtdents vh)0 undertook a placement at Sl Wiffn"d's subsequenuy expSSed an interest in pursuing a career in Palliative and End of Lrfe Care when qualKfied. Highlights for this year include.. Providing placements for a student Occupational Therapist wll be joining the rehab team in June 2025 as a substantsve member of the team. Making good links Southeast Coast Ambulance NHS Foundation Trust {SECAM81 team based al Tangmere and offering a tWD-day pLacemer¢t for paramedics to leam about st Wilfrid's services. In addition, placements were provxled for two par3medics dLsring their Advanced Practice Masters courses. Feedback from all paramedics is that they will share their experience wrth colleagues lo improve the care th they give to palliative care patients. 'Being alongside Jo at work for 8 weeks my understsnding and appreaation grthv of Occupational Therapy in palliative Care, her energy and quickness to reSnd lo referrals and patients, needs was one that not only improved outcomes but also inspired me. PTeMously an unkn¢)vm area of work following my experience and now deepened understanding of Tehab palliatsve Ca rt has opened a meaningfvl caer path that I feel exeited and honoured lo wrsue.. Feedbackprovkled ty O(Yupatal Therapy Sludgnt Community service$ St Imllrid's supports many more people in their own homes than in the in-patient uniL Key lo this approach is limety access lo medication, ltterapy input, and hands-on care by St Wiltrid's dinical teams. The Communty Team provides a seven-day a week semce. undertaking assessments and views, and delivering proactive care which includes advance care planning and symptom control, admission avoidance, rapid discharge home from hosprtal. personal care, and an advi triage line for patients and other heah¢are workers. St Wiffrid's ConSUantS an¢J Nurse Spec5alists also promde an ot)<o11 service in collai)oralion wlh other hospices fof the single point ol access End of Life Care Hub for Coastal West Sussex (ECHO Hubl. The ECHO Hub ensures that all patsents registered with the seNce can access specialist support 24 hours a daylseven days a week. Sl Wlfrid'5 ensures that there is a Clinical Nurse SpeGialt51 wth psCribIng skills available each day. This ensures that it 1$ easier and quicker for patts to get the medianes they need, increases patient choice in a¢¢essing medicines, and makes better use of team members. skills. Many people prefer to stsy al home or in their usual place of Tesidence during their illness and the last few weeks of their life. finding that they are happier. calmer aThJ more able to manage their symptoms in familiar SIITroundings. During 2024125 the multidisciplinary team based in the communty ensured that on 725 occasions patients were able to remain at home and avoid having lo go into hospital for an acLrte episode of care. In-Patient Unit seriices Sl Wlfr5d'3 14-bedded inpatient unrt (IPU) caters for patients who need complex pain and symptom ¢ontrol, andlor end of life care. The multidisciplinary tearn vdvrks together to-. ensure pients specialist palliabve care needs can mMIse their quality of lrfe by providing pain and symptom control. psych050tyal. emotional, and spiritual suppM)rt facllrtate a safe and timely patient discharge to home, or other suitable setting, and provÉd8 a supportive environment at the end of lrfe. The figures in the table below set out the impact of the work the IPU team has done to efisu care is timely and SponSive. 10
ST WLFRID'S HOSPICE (SOUTH COASTI UMITED TRUSTEE'S REPORT IINCORPORATING THE STRATEGIC REPORT) FOR THE YEAR ENDED 31 MARCH 2025 Table showing ward activty for 2024r25 in comparison wth premous years Activ Admissions to the ward % of patients admitted to the ward wthin 48hrs of re uest Numberof eo le %tho died in the hos Occu led bed da Average length of stsy {days) 2022123 257 65% 2023124 265 72% 2024125 266 77% 181 3173 14 207 3453 11-12 198 3488 7-15 Length of stay dats varies betsveen admissK)n types". pats.enls admrtted for symptom control tend to stsy for seven to eight days, Vthi patients admrtted for end-of-life Ca a usually on the ward for 12 - 15 days. The IPU leam considers each patient Ind[dUa1, I11n9 hard to hdentify the specffic actions that VKJuld help irnprove a person's physical heaf(h and wellbeing. In 2024-25. this has Irluded- Movie nights wth families Snuggled up on the cuddle b•d, with popcom and a tskeaway Providing an immobile younger patient with a donated ewronic wheelchair- the patient reptsrtèd feeling ovewhelmed and said. .1 feel I could cry.. They spent many happy hours 'raang' around the garden. Ensuring that patients and their families can access and enjoy the garden, which continues to be $0 important to them. A thank you card received from one famity consisted of 20 ptureS taken in the garden during Ihe patienys stsy. Facilitating memw-making actNities- one of the nurses suppe a famity to make plaster casts of the hands of the patient. her daughter, and her husband. Wth the help of the IPU team, Including the Chaplain, the patient is preparing her family for Itfe when she is m longer w5th them. Other activities she has been helped to undertake include purchasing a teddy bear which incorporates a recording of her voice and Compiling 8 memory box. Helping to mark important celebrations anij lrfe events. The resilience and detemiination of some patients to make memories 55 very humbliThJ. One recent patient managed lo organrie and allend her daughter's birthday paty, followed vthh a family picnic on the beach the followng day. She died peacefully the following day. almost a5 rf she had done everything th* $he had wanted lo. Everyone we ¢ame into ¢onlact wrth. vistb.ng us or over the phorse. were just lovely. They were kind, gentle. compassi¢)nale. Caring, just everything you ¥%Uld need from people when you're scared, worried, grief stricken. I was the carer, but I know my lovely Stepdad would say how very good everyone was. too From 'lwanlgreal¢are' website Mar 2025 In October 2024 the Sussex Hospice Aliance was approached ty the Irltegrated Care Board IICBI to consider how ils member hospices could assist with in¢as1n9 hospital in-patient capacity during the winter months. The ICB aske(1 hospices lo assist by a¢cepb"ng hosprtal pab.ents on a discharge pathway know as Pathway 2. Pathway 2 discharge provides a bndge behveen hospital discharge and retuming home independently, offering a stnjclured environment and deditsted support to facilrtale recovery and skil building belore a patient is adY to manage at ho¥ne. St Wlfrid's offered beds to patsents who needed help wth reablement, but. in line with St Wilfn'd's charitable objecb"ves. had been idenb.fied as in their last year of life. The stheme started in late December
ST WILFRID'S HOSPICE (SOUTH COAST) LIMITED TRUSTEE'S REPORT (INCORPORATING THE STRATEGIC REPORT) FOR THE YEAR ENDED 31 MARCH 2025 and finished at the end of March. It generated an addib'onal nrne of £36,000 for Sl Wlfrid's, released valuable beds al the local hospital during a peri1 of intense demand on acute sector services, and built closer working relationships wth the Hospttal Discharge Hubs. Mr. Jon8s'$ $tory Following a hip injury and subsequent surgery. 97-year-old Mr. Jones had been in hospital for alm51 month5 and was rapidty becoming denrtiOned, meaning that he was less likely to be able to get home. He was offered an admission to Ihe Hospice under the Pathway 2 scheme to maximoe hi5 chances of returning home independently. Wlh support from St Wlfrid's RehalItatiOn team, he set goals around improving his strength and mobilrty. This included walking laps around the ward and a wogram of seated exercise5. Mr Jones was abfe lo go home after about six weeks in Sl lfr1d'S care. The clinical team on the IPU has been activety invofve(l in research. 22 pats.ents were recruited for a national research study {CHELsea11 trial). The gludy is lo assess Nthether giving patients in the last days of their life fluids via a drip I'clinicalty assiste(I hydrationl is effective al preventing development of delirium I'lemiinal agitalion°}. St Wlfrid's would like to thank all participab'ng palients and their kived ones for their Consent to join this important national sluty. The clinical team has also been invofved in a number of national audits atKI studies which have focussed on patients, qualrty of life and understanding. Throughout 2024r25 the IPU team has focussed on gaining a better undwst4nding of how St Wilfrid's can be more inclusive. specifically lo people with sensory and hidden disabilities. Sl Wlfrid's welcomed service users from the Aputdram Centre. a chanty for adufts wth a learning disability to conduct a review of Hospice faulrtie5. Four of the Apuklram Centre's servtce user5 Vlslted with their care lo experience and feedback on what the Hospice felt like, smelt like and what they saw and heard. They told us that they fert the Hosprce was tI¢0M1n9, and that the staff fn"endty and 'smiley', and that ( was not a scary place. The reviewers said that some of the signs on the IPU Could be improved, and that more pictu$ would be helpfvl. The father of one of the servi¢e users had received end of lrfe e on the ward and this was the first time his son had visited since then. He was a lrtle emotional abcwjt being ba¢k on the ward but said that he had fell supported by the team during his fatherfs illness_ He now volunteers at Temiinus Road retail Centre and fundiaises for the hospKe thiough his paintings. This Commitment to imyoving the accessibilty and equty of care will continue through 2025126 and beyond. Rehabilitstion & thernpy services Occupational Therapy and Physiotherapy play a key part in the continuing development of a rehabililalive approach lo end-of-life care. The team has not onty prowded care to patients on the ward and in the community, bul has also used the Living Well Centre to provide support to patients and their loved ones. in¢luding= Exercise programmes Art therapy BathleSSnesS programme Falls prevention programme Complementary therapy Sessions provided by a team of highty skilled volunteers Carer support The therapy team also played a key role in providing meaningful rehabilitslion goals for the pathway 2 patients during the winter. ensuring the pats.ents achieved the goal of getbng home. 12
ST WILFRID'S HOSPICE ISOUTH COASD LIMITED TRUSTEE'S REPORT IINCORPORATING THE STRATEGIC REPORTI FOR THE YEAR ENDED 31 MARCH 2025 The ftgures in the table below demonstrate how the team has adjusted its focus and practice lo ensure care is responsive lo the patient's needs. specrfKally by uicreasing the number of contacts made to people in their own home. Table showing therapy activity 2024r25 in Mparison with pwK)u$ years Activity Occupational Therapy luplift in hours 20231 2022123 2023124 125 286 Not recorded 2024125 525 258 294 Commun sits Ward contacts Living Well Centre ontacts Commun Ward contacts Living Well Centre ontscts Ward and LNing Well Centre 147 Not recx)rded Physiolherapy 108 413 Not recorded 130 324 Not recorded 242 176 166 Complementary Thera Referrals 42 30 S4 Being able lo access communrty physio and OT servKes through the hospice enables me lo feel l am taking positive actions to keep myseff as well and active as I can, for as ng as I can. particUlaY as my diagnosis means 'nomial' gyms would not be able lo take me on as a client. l aayS leave my sessions feeling more upbeat than l arrive. 3rKI the hoSpe team are also able to be incredibly responsive Imuch more so than the hospital) when my needs change. They listen, take into account ffly prioritie5, and how I'm feeling generally during each session. so that I have a personalisefl and compassionate experience- something that is alty lacking in other areas of healthcare al the moment. I would not be in such a good physical. or emotionally. g)d place without Ihe support of the hospice physios and OTS - please don't tjnijerestimate the poww they have to make a difference in the lives of patienis who rely on them to be able to continue with lrfe as normally as possible. Suggested improvements I have no Suggestions for improvements- this is an invaluable service for patients and should COntinuee protected as a priority. as il has a greaWy posilive impact on the live5 of patient5. 'Iwantyroat¢ar•' rnifjow Doc 2024 Famlly Support Team (FST> Psychosocial support provided by the Family Support Service involves addressing the emotional, social. and spiritual needs of patients and their loved ones, often through a combinalioTr of individual and group inteNentions. This support aims to reduce diStss, improve quality of life, and help individuals cope wth the challenges of leminal illness and bereavement. St Wilfrid's prowdes a range of seNices, including counselling. bereavement support, and spiritual guidan. During 2024125 the team clevelope(l and grew the numt*rs of skilled volunteers that assist in supporting our patients and their loved ones. They also reMsed a ITge tool lo enyjre that referrals were pnorilised by need. The figures in the table belcm sh(hv the impact the of volunteer team on the effectiveness of p$y¢hological support for patsents and loved ones. 13
ST WILFRID'S HOSPICE {SOUTH COAST) LIMITED TRUSTEE'S REPORT (INCORPORATING THE STRATEGIC REPORT) FOR THE YEAR ENDED 31 MARCH 2025 Table showing FST activity 2024r25 in comparison with previ(ws years Activty 2022123 2023124 202412S Referrals for patients Refeffals for patient relalTves Referrals fof bereaved relatives 71 104 129 63 104 117 105 93 Volunteer Hospice V151tor Visits lal any Ic¢alion) Volunteer Bereavement support team telephone ¢tsCts Volunteer Community Support Team telephone ¢onLt5 126 186 299 772 811 1656 1005 1084 During 2024125 the Lead Counsellor and Chaplain became qualified to deliver Cognitive Behavioural Therapy ICBTI training for professionals with the Association of Psychological Therapies IAPTI. This includes the Avf 'BITSTrI' 1MInute therapy approac. The BITSTkl model acknowledges that opportunrties for clinicians to spend a full 45-minute formal CBT session wlh their pients are often limrted, for a wde variety of rea5. Most patient interactions are more informal, lasting a few minutes and taking place as and then convenienL but as a result may not have the depth of engagement that a CBT session could offer. The BITST%I 10-minule approach was developed as an interface behveen professionals who need lo woth this way, and the maiority of clients appreciate model. The BITS7M training program is being made avai18ble to all diniuans for use as appropriate wth their patients. M&dl¢*l Tèam The Medical Team Suprrts patient care across the commijnty and inpatient unil seNices. The team provides 2417 on-call cover to the inpatsent un¢i. as well as the ECHO hub. The consultants continue lo yrk collaboratively St Barnabas House Hospice to provide senior on-call cover across both Hospices. During 2024r25 the consumant team wa5 fully recruited after holding a vacancy for more than years. Thls has allowed more consumanl input lo the community service and the progression of a number of clinical governance activities. Sl Wilfn"d's role as a GP training unil continues. wth community-based posts now successfully embeddèd alongside the traditional vrard-based post. This support5 the education of more GP trainees. many of whom come from outside the UK with limrte<l palliatNe care knovledge and experience. The team has also supported a growing commitment to teathing for Bn"ghton ar Sussex Medical SthcK)l. In 2025126 the team wll cMtsnue a focus on patient outcome measures, and grovdth in audit and research activity. 14
ST WILFRID'S HOSPICE (SOUTH COASD LIMITED TRUSTEE'S REPORT {INCORPORATING THE STRATEGIC REPORTI FOR THE YEAR ENDED 31 MARCH 2025 Patlent experienc• Sl Wiifrid's gains insight into the patient experience in a number of ways. I vrdni8reat care onlinefeedback 5octsl cards3nd réttèrs Nauonèland intem3lsurvey5 Source5 of Patlent Insight Medlcal Examiner, LEDERreports and follow up bereavement tsll: Extemal bod5 suth a5 the CQC ComplaintsaD adverse Ltmrnents This year the clinical team has focussed on encouraging people to provide feedback via a websf(e called 'Iwantgrealca'. Patients, families. fn.ends and loved ones are able to post comments online via a QR code. Ntst all patients have digital access. so hard copy versions of the feedback fom7 a also made available. In 20245 the rating continues to be five Star, Nvith many leaving very heart-¥Yam)ino comments about the care they and their loved ones experlenced. During 2024125, Sl Wlfn"d's received five adverse commenwcomplaints about clinical services. These all centred-on observations about expectations and albtudes of indNidual staff. All were addressed wtt)in the relevant timeframe, and all have been closed. St Withd's continues to leam from su¢h comments and observations and welcomes feedback so care can te improved. During 2024125 the role of the Medical Examiner was extended to deaths which take place in the community, including at the Hospice and in St wIr1d'S pab"ents' homes. The Medical Examiner provides an independent scrutiny of deaths that are not being investigated by a coroner. The Medical Exarniner seNi¢e is sponsIble for addressing any concems about care that may have had an impact on the death of a deceased person. Medical Examiners also interact the deceased's loved ones to hear any questions or concems they may have abo(rt the cause of death or qualty of care. The Medical Examiner service is key lo idenlifylng potential areas of improvement to patient care. Sl Wilfrid's contributes to this process, and to date has only received very po$Ve feedbaGk from these investigations. During 2024125 a new procedure for Learning from Dealhs has been introduced at the Hospice. with regular case reviews and shared leaming. Sl Wiffn"d's also continues to contn"bLrte to the Sussex 'Learning from the lives and deaths of people bwth a leaming disabilty. ILEDERI reports. Clini1 Education seNice The Education team continues to seek every opportunity to prowde specialist palliative care educab.on that improves knowledge and confidence in people Caring for patients and enhances the experience of patients and their loved ones. The small team consists of part-b.me e(luc*ors. but achieves a wde and In¢asIng reach acro$$ Sussex, and pursLtes InMe generation vthenever possible. 15
ST WILFRID'S HOSPICE (SOUTH COAST) LIMITED TRUSTEE'S REPORT IINCORPORATING THE STRATEGIC REPORTI FOR THE YEAR ENDED 31 MARCH 2025 In order lo maximise the accessibilty of the training prO¥ed, most courses are delivered virtually. In 2024125 29 courses funded by the Integrated Care Board {IC81 were provided, covering a var¢ety oftopic$ such as'caring for people a Leaming Disability at end of lrfe, to'Advanced care planning.. The team also responds lo requests from care provkyers for bespoke training on specffic topics. This creates opportunities for St Wilfrid's to Sha and leach best practice and rnfiuence end of life care for patients in settings beyond the Hospice. This supports achievement of the strategic objectsve 'Extending our a¢h to ore people in the community.. This year the team has developed tVt) new urse5, 'Intimacy, Relationships arKI Sex towards the End of Lffe, and 'lnequalilies in Palliative Care,. The latter indudes a session delivered by a member of the Friends. Families and Travelers group. whrth gives insight into how best lo understand the needs of pab.ents and their loved one$ who are from this communty. For the last two years the Education team has been commissKJned by Surrey and Sussex Cancer Alliance to provide Iwday Advanced CommLtnication Skills courses. This is a natKJnally recognised course for those working in palliative Care, and al present St W1•d,S is the only provider in Sussex. During 2024125 several members of the St wtln"d's clinul team have been traine¢J to facilitste these courses, wth the airn of expanding the number of pLgces availabSe. This course is aayS well evaluated and also provides much needed in¢ome, as wdl as promoting St ThJ,s reputan. Equity, Dlversity and Incluslon The Trustees continue to promote delivery of the stralegK g¢)al: 'Exiending our reach to more peOe in the community. and ils supwting objectives.. 'Services that are accessible. flexible and reswnwve Seeking opportunities to enga3e and tnlluence a dNerse communty.. After a focus during 2023124 on people leaming disabilib.es and autism, the Equity, Diversity and Inclusion IED&II Steering Group adopted a new priority for 2024125, based on age. The key objective was for Sl Wilfn'd's lo kcome a better employer {and host lo volunteers) of pe¢Jple at either end of Ihe age spectrum. The avera9e age of St Wlfrid's employees is 53. antl of volunlws is 64. People around these ages may tse beginning to face age related health problems. and to experience MO ill-health and bereavement among close family rnembers, all factors which could affect their working lrfe. Sl Wilfrid's seeks to be ready to accommodate and support these and other age-relaled challenges in the interests of service continuity, and business resilience. and of maintsining optimum levels of employee and volunteer retention, and line wtih rts Values of compassKJn and responsits'lty. St Willrid's signed the Age Friendty Employer pledge during 2024r25 A e-friendl Em er Pled Centre forA ein Better to help take advantage of infornialion about best practice in the employment of older people, and to help promote the hospice as a supportive employer of older people. Similarly. younger people may be deterred from wcrfking at St Willrid's by fear of teing unsupported in career development, by misundetstsndings about the natu of hospice ca, and by con¢ems that they would be in a minority amongst an older workforce. A range of oplh)ns lo help increase recruitment and retention of younger people is underway. including an increase in the number of Duke of Edinburgh's award voluntary seNice placements, participation in young people's IreeTS events. and a wiew of volunteer shift patterns lo increase flexibility around h0o[ l ¢oltege ¢ommitsnents. Improvements in EDI data lleCtIon and qualty continLd os an important objective during 2024125. As outlined above, Collection of patient dats was variable during the year. and investigations into the causes were undertaken as part of a Sussex Heallh Equity Research Fellowship project Two principle contributors were identified. 16
ST WILFRID'S HOSPICE (SOUTH COASTI LIMITED TRUSTEE'S REPORT (INCORPORATING THE STRATEGIC REPORT} FOR THE YEAR ENDED 31 hlARCH 2025 The set-up of the tools for data collecb.on and use Limited organisational I cuttural awareness of the importanee of equty of opportunty and outcomes, in comparison with equalty of proviston Changes to the set-up of the data collection and use tools Vlt deveknped during Q4 of 2024125 fof implernentation on 01 April 2025. Changes lo Sl Wllfrid's approach to EDI education. eonts.nued throughout 2024r25. The materials usèd now emphaslse pursuit of equity of opportunty and outcomes, rather than del¢very of equal services and avoidin9 discrimination. EDI was incorporated into induction training for all emoYeeS and volunteers during the year, and il wa5 decided that mandatory. annual 'Equal Opportunities, Ifaining wll be plaCed for 2025r26 by conlexualised awareness raising actwity, focussed on the beneffts lo all of an opportunities l outcomes approach to EDI, and driven by the work of the EDI Wothing Group, chaired by the Chief Executive. Additionally, presentslions on the reasons for. and importance of. demographic dats coltection in all contexts We delivered during Q3 of 2024125. Self-declared collection of demographic data from employees and volunteers has historicalty been inconsistent. Thank5 to athib'es promob.ng the purpose and importance of employee data provision undertaken during November and December 2024, ernOyee data completeness rose from 45% in Q2 to 58% in Q4. Throughout 2024r25 the Board of Trustees has maintained an entry on the strategic risk gister noting the risk of failu to deliver ils strategic objectives assoaaled with failing lo attract and retain a diverse workforce. This, along wlh quarterly updates on the achievements of the EDI Working Group has helped to ensure that the Trustees remain focu5sed on the imp)rtan¢e of effecbve support for all aspects of EDI. Dlgltal During the summer of 2024 SI WKrid's IT partners17iP th Sl Catherine's Hospice in Crawley came lo an end. Sl Wlfrid's look this OPPOfbJnity to review its IT provision and direction. A committee advisor with an IT specialism was appointed, and supported the Board and IT funth.tsn by reviewing the IT strategy lo ensure ts 81ignment wth St Wilfrid's strategic objective5. The range of servi$ commissioned from the current third- party IT support provider extended lo en5Ltre delivery of an effective range of operational cover. and to develop a roadmap for improvement of the IT infrastructure, in support of delivery of the IT strategy. Roadmap activities commenced in January 2025 and resources were identfied for the planned activities in 2025126. A number of PvIous planned digrtal projects were also compted to suprM)rt St tIn'S digrtal matlsrity development journey. Key amongst the projects implemented during 2024125 have been the inlroductton of new invoice authorisation sollWa and a data input solLrtion (both of which infrgrate wth the accounting system), and a new HR applunt tra¢knng system. Al ofthese developments have streamlined back office processes. Incoma gengratlon Voluntary income continues to provide vital funding for St Wlfn"d's work antj is an important part of the Hospice's role in the kxal community. Voluntary income is geneiated through St Wilfn"d's fundraising and Tetail functions. Fundralsing The Fundraising Team manages 8 variety of income streams individual and in-memory donattons grants from trusts and foundation5 events and communty activity corporate patherships appeals raffles grfts in wills 17
STIMLFRID'S HOSPICE (SOUTH COASTI UMITED TRUSTEE'S REPORT (INCORPORATING THE STRATEGIC REPORTI FOR THE YEAR ENDED 31 MARCH 2025 All of these activities are managed in-house. The onty extemal fijndraising activty forwhich Sl Wiffrid's pays is the lottery run by Local Hospice Lottery Ltd. Gifts in Wills continue to be a focus for ftjndraising due to the importance of this income stream lo the Hospice's funding. This year. the fvndraising team has embedded the Gifts in Wills strategy, wth csedscated stewardship tsf pledgers and the introduction of new evenls. Make A Will Fortnight 2025 was popular and raised £18,775 thanks to the support of local solicitors. In addition. the Fundraising and Marketing team worked on both 'wam' {directed to known supporters) and 'cold' (directed to local audiences not previously connected to the Hospice) awareness campaigns vthich drove eXcelnt results, genering enquiries and inteSt. Sl Wiffrid's joined Hospice UK programme of collaboratn lo develop a Gifts in Wills national media campaign, which saw the first round of atlverti5ing (Including TVJ in February 2025. St Imlfrid's flagship Moonlight Walk was held in June 2024. and over 800 walkers, vtho raised a total of £83,344, were welcomed to the event. A fvrther £50,000 of matched funding was donated by a generous local supporter. As athys. the Moonlighl Walk vras an vpltfting event. in which many participated in memory ol a loved one. It was wonderfijl lo see the streeb of Chichester filled with hundre(Is of walkers in their bright orange event T-shirts and fancy dress. The 2024125 Christmas Tree Recycling project Treecyde. was in its sixth year, and over 1,500 te$ were collected and recycled across the county. The project brought in over £27.000. Trees were recycled for use as mulch on local farms. a positive action and a snal of St WiWn"d's commitment to sustsinability. Support from individuals donating to the Hospice in memory of ]oved ones. in response to direct marketing appeals, or IhTough committed monthly giving programmes. including the Lottery, is fvndamental to achieving income grovth. ThroLFghout 2024r25. genefal donations and in-memory donations were at a good level, helping the Individual Giving income stream as a whole lo exceed the budgeted contribution largel by £48,000. This method of giving is very often a refflection of the excellent care provided by St Wlfrid's lo ils beneficiaries. Sl Wlfrid's is hugely grateful lo all the Trusts and Foundab"on5, such as the Peacock Trust and the Marguerite Foundation, vthich supported the charity throughoLrt the year promding vrtal income. Community ftjndraising oulperfom)ed tts Contribution target by £27,000, at a lotsl nel contribution of £189,525. St Wilfn"d's is very grateful lo all the communty fvndrai5ers who give their lime and effort lo raising funds for vital hospice ca. Sl Wilfn"d's has also been very pleased to be abk to engage ¥Mth Companies, and relationships in this area will continue to be built with new Pfogrammes in Payroll Giving and Corporate Fundraising. Sl Wilfri¢'s is very grateful lo all the companies which SUPPDrted the Hospice throughout the year. Through the Fundraising Team. Sl Wffn"d's will contsnue lo prionb.se excellent supporter stewardship and personalised donorjoumeys in order to maintain strong and frutiful links vthh its donors. the aim of increasing income in future years. As 2yS, throLTrghout 2024r25 all volunteer5 vtho participate(J in fundraising events and activities were given comprehensive training and Safety briefings. These were conducted in person or on-line, and reinforced in written form. Identity checks were conducted on all new volunteers. and they were provided wth clear terms and condition5 for all activities. The Events and Community Fundraising Team also supported fundraising activities carried out by otheTS in aid ol St Wlmrid's during 2014125, whenever their assistance or advice were sought. Team members offer advice intended to help ensure legalty complrdnt fundraisirrfJ. and manage potential risks lo St Wilfrid's reputation. St Wlflld's is registèred the FundraisirrfJ Regulator. This means the Fundraising Code of Practice is followed and high standards of Jndraising are maintained at all times. Sl Wlffi'd's ftjndraising practices continue lo follow industy standards and are compliant with all fundraising standards. Any complaints abo fundraising are monitored by Sl WIlfrTd's Voluntary Income Generation Committee- there were none during 2024125. The Hospice's Fyndraising Promise is published on the websf(e. and the public are encouraged to provide feedback, which is used to improve Sl Wltn"d's fundraising activities and maintain its reputation. 18
ST WILFRID'S HOSPICE (SOUTH COASTI LIMITED TRUSTEE'S REPORT (INCORPORATING THE STRATEGIC REPORT) FOR THE YEAR ENDED 31 MARCH 2025 During 20245r25 no requests to remove a contsct from the fundraing database We logged wth the Fundraising pference SeThice. St Wlfrid's Strives to ensure that all supwters he a great experience and that everyone, $pecrfi¢ally including vulnerable people. are treated fairty. If cause for ¢oncem is identified, the matter Ts investigated as a matter of urgency, however no such i55ues were raised during 2024125. AJI members of the Income Generation team. including all fundraisers and retail managers. have partKipated In safeguarding awareness raising activty and training. Retail 2024125 was a challenging year for St WNn"d's retail operation. counteracled by the Retail Team's dedication and hard work. The cost of Itwng crisis brought some new consumers lo Sl Wiffrid's shops for their affordability and sustainability, thile other new customers were attracted by the appeal of shopping local. and support a local cause. Despite this, the overall annual income generated in 2024125 from St Wilfrid's 811 operation was below the income tsrget of £2.72m by-3.5%. Hcvlevef, effectNe cost control meant that the contribulion target was exceeded by 4%. This perfomiance demonstrates the changeable nature of retailing in the past 12 months, and the retail team has done a good Job of remaining posrtwe aThJ delivering consistent. excellent customer seNlCe. Items that cannot be sold are recycled. and in 2024125 more than 43 tonnes of goods We re¢y¢led and diverted from landfill. Finding liable recycling semce suppliers proved challenging this year, wlh the recycling trade globally contracting and per kFlo prices Pa (JroppirKJ. Ensunng reliable and adeqLtate recycling collectnS has proven difficulL The retail team has de¥eloFed a new event at Temiinus Roatl WahOUse to help sell large volumes of lower priced stock. These'Fill a Bag. events. al customers buy one bag for £10 or fv40 for £15, and fill the bags witr as many tiems as they like have proved very successful. Ovèr £4500 h85 been raised in the past 12 months, and more Fill a Bag days are planned for the coming year. The costs of njnning the retail operth'on continue to rise, so retail income generation is onty possible thanks to the high volumes of good qualty, saleable items donated lo Sl Wilh"d's. The Trustees are exlremely grateful for the support St Wlfn"d's receNed through 2024125, an(1 ¢onts"nues to receive, from customers and donors in all local communities. ilst St Wilfrid's did not expand its retail woperty portfolio during 2024r25, a number of existing leases We renewed, and there wa5 Posrtive growih in key locats"ons, m05t notabty East Street. the flagship shop, where a wedding shopin-shop was opened. The e-commerce operation, essential to the retsil department, also thrived during 2024125. wsth investment in fvrther listing capacty. Key wi)cesses al the Terminus Road warehouse were improved. including improved stk holding. and the introduction of a new recycling service provider, and three leased retail vans were replaced by three new vans, purchased as assets lo help reduce costs. The retail department is comprised of approximately 60 staff (mosuy working part tsme). During 2024125 the new Head of Retail embedded further into the organisalion, and improved the retail team structure. Over 300 volunteers SUPF)Orted the retail operation during the course of the year. accounting for 45% of the total hours needed to operate the shops and distribution centre. This contn"bution was invaluable lo the successfijl operation of the retsil function. The Trustees are hugely grateful to all Sl Wlfnd's volunteers, inclui1ing those who volunteer their time in tall. On joining St Wilfrid's, bolh staff and volunteers complete an induction and ongoing training. This training covers ietsil grft aid. in order that St Wilfrid's coMplS with His Majesty's Revenue & Customs IHMRCI standards. Training on St With"d's mission and values is also provided lo volunteers in order that the ole retail team can represent Sl Wwrid's in the local community. Markoting and ¢ommuni¢ations The Marf(eting and CommunOn$ Team delNered a number of signthcant achievements during 2024125, including the launch ol successftjl Christmas and SLEmmer appeals in colk9ratiOn wlh the Fundraising 19
ST WILFRID'S HOSPICE (SOUTH COASTI LIMThED TRUSTEE'S REPORT {INCORPORATING THE STRATEGIC REPORT) FOR THE YEAR ENDED 31 MARCH 2025 Team. and production of contenl-packed seasonal newsletters in spring and autumn, portraying care in action, shaiing supporter stories, and explaining how the communty can get involved at Sl Vmlfrid's. During the year, the team built successfulfy on key social media ch8nneL8. A pipeline of case Studies was developed, supported by photo and video content to bLsild awareness of St Wilfrid's services. The so¢i81 media content has been focussed MO effe¢tNety on St Wilfr'S ca. including the'hospice myth busting, campaigns, which were receNed well by audiences who regard St wtfrid's as an expert, reassuring. honest voice in the commtsnTty on death and dying. The team continued lo strengthen ils organisatron-wide MIt, ¢)wning all inlemal and external communications for voluntary income generation (retail and fvndraisingi, clinical teams. and non-clinical teams such as HR. A market research pxoject was successfvlly delivered. offering tangible insights lo help strengthen dat&led decision making. Peoplè IEmployo0s and Voluntsors) During 2024r25 all key perlomiance indthtors for Sl I•n'S People team continued to irnprove. In particular, employee turnover and employee time lost to sickness absence were well contftslled and consislenl. This is due. in part. to the 2023 investment in the HR team. The business partnering model created as a result of that investment allowed for proactFve support lo be provided to line managers in all aa$. The We 8150 good results from the Employee Enga9emenl survey, the first carrie(l out since 2022. There was an excellent participation rale174% of all employees) and overall $8tisfaction was high. with a ore of 4.23 out of 5. Strong scores were given on questions around organisational purpose, values and job interest and salisfath'on. Feedback from the volunteer workforce MainS )$ve, ¥th 99°A of respondents to the 2024 volunteer annual survey stating they would recommend volunteellng at St Wilfrid's. In 2024 the first Wellbeing Strategy for St Wlfrid's was adopted. Co<reated with the Wellbeing Group- a mix of employee advocates from all areas of the organisation- this strategy sel out st Wilfrid's wellbeing promise to its people and provides a framework for delNering activthes and benefits across four key themes.. physical, mental. finan¢ial and sr)rial wellbw"ng. Wrth Marketing & Communications colleagues. the ho$Ce inlranel. The Hub. was $u¢¢essfvlly launched. The HR area was designed and content arranged to ensure there is one, authoritative and consistent place for employees to access infomiatKJn on pdi¢ies, rights and benefits, V•Ellbeing sOurces. and development. The Employee Forum continues to ensure that the'empknyee V0e. rs heard by the Senior Management Team. Some of the developments in which the Forum has had a hand by providing feedback and l or suggesting improvements are improved communications channels, increasing confidence in Speaking Up, understanding the progress of drafi Assisted Dying legislation. use of the catering function. managing hospice costs, and understanding maintenance needs. The HR team continues to manage training provision for all employees. For line managers training has been delivere(l on managing bereavement in the workplace. and the Thrive programme conb.nues to be used to support managers to develop their skills. Insights, a model for communication and development. has also been rolled out across the Retail Team during 2024r25. In 2024125 92% of employee annual mand*ory training was mete successfully. against a target of 80%. The annual mandatory training for all volunteers was also successfijl, with individuals given the Dplion Its complete thtr training through e-learning or via a handbook. 98.5% of hospice-based volunteers and 95% of retail-based volunteer3 completed the training. The Voluntary Services team intrOdd a new training course'managing Volunteers, for all line managers. The content wers best wa¢b"ce when managing volunteers, training on recrLtthent Iwls, and pertomiance 20
ST IIVILFRID'S HOSPICE ISOUTH COASTI LIMED
TRUSTEE'S REPORT {INCORPORATING THE STRA TEGIC REPORTI
FOR THE YEAR ENDED 31 MARCH 2025
anagement. This course enabled line managers to build confidence and give an improved experien¢e for
volunteers.
A new'Hospice Induction, for all new employees was launched in April 2024 wrth the aim of ensuring that
new people are safe. infomed and engaged lo start work. The feedback from line managers and employees
has been oveThthelmingly posrtNe.
Fee
ST WILFRID'S HOSPICE {SOUTH COAST) LIED TRUSTEE'S REPORT (INCORPORATING THE STRATEGIC REPORT) FOR THE YEAR ENDED 31 MARCH 202S As a whole, the volunteer workforce donated around 58.000 hours over 2024125, on average 1,120 hours per week, supporting all teams. The hours donated by rth"I volunteers equated to 47% of the overall hours worked in retsil during 2024125. In February 2025 St WINn"d's Volunteers were cekbrated by the presentation of the Chichester Cty Council Community Award for outstandiNJ ¢ontn"bution lo the city and ils widents. The Trustees express their heartfett thanks to all volunteers vtho supported St Wilfrid's during 2024125. Volunteers continue to generously offeT tIEir experbse. sknlls and b.me to support St wIrid,s through a variety of volunteer opportunities. FUTURE PLANS The Trustees remain fctussed on the delNery of all strategic objectives, but reduction of reliance on reserves to fund operational actNty is a notable priority. Several neighbouring charity hospices have implemented cuts to service provision during 2024r25. and the [speCt of having to make similar reductions remains an influenc1ng factor for 2025126. The strong reserves position at the Ènd of 2024r25 enabled the Board to approve a deficit budget for 2025126 to fund material growih in St Wlfrid's tall business. Three new shops, including a mega-store, are planned for the next two years, 5UPPOrted by investment in the ts11 infrastructure lo increase ils effiuency. These investments are planned to deliver retail in¢ome increases from 2026r2027. The Trustees also plan to pursue increased NHS income, from the current level of around 17% AhoUgh NHS funding nab"onally is undergoing radical ralionalisation, pae1patIOn in Ihe Sussex Hospice Alliance is supporting slrenglhened negotiating p(Mer wilh the local Inlegraled Care Board, leading to improved access lo existing NHS funds, dedicated lo supporting palliative and end of lrfe care patients cutrenlly in other settings. Through the Alliance, St Wilfn'd's is able to demonstrate more effeclwely its potential for contribution lo the govefnmenfs natKJnal heamh Care agenda and strategic objectives, and as a consequence. is able lo claim additional income. Continuation and expansion of this approach is planned for 2025126 and beyond. Options for expansion of St Witlrid's services rnto other clinical pathway5 are also in development for fvture implementation. Two n-¢ancer specialist nurse posts have been made pemianenl for 2025126 after a two- year pilot. Again, demonstration of St Wilfrid's capacty and capabilrty to support delivery of local and national NHS objective5 is expected to attract opportunities for increased stale fiJndir¢g for revenue costs. None of these adctilional income streams are guaranteed, ho*tver. and during the first quarters of 2025126 the Trustees will consider conts"ngency plans for implementation in the event that il becomes clear that slate revenue funding WTII not increase. The Trustees will also draw up plans during 2025126 for experKlilure of a signfficanl slate caprtal grant announced at the end of 2024. Options for use of the sum {expected to be around £400,000), which must bg spent during 2025126 are under consideration. The Trustees 11 continue to monitor debate conceming the imenntn of ane<l Assisted Dying legislation. The role that hospices like Sl WIKrid's could or shoukl play in delwery of Assisted Dying service8 13 currently unclear, bul engagemerrt in n8b.onal and Ioc81 discussions will be maintained to allow the Trustees lo rnake decisions, informed by the views of St Wlfrid's slakeholders, at the approprlate lime. 22
ST WILFRID'S HOSPICE IsoirrH COASn LIMITED TRUSTEE'S REPORT IINCORPORATING THE STRATEGIC REPORTI FOR THE YEAR ENDED 31 MARCH 2025 STRUCTURE. GOVERNAIICE AND MANAGEMENT Governing document St Willrid's was incorporated on 18th May 1981. It is ntrOlled by Tis Memorandum 8nd Articles of Association lamended 214 October 2009 and 27th September 20231. St Wlfnd's Is a company limited by guarantee, as defined by the Companies Act 2006. registe in England and Wales Icompany number 015621101 and a charity registered w?th the Chanty Commission of England and Wales (Charity number 2819631. Members. appointmenL and membern. liability The members of the charitable compary are ils directots and four named Founders. Every memter undertakes lo contritrth an amount not exceeding £1 in the event of the company being wound up while a memljer or Vithin one year of Cean9 to be a member. New members are approved by the Directors of the company. Organisational strudure and how decisions are made Sl Wlfrid's is govemed by the Board ofTrustees, whth met fonTral four times in 2024125, with the Senior Management Team (SMTI in attendance for the maiorrty of each meeting. The Board meetings are informed by the work ofthe rtve Committees. each of which has Ternis of Reference ralifie(I by the Board. The Trustees are responsible for the overarching strategic d1CtiOn of the Hospice wth the operational management and SUPPOTbng operational procedures delegated lo the Chief ExecLthe who leads the SMT. The SMT ppare$ an operational plan outlining key objectives to meet the strategy and portS to the Trustees quarterly on prre$S towards these objecb"ves. The Committees of the Board are.. Clinical Services Finance and Audit linduding Investments) Resources Governance & Effe¢lNeness (including SMT Remuner8b"on) Voluntary Income General The membership of the committees is supplemented by a small number of Commtttee Advisers. who bring specrfic skills and experb'se to St Witfrid's to complement those of the Trustees. There is a Scheme of Delegation and a Financial Scheme of Delegation in place which specify those decisions reserved lo the Board of Trustees. and Ihose delegated to individuals (for example the Chair I Committee Chairs l the Chief ExecutNe I the Director of Finance). The Board of Twslees also met ft)rmallY for development days, wlth the SMT. Mce. Remuneratlon of key management personnel The salafies of members of the Senior Management Team (SMT) are revthvecl by the Govem8nce and Effeetweness Committee. vA)ich makes reCommendatnS to the Board. The salary of the Medical Director is broadly in line wth Consultant pay scales operated In the NHS. As reported last year, members of the SMT are included in the pay structure used for all staff {excepl the me(lical team} The adwce of an extemal Pay and Revrard Consullant is sought as required to help avoid conflicts of interest regarding recommendions. This approach takes account of NHS pay ranges for the evaluated band, provides contributs'on-based pay steps wthin the band. and aims for the market median lif not achievabte now. then as a future ambrtionl_ 23
ST IMLFRID'S HOSPICE (SOUTH COAST) UED TRUSTEE'S REPORT IINCORPORATING THE STRATEGIC REPORTI FOR THE YEAR ENDED 31 MARCH 2025 Recrultment and appolntment of Trustees The Board identrfies Trustee vacancies based upon infomiation from the Truslee skills audit, comMee membership, and Trustee succession pL3nning. Recruitment to the Board of TrLtslees follows an agreed process of advertising and selection. Until the Annual General Meeting on 27 September 2023 when the Memorandum and Arbcles of Association were thanged, all Trustees appoirtted since 2009 served maximum of nine years. The amendment lo the Memorandum 8nd Articles of Assfxiation all(Aved Trustees to serve a lotsl of len years. Those already in post at that date have been offered a choice of retrment al the end of their ninth year on the Board, or al the erKJ of the len-year Feriod of trusteeship. One new Trustee was appointed during the year- Melanie Sawll was appointed on 27 November 2024. following the resignation of Adam Stone. Inductlon and training of Trustegs An agreed format for induction of new Trustees and co-opted Committee members is followed, including sessions with key members of staff across the organisalion so Trustees understand how Sl Wilfn'd's work$ and the context in which il operates. This is supported by a pack of Televant infomialion. ongoing inlemal and extemal training and. rf required. mentoring over the ffirst year by an established Trustee. The Chair of Trustees conducts an annual review with each Trustee and Commrttee Adviser. The outcome of these reviews infomis individual and collective training and development plans for the year ahead, and conlribules to periodic review5 of committee memberships. During 2024-25 Trustees attended a range of training courses and seminars and updates on revant subj.e$. including events organised by Hospice UK. As outlined above. the Trustee training and devebpment plan is updated annually, and a worij of training attended is maintsined. Group Structure Sl Withid's has one Whol owned subsidiary.. St WIlTrid's Hosptce Trading Limrted. a regIsted thnpany in England and Wales (registered company number 021051891. The company is principalty engaged in the deltvery of charity shop fvmilure and the ts11 sale of cards. gths and accessories. In June 2024. Sl Wiffrid's Hospice (South Coastl Prosects Limited. a wtholty owned subsidiary of Sl Wilfrid. was dissolved. There was no company ath.vity in 2024r25. Relationship5 With widor intsrests and related parti95 Throughout 2024r25 St Wiifrid's continued to engage wth the national and regional vK)rk of Hospice UK, a membership body for voluntary hospices. The support provided by Hospice UK indudes education and training, fomial and infomal netIrkIng. a resource library. benthmarking infomiation, and best praGtiGe guidance. Sl lfrI.$ also continued its commilmenl to close working vAth the other hospices semng people in Sussex. In Seplembef 2024 the Su$5ex Hospice Alliance (the Alliance'l was lomied by the signing of Memorandum of Understanding betren si wirn"d's Hospice in Chichester Sl Catherine's Hospice in Crthey St Michael's Hospice in Hastings Southem HospIS Group in Worthing arKI Brighton & Hove st Peter & St James, Hospice in Chailey St Wilfrid's Hospice in Ea5tboume 24
ST WILFRID'S HOSPICE (SOUTH COAST) UMITEO TRUSTEE'S REPORT (INCORPORATING THE STIiATEGIC REPORTI FOR THE YEAR ENDED 31 MARCH 2025 The Alliance subsequentty signed a Memorandum of Understanding with NHS Sussex and a nurrsber of other NHS provider organisab.ons to Create the Sussex Palliative and End of Life Care Partnership I'lhe Partnership'}. Through the Alliance, individual member hospi have agreed a colNe approach to negotiation wth NHS stakeholders, which is conducted through the partnership. This methodology has helped to ensure consistency acTOSS the separate organisalions which comprise the Alliance. Alliance activity during 2024125 was princÈpalty focussed in establishing the governance and foundatTons of both the Alliance i15elf. and the Parknership_ A pilot of a new inpatient pathway was undertaken during Q4 of 2024125, which contn"buted lo the development of a new funrfing regime for the maiortty of in-patients. implemented from 01 of 2025r26. The Alliance has longer temi ambrtrons to become a convenor of p811iatNe and end of lrfe Ca in Sussex, and the is a stepped plan for achievement ofthis objective. beginning th contribution to the conduct of a delailed $lralegic needs assessment for the Sussex pq)utsb"on, tr) be undertaken in conjunction wrth the Directors of Public Heahh. Sl Wilfrid's also had a formal arrangement in place for mst of 2024r25 with St Peter & St James. Hospi for the sharing of a Data Analyst post, but this arrangement ended during April 2025. Rlsk Management The SMT and each of the Board's Committees review the risks allc¢ate<l to them al every meeting, and provide feedback lo the Board conceming their management. In this manner, the Trustees maintain oversight of Me strategic and operth"on81 risks faced by Sl Wilfrr"d's. and can pursue assufance that the risks are being managed effectrvely. During the year. Sl lfrid,$ reviewed the allocation of risk oversight across the committees to ensure that risk management remained resp(Ne and effective. During 2024125, the pri1PaI strategiG risks (scored 12 or atove after control Measu$) were judged lo be.. Strdtegic Risks Mittgation Risk of failure to ddiver all l any stralegic objecbves due to insulficient res(wrcing of key support funth.ons • Overwght of objective delivery through use of the scorecard and updates to Senior anagement Team ISMTI and relevant committees Monthty financial perfomiance review and forecast process, allowng lime for mitigating C05t saving actiondeVelopment ol new income Streams to be tsken. Quartedy review by the Voluntary Income Generation VIG Cornmittee. Regular monrtoring of income Dedication of resource to pursue application$ for All Age Conb"nuing Care {A4CCI fvnding Engagement with Integrated ca Board IICB} re.. grant Parb'CipatJn in Sussex Hosp$ Alliance and Pathership the ICB • Idenlffication and development of polential NHS-income generating services Risk of failu lo deliver all l any of the strategic objectives as a resum of exiemal inftuences affecting fundraising abilty negatively Risk of failure to deliver all l any strategic objectives as a result of insufficient funding from the NHS Risk of failure lo deliver all l any strategic objective as a $It of failure to secure retsil Iome necessary to fund budget • Monthty financial performance review and forecast process, allowing lime for mitigating cost saviwincome generation actions to be taken. Quart rewew VIG Committee 25
ST IMLFRID'S HOSPICE (SOUTH COAST) LIMITED TRUSTEE'S REPORT (INCORPORATING THE STRATEGIC REPORT) FOR THE YEAR ENDED 31 MARCH 2025 FINANCIAL REVIEW OVERALL As previously reported. St Wilfrid's is operating in a drfficult financial enwronment foi hospices. Increased costs and limited govemment resources have SUMed in dits and re51rucbJring in many hospices. In this environment. the Trustees set an overall deficit budget Costs were kept under strict ¢ntrol and athough they again InaSed from 2024125, they were kept below budget. Key infom7ation for the group is summarised in the tsble below.- 2024-25 2023-24 TOTAL Income TOTAL Ex endfture Nat surplus for the year before investh)ent ainsl lossgs Realised & unrealised gainslllgsses} on investments & ro Net movgrnent in funds 10,375,189 9,996,675 378.514 8,391,633 9.334,224 1942.591) 1,614 15181 380 128 Balance Sheet Restri¢ted Funds Funds re resented b Fixed Assets Other Desi nated Funds Total Desi nated Funds General Funds Total Fund¥ 13.655.198 415,450 14.070 648 8,961,047 23 066 481 13 788,426 475,000 14 263.426 8,393.885 22 686 353 INCOME Overall, St Wilfrid's income increased fr7 £8.4m to neaty £10.4m (an increase of just under £2 mlllionl. There was a siqnificanl rise in legacy income, wth a total for the year of £3.48m12024'. £1.92ml. £1.56m 181%) more than in 2024. Although legacy income was signfficanlty better than in the preVS year, the Trustees continue lo recognise that legacy income can be volatile. as reflected in the Reserves Polw (see Reserves on followng pa9es). The Trustees regularty monitored the number and value of gatIeS r1Ved throughout 2024125 and continue lo do so. Overall. donations inc¥eased by £305k during 2024125. for a number of reasons. St Wikfrid's CeiVed a grant of £143k from the Department of Hearth and Social Care tovrafds capital costs. Dtx)alions and committed giving increased by £60k from last year, Trust irwme increased £82k. and Gfft Aid recovered increased by £23k, bul Fundraising inwme stsyed stable at £415k. Charitable Athities income increased by £122k due to increases in NHS {8%} ftjnding, as a fesutt of participation in a hosprtal discharge project, and of increased adivrty in the community. Other Trading Activities income increased by £9k {0.3%1. Retail sales not change materially from the previous year. decreasing by £2k. Investment income decrease(I by £19k19%) from E216k lo £197k. Sl Wilfrid's is CurntlY holding most csf its serves 85 cash until the Trustees believe it is the correct lime lo purchase inveslmenls. As interest rale$ started lo decrease, St Wiwrid's income also slightly decreased. 26
ST WILFRID'S HOSPICE (SOUTH COASD LIMED TRUSTEE'S REPORT IINCORPOFIA TING THE STRATEGIC REPORT} FOR THE YEAR ENDED 31 MARCH 2025 EXPENDITURE Overall expenditure increased by just over £662k17%1. The single most significant rise was in (yjsts reled lo employee pay. whKh ireaSed by £713k111%1. St Ifrid's increased employee pay scales in April 2024 to ensure that rt mel the new National Minimum Wage and, in October 2025 to recognise the value of its employees and lo remain attracts've as an employer. Non-salaried costs were well managed arKI reduced by £51k1£1.8%1. SUMMARY The surplus for the year before investment gains and K)sses was £378.51412023'. £942,591 defirAtI. Ouring the year St Witfrid's made an unrealised gain on investrnents of £1,614 (2022123- £519 loss). Overall. there was an increase in investments value of £1.614. As mentioned in previous rep¢vls, St r1d'S doe5 not rerr¥e suffiaent ongoing NHS funding to support the needs of the organisation on an annual basts_ The Tiuslee5 have again reluciantty agreed a dUCed deficit budget for 2025126 of £1 9m. This is only possible in the short term because of the impact of a few years of healthy surplus. Sl WIWrid's is working lo bring the annu81 revenue budget deficrt to zero. The commitment to reduung the deficit is underpinned by the introduction of a strategic objective for 2024- 2027.. reducing reliance on reserves to fund operational activity. RESERVES The Trustees review the Reserves Policy annually and have updated its provisions in light of St Wilfrid's current circumstsnces, with parb"cular reference to the ecorMiC situation. Total reserves at 31 March 2025 were £23.086m {2023'. £22.686ml. Deslgnatsd funds - £14.07m Fixed Asset Fund New Hospic• £13.30m 12024: £13.62ml At 31 March 2025, the Hospice land and buildings had a net bcok value of £13.30m. In line with the Reserves Policy, the Trustees have destgnated these fvnds. Flxed Asset Fund Other Assèts £0.354m {2024= £0.17ml Al 31 March 2025 the other fixed a55ets had a net book value of £354k. In line wrth the Resefves Policy. the Trustees have designated these fijnds. Capital Malntenance Fund £100k {2024: £200kl In Juty 2019 St Wiifrid's moved into a new purpose-built Hospi building. The Trustees aye aware that they need maintsin a designated fund to cover larger capital maintenance costs. Moonlight Walk Match Pot £50,000 The Trustees agreed to set up a new designated fvnd called Mwnlighl Walk Match Pot. This fund holds funds TeNe(l in 2024125 but which will be released in lo reserve5 in 25126 to match the funds raised during the Moonligm Walk_ Project lunds £265,450 The Trustees agreed lo hold de$ignated fvnds tolaling £265k for the following projects, due for implementslion over the course of the next strategy period12024125- 2026127).. E. D & I Project £5.000 to enable implementation of specffic Equalty, Diversity, and Indusion objectives. 27
ST WILFRID'S HOSPICE (SOUTH COASTI LIMITED TRUSTEE'S REPORT (INCORPORATING THE STRATEGIC REPORT) FOR THE YEAR ENDED 31 MARCH 2025 Data Infomiation Proiecl £50.000 to enable improvement and belier alignment tsf digilal systems across the Sussex Hospices lo provide efficiencies in delivery. improvements in the quality of care. and improve reporting on outcome measures. Sussex Hospices lianCe Project £50,000 to contribute to the ovefall alliance project. IT Projects £87.450 to enable specific IT projects vA)ich have been identified and agreed to upgrade systems and improve the dvjitalisalion of the Charty. Education building Proie¢t £30.000 To facilrtate the Education move lo the hospice and upgrade and maintain the Education building Green audits and reports £13,000 To ensu that the Chanty can meet ils ESOS requirements and can complete a further green audit if require(l. Retall Strategy £30.000 For legal and professional advice on the acquisition of new shop premises to meet the Retsil Strategy. Unrestsicte(l General Funds Sl Wilfrid's Reserves Policy provides for an 8ePtsbIe level of general nstricted funds lo ensure the charity's l¢ng-lerTn financFal viabilty. St Wilfrid's is largety reliant on voluntary iome and these reserves are held lo meet any shorttall bets¥een anticipaled inffle and dgeted expenditure, plus any unforeseen expenditure, over a period of two yeafs. Part of these reserves. the Operational Reserve. was increased from £870k to £950k in 2024r25. The Operational Reserve is to meet short-tefm working caprtal reqU1Ments, in line wlh the Reserves Policy. The level of free reserves. including OFwational Reserve. was £8.961m 3131 March 202512023.. £8.394ml. During the year the Trustees reviewed the areas of risk relating to income and expenditure and calculated new target level for free reserves as an Operatsonal Reserve of £950k. plus a finarrial sustainability reserve of £5.245m, lotaling £6.195m. The Trustees recognise that the level of reserves al the year-end is £2.77m above the target level reqUId by the Policy. The Trustees consider this is reasonable in the light of a deficit budget for 2025126, the current budgetary foreea$ls for ftrture years, and the general economic OLrtlook. In reaching this wew, the Trustees also note the Significant reliance of St Wlfrid's charitable benefiaaries on the palliatsve and end of life care services providefj by the hospice. Reduction of this vital support would cause deth'ment to the community, at odds wlh Sl Wilfn"d's values and ils charitable objects. Restricted Funds At 31 March 2025, the Charity held £35k of funds restrthd by donors for specific purposes. Further detail is given in note 21a to the accounts. 28
ST WILFRID'S HOSPICE (SOUTH COASTI LIMITED TRUSTEES, REPOR T IINCORPORATING THE sTrATEG REPORT) FOR THE YEAR ENDED 31 MARCH 2025 INVESTMENTS The revaluation of investments as al 31 March 2025 resulled in an unrealised gain of £1.614. At 31 March 2025 investments were valued al £3,958 compared to £2.345 al March 2024. The remaining investments were monitored by Ihe Finan 8 AlIt Commtttee during the year. GOING CONCERN Man8gement accounts arKI ShIloW forecasts are produced and reviewed by the Trustees regularty. These include different scenarios which model a number of tx)ssible finanaal situation5. wilh options for future cost reduction5 and finanang. Having reviewed these ftsre(xsts. Ihe Trustees Consler that there are no material uncertainties in St Wlwrid's abilty to continue as a g(Mng c(¥Kern. TRUSTEES, RESPONSIBILITIES The Trustees {who are also directors of Sl Wlfrid's HOspe (South Coastl Limited for the purposes of company lawl are responsible for preparir the Trustees. Report and Ihe financial statements in accordanc wlh applicable law and United Kingdom Accounltng StaThJards (Unrted Kingdom Generally Accepted AuntIng Practice). Company law requires the Board of Trustees to prepa¥e financial statements for each finanal year, which give a true and fair view of Ihe state of affairs of the tharitable company and the group and of the incoming resources and application of resources. iiduding the in(x)rre and expenditure, of the charitable company and group for that period. In preparing the financial statements. the Boa of Trustees required to-. - select suitable accounting po[leS and then appty them consistently.. observe the meth¢xls and principles in Ihe Charilies Statemenl of Recommended Pract£ ISORPI, make judgements and estimates that are reasonable and prudeN,' state wheiher UK Accounting Standards have been folkye£l. suty'ect to any materi81 deparreS disdosed and explained in the financial statements.. prepare the financ¢al statements on the g¢yng concem basts unless il is inappropriate to preSUn that the company vrill cntUe business. The Board of Trustees is responsible for keeping proper 8ccountiro cords, which disclose, with reasonablè accuracy at any lime, the financial position of the Gharitable company and enable il lo ensure that the financial staterTient8 mplY with the Companies Act 2C(fi. It is also responsible loi safeguarding the asseis of the Charitab company and the group and h8rKe for taking reasonable steps lor the prevent#)n and detection of fraud and other irTegularities. In so far as the Board of Trustees is aware.. the is no rele¥8nt audsi information 01wh tharilable company's auditor is unaware; and the Board of Trustees has taken all sleps that they ought to have taken lo make themselves aware of any relevant audit inforMaln and to e$tabli$h Ih8t the auditor is aware of that inlomatK)n. This report, which incorporates the SITategic Report, was approved by the Trvstees 10th September 2025 8nd signed on behalf ofthe 3rd by". r J Clayton Chair of Tnjs Mr J J Martyn Treo¥urer
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ST VIILFRID'S HOSPICE (SOUTH COAST> LIED INDEPENDENT AUDITOR'S REPORT FOR THE YEAR ENDEO 31 MARCH 2025 Opinlon We have audited the ffinancial statements of St Wilh"d's Hospice (South Coastl Limited I'the charitable company'l and ils subsidiary I'the group'l fof the year ended 31 March 2025 which comprise the Consolidated Statement of Financial Aclivilies, Group Balance Sheet, Charity Balance Sheet, Consolidateil Stslemenl of Cash Flows and notes to the financial statements. induding signrficant accounting policies. The financial reporb.ng frameworft that has been applied in their preparation is applieable law and United Kingdtsm Accounting Standards, including Finan¢ial Repx)rting Standard 102 'The FinancAal Reporting Standard applicable in the UK and Republic of Iteland. IUnrte(l Kingdom Generally Accepted Accounting Practice). In our opinion the financial ststements". give a true and fair view of the state of the group's and the charitable company's affairs as at 31 March 2025 and of the group's income and expendituie. for the year then ended.. have been property prepared in acc<¥dance WTth United lthngdom Generalty Accepted Accounting Prath'ce,. and have been prepared in accordan wilti the requirements of the Companies Act 2006. Ba$1$ for opinion We conducted our audrt in accordance with Inlemalional Standards on Audi(Ing IUKI IISAS IUK}l and applicable law. Our responsibilrties under those standards are furthef described in the Auditor's responsibilities for the audf( of the financial statements seGb"on of our report. We are independent of the group in accordance wth the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC'S EthÈcal Standard. and we have fulfilled our other ethical responsibilities in accordance these requirements. We believe that the audit evidence VIP have obtained is sufficient and appropriate to provide a ba515 for our opinion. Conclu$lons relating to going wncem In audtting the financial statements, we have concluded that the Trustees. use of the going concem basis of accounting in the preparation of the financial statements is approwate. 8ased on the work we have perfomied, we have nol identified any material uncertainties relating to events or conditions that, individually or collechvety, may cast significant doubl on the charitable company's or the group's ability to continue as a going concem for a period of at least twelve months from en the financial stslements are authorised for issue. Our responsibilities and the responsits"lrties of the Trustees with SpeCt to 90ing concern are described in the levant sections of this report. Othor information The Trustees are $($S1ble for the other infomiation contsined Trmthin the annsjal report. The other information comprises the infomwb.on included in the annual report, other than the financial statements and our auditols report Ihereon. Our opinion on the financial statements does not cover the other information and. except to the extent otherwise ex1uY ststed in our report. VR do rt express any fomi ot assurance eonelusion Ihereon. Our responsibility is to read the other information and, in doing so. consider whèthèr the other information is materially inconsistent with the finanual statements, or our kn¢1ge obtained in the audit or otherwise appears lo be materialty misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine Vthether this gives risè to a material misststement in the financial statements themseeS. If, based on the work we have performed. we conclude that there is a material mi8Statement of this other irrfom1an. W are wu1 lo port that fact. We have nothing to report in this regard. Oplnions on other matters prescribed by the Companles Act 2006 In our opinion baset1 on the VKJrk undertaken in the course of our audiL' the infonnation gtven in the Tnjslees. report. vthich includes the Dirtlors. report and the Strategic report prepared lor the purposes of company law, for the financial year for which the financial slalemenls are prepared 1$ consistent wth the financial sLements: and 31
ST IMLFRID'S HOSPICE (SOUTH COAST) UMITED INDEPENDENT AUDITOR'S REPORT FOR THE YEAR ENDED 31 MARCH 2025 the Strategic report and the Directors, report induded thIn the Trustees, rert have been prepared in accordance with applicable legal requirements. Matters on which requirnd to by exception In light of the knedge and understsnding of the group and charit8ble company and their enwronment obtained in the course of the audit, have not identified material misstatements in the Strategic report or the Directots. report included wthin the Trustees. pOrt. We have nothing to report in respect of the follwng matters in relation to lich the Companie$ Act 2006 requi$ us to report to you rf, in OUT opinion.. adequate and proper accounting records have not been kept.. ( the financial slalements are not in agreement wth the a¢cwnting recDrd$ and retums., or certain disclosures of Trustees. MUneratIon speafied by law are not made,. or we have not receNed 811 the information and explanations requi for our audit. Rosponsibilities of Trust$ As exp18ined more fully in the Tru5tees' responsibilities statement set OLrt on page 29 the Trustees (who are also the directors of the charrtable company for the purposes of company lawl are responsible for the pparatIOn of the financial statements and for being satisfied that they give a true and fair view, and for such inlemal control as the Trustees detemine is necessary to enable the prepaTrlion of financial slalemenls that are free from material misstatemenl. vthelher due to fraud or error. In preparing the financial slatemenls, the Tnjstees are responsible for assessing the charitable MpanY'S abilty lo continue as a going concem, disckjsing, as applicable. matter5 related to going concem and using the going Concem basis of accountir¥J unless the trustees either intend to liquidate the charitable company or lo cease operations, or have no realisbc ahematNe but to do so. Auditorfs responsibilities for th• audit of the financial statsmants Our objeciives are to obtain reasonable assurance about vthether the financial statements as a whole are free from material misstatement, wheiher due lo fraud or error. and to issue an auditorfs report that include our opinion. Reasonable assurance is a high level of assurance, t1 is not a guarantee that an audit conducted in accordance wlh ISAS IUKI wll afvoys delecl a material misststement when f( exists. Misstatements can arise from fraud or error ats consered material if. indTvidually or in the a9gregale, they could reasonably be exFeCted to inftuence the economic decisions of users taken on the basis of these financial slatemenls. Detsils of the extent to vknich the audrt was considered Capab of detecting irregularitses, including fraud and non-compliance with laws and regulatK)ns are set OLrt beFow. A further description of our responsibilities for the audFt of the finanaal statements is located on the Financial Reporting Council's website aL www.frc.o .uklauditorsre es. This description fomis part of our audrtols report. Extent to whlch the audit vrds consldered ¢ap•bl• of detecting irregularrties, including fraud Irregularities, including fraud, a instance$ of non-compliance wth laws and re9ulations. We identified and assessed the risks of material misslatemenl of the financsal statements from irregularities, vthether due to fraud or error, and discussed these befvn our audrt team members. We then designed and performed audit procedu$ responswe to those risks. induding olAaining audit ewdertce SLrffioent and appropriate lo provide a basis for oui opinwjn. We obtained an underslanding of the kgal and regulatory framvIrkS within which the charrtable company and group operates, focusing on those laws and regulations that have a direct effect on the determination of material amounts and disclosures the finanrjal stslements. The laws and regulations we considered in this context were the Companies Act 2006. the Charities Act 2011 together wlh the Charities SORP IFRS 1021. We assessed the reqUId ¢omplsance with these laws and regulatK)ns as part of our audit procedures on the rdaled financial statement items. 32
ST WILFRID'S HOSPICE (SOUTH COAST) LIMITED INDEPENDENT AUDITOR'S REPORT FOR THE YEAR ENDED 31 MARCH 2025
In addition, we considered provisions of other laws and regulations that do not have a direct effect on the financial statements but compliance with which might be fundamental to the charitable company's and the group's ability to operate or to avoid a material penalty. We also considered the opportunities and incentives that may exist within the charitable company and the group for fraud. The laws and regulations we considered in this context were the CQC Regulations and General Data Protection Regulations.
Auditing standards limit the required audit procedures to identify non-compliance with these laws and regulations to enquiry of the Trustees and other management and inspection of regulatory and legal correspondence, if any.
We identified the greatest risk of material impact on the financial statements from irregularities, including fraud, to be with the completeness and accuracy of income (specifically Non-NHS grant income and legacy income) and the override of controls by management. Our audit procedures to respond to these risks included enquiries of management, and the Finance Committee about their own identification and assessment of the risks of irregularities, designing audit procedures over income streams noted above, sample testing on the posting of journals, reviewing accounting estimates for biases, reviewing regulatory correspondence with the Charity Commission and reading minutes of meetings of those charged with governance.
Owing to the inherent limitations of an audit, there is an unavoidable risk that we may not have detected some material misstatements in the financial statements, even though we have properly planned and performed our audit in accordance with auditing standards. For example, the further removed non compliance with laws and regulations (irregularities) is from the events and transactions reflected in the financial statements, the less likely the inherently limited procedures required by auditing standards would identify it. In addition, as with any audit, there remained a higher risk of non-detection of irregularities, as these may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal controls. We are not responsible for preventing non-compliance and cannot be expected to detect non compliance with all laws and regulations.
Use of our report
This report is made solely to the charitable company's members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the charitable company's members those matters we are required to state to them in an auditor's report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charitable company and the charitable company's members as a body for our audit work, for this report, or for the opinions we have formed.
Guy Biggin Senior Statutory Auditor For and on behalf of Crowe U.K. LLP Statutory Auditor Fourth Floor St James House St James Square Cheltenham GL50 3PR
Date: 22 September 2025
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STWILFRID'S HOSPICE (SOUTH COAST) UMITED CONSOLIDATED STATEMENT OF FINANCIAL ACTMTES lin¢orporaling income and expenditure account) FOR THE YEAR ENDED 31 MARCH 2025 Unr¢stri¢ted Restrletsd fvnds funds Totsl 2025 Total 2024 Note INCOME FROM: Donatlons and L¢gacles Donations Legacie3 1.518.389 3.484,517 285,268 1.803,657 3.484,517 1,498.011 1,919,280 S,IX12,906 285.268 5,288,174 3,417.291 Charitable Actlvltles Other Tradlng A¢tivrties Investments 1,830.745 3,0.936 197,459 1,830,745 3,058.811 197.459 1.708,270 3,049,814 216.258 1.875 Total Incom• 10,1)88.046 287.143 10,375.189 8,391,633 EXPENDITURE ON.. Ralslng Funds 7.8&9 3,518.937 2.802 3,521.739 3.165,048 Charltable Actlvlti Inpatient Unit Community SeThi¢es Living Well Setvices Education and Training 7.8&9 7,8&9 7.8&9 7,8&9 3.696,410 2.234,673 256,692 191.056 32,003 48.661 15,440 3.728.413 2.283.334 272,132 191.056 3.548,848 2,171,763 239,336 209.288 Total Costs of Charitable Activities 6,378.831 96.104 6,474.935 6,169.175 Total ExnUre 9,897,768 98.906 9,996.674 9.334.223 N61 incorne I lexpendiiure) from operational ath'vilies for the year Nel gains I Ilossesl on investments 1),276 1,613 188.237 378,575 1,613 15 1942.5901 15191 NET INCOME I IEXPENDITUREI 191.891 188,237 380.128 {943.109) Transfers between funds 21 182.493 If 82,4931 NET MOVEMENT IN FUNDS 374,384 5.744 380,128 1943.1091 RECONCILIATION OF FUNDS Total fijnds brought foM8rd 21 22.657.311 29.042 22,886,353 23.629,4e2 TOTAL FUNDS CARRIED FORWARD 21 23,031,695 34,786 23,066,481 22.686,353 The statement of finanaal altieS inclttde5 all gains and105ses in the year. AJI and expgnditufe derived from continuing activities. The noles on pages 38 to 57 fomi part of Il*se financial stateThwrts. 35
ST IMLFRID'S HOSPICE (SOUTH COAST) UMrrED BALANCE SHEETS AS AT 31 MARCH 202S Company number: 01562110 Group Charoty 2025 2024 202S 2024 Fixed Assets Tangible fixed assets Investments 14 15 13.655.198 13.788.426 13,655,198 3.960 13,788,426 2,347 13,659.156 13,7,771 13.659,158 13,790,773 Current Aets Stock Debtors Cash at bank and in hand 17 18 2.375 3.513,792 6,745,462 1.021 3.142,384 6.595,407 3,513.792 6,693,721 3,142.384 6,539,290 10.261.629 9,738.812 10.207,513 9,681,674 Llabllltles Creditors.. Amounts falling due within one year 19 (854.3041 1843.230) {853,3721 1841.536} Net Current Assets 9,407,325 8.895,582 9,354.141 8,840.138 Total Net Assets 23,066.481 22.686,353 23,013.299 22.630,911 The funds of the Charlty: 21 Rèstrteted Income funds 34.786 29,042 34,786 29,042 Deslgnated funds Capital Maintenance Fund Moonlight Walk Match Pol Project Fund5 Fixed Asset Fund- New Hospice Fixed Asset Fund- OlherAssets 100.0 1CKI,000 100.000 50.000 265,450 13.301,132 354.C66 100.000 50.000 325,000 13,615,311 173,115 265.450 13.301.132 354.1x6 325.0 13.615.311 173,115 14,070,648 14.263,426 14,070.648 q4,263.426 Operational resèNe Share Capital General fund 950.0 870.0} 950,CqK) 870,000 8.011.047 7.523.885 7,957.865 7,468.443 Total unrestrfcted funds 23,031.695 22.657.311 22.978,513 22,601,B69 TOTAL FUNOS 23.066,481 22,686,353 23,013,299 22,630,911 A separate Stslement of Financial Adivibes and Income and EYpenditU Account for the Chanty has not been Pfesented because the charity has taken advantage of the exemption afforded by section 408 of the Companies Act 2006. st WWrid's Hospice Isouth Coast) Limrted made a Surplus for the year of £382.388 12024. Deficit £957, 1441. The financial statements were apwoved and aulhorised for issue by the Board of Trustees on 10 September 2025 and were signed on ils behaff by: Mr Clayton (Cha rary Treasurer) The notes on pages 38 to 57 form part of these financial statements. 36
ST WILFRID'S HOSPICE (SOUTH COAST) LIMITED CONSOLIDATED STATEMENT OF CASH FLOWS FOR THE YEAR ENDED 31 MARCH 2025 Group 2025 2024 CaShfi0 Irtyn operating a¢tivitie8: Ngt cash provlded by I (us in) operntlng activities 23 201.866 11,346.784} Cash flo¥ Irom investSng aetivities: DNidends. interest and rent from investments Purchase of propety, plant and equipment 197.459 1249,2701 216,258 179.3321 Net cash (usèd Inl I provlded by investing actlvities 151,8111 136,926 Change in cash and ¢a$h equivalents In the year 150,055 11,209,858) Cash and c85h equ*valents at the beginning of the year 24 6.595,407 7,805,265 Change in cash arHI cash equivalents 150,055 (1.209,8581 Cash and c•sh equlvalents at the end of the y•ar 24 6,745.462 6,595.407 37
ST WILFRID'S HOSPICE (SOUTH COAST) LIMtrED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 ACCOUNTING POUCIES Sl Wiifrid's Hospice (South Coastl Limrted is a private company limrted by guarantee. reglstered in England and Wales with registration number 01562110, and a regislered charity, number 281963. The registered address of this entity and it5 subsidiaries r$ noted on the cMpanY inf0Mb"O page. The principal accounting policies adopted, judgements arKI key source$ of estimation and uncertainty in the preparation of the financial stslements are as follows.. - Basis of prnparation The financFal statements have been prepared in accordan¢e Accounting and Reporting by Chartiies". Statement of Recommended Practice applicable to chariiies preparing their accounts in accordance with the Financial Reporbng Stsndard applicable in the UK and Republic of Ireland IFRS1021. the Statement of Recommended Practice for Charities ISORP 2015) ISec(Md Edition, effective 1 January 20191, Chanties Act 2011 and the Companies Act 2006. The Hospice meets the definitK of a publ entty under FRS 102. Assets and liabilities a initially recognised at historical cost or transaction value unless otherwse stsled in the relevant accounting pOIY notels). The Charity has also tsken a(Ivantsge of the exemption available to a qualifying entity in FRS 102 from the requirement to present a charity onty cash fk)w statement and certain disdosures about the charity's financial instruments. b) Going Concern The Board note the cUrnt busine$$ dimale for hospices vthh many f)per8b"ng wrth deficit budgets and increasing costs. Given the strength of the balance sheet, induding the level of cash held, the members of the Board lieVe that, lIe uncertainty exists, this does not pose a material uncertainty that would cast doubl on the group's ability to conb'nue as a going concern. The Board, therefore, ¢on$ider tt appropriate for the accounts lo be prepared on a going concem ba513. Group Flnanclal Ststsm•nts The financial stslements consolidate the results of the charity and ts wholly owned subsidiary Sl Wilfrid's Hospice Trading Limited on a line-by-line basis. Further details are provided in note 16. d) Fund Accounting The general fund comprises the accJJmulated $urpluse$ of the unrestn.cted Irome over expenditure. whtch a available for use in furtherance of the general ObltiveS of the Charity at the discretion of the Trustees. Reslri¢te<l funds aTe fvnds 5ubje¢t to specffic conditions imposed by donors. The purpose and use of the restricted funds are sel oui in the notes lo the accounts. Amounts unspent at the year-end are carried fOard in the balance sheet To the extent that restricted funds are experKled on capital items a transfer is made ktween unreslrtcterS and tn"¢te[1 reserves. Designated funds are unrestricted fi5nds eam)arke(I by the Trustees for spending on specific items as set out in note 21. Income All income is included on the Statement of Finanual ActNrties when the charity is legally entrtled to income. receipt is probable. and the amunt can be quanlified with reasonable accuracy. Income is Tecognised on a receivable basis. Prw3N)n is made for tax recoverable on income dullng the period. 38
ST WILFRID'S HOSPICE {SOUTH COAST) LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 ACCOUNTING POUCIES Icontlnuedl Income lcontinugd) Income from donations and legacies are receNed by way of grants. donations, trusts and legacies and is included in lull in the Statement of Financial ACtFb.e5 when receivable. Income from gift aid tsx feclaims is recogniseo for all Ilonations made prK)r to the year end, Whe valid gift aid declarations a held. Recognition of legacy income is dependent on the type of *acy, wih pecuniary legacies ognised when notffication is received afier grant of probate, and Siduary legacies re¢ognised when amounts are distributed or when the legacy is measurable e.g. on probate, estate accounts or confirmation from solicitors (whichever is first and deemed to be reliable). Reversionary legacies are nol Tecognised during the lifetime of the Original beneficiary under the wll. The charity operates a cut-off period being a practical mechanism to allow preparakn.on of the accounts. Should a notification be received before the year end l)ul not be quantsfiable months after the year end then the income. when measurable and receipt is probable. will be recognised in the following peTl¢XI. Other trading actsvities are goods donated for sale through the ¢hanty'5 shop$. Gift5 receNed in kind for resale are recognised when the grft i8 sord using the sales value. Donated services or facilrties are included in the Statement of Financial Activiks where the benefit to the charity reasonably qUanlrfiab and measurabFe. Expenditurè Expenditure is re¢ognised once the is a legal or ¢onstructi¥e obligation to make a payment to a third paty, it is probable that settlement wll be required and the amount of the obligation can be measured reliably. Al expenditu is anted for on an accrual's basis un(ler the following headings.. Costs of raising funds comprises fiJndrdising cosis and retail costs. Costs of fundraisin9 activrties irolude the ¢osts incuired in seeking donation5, grants and legacies. Retail costs include shop cos15. Al costs include their associated support costs. EXpendttU on Charitable Activities indudes the costs of providin9 specialist palliative care and support, community services. Living Well servIs and educal>onal activities undertaken lo further the PUrFSe$ of the charity and their associated support costs. SupkK)rt Costs are allocate<l lo each of the actm.lies using the folloMThJ bases." loor space, staff time and staff cost depending on the nature of Ihe SUPF)Ort Costs, to best allocate the costs lo each attributable heading. More detail is given in note 9 to the financial ststements. Govemance costs are included wlhin support costs and include strategic planning costs and costs of complying wth slalulory requirements e.g. board meetings and audit fees. Voluntoers The value of the services provided by volunteers is not included in the Statement of Financial Activities. bul further detsd of their contribution is included 1n the Trustees, Re[rt in a¢cordance th the SORP. gl 39
ST IvfLFRID'S HOSPICE (SOUTH COAST) LIMED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AIARCH 2025 ACCOUNTING POUCIES {continwd) Fixod Assets All tangible assets purchased that have an expected u8eftJl economic lrfe that exceeds one year are capilalised and Classffied as fixed asse15, ho¥bEver Ihere is a capitalisation threshold of £2,500 for all categories other than lease costs. DePla"0 is charged in full in the year of purchase. Tangible fixed assets are staled at historical co$1 less depreciation. Depreciation is provided on all tangible fixed assets other Ihan freeholdlond, at rates to Ilte e¥h asset down to rts estimated residual value over its expected useftjl lrfe. as fdknws: h) Freehold buildings Short leasehold Medical equipment Fixtures and fittings Motor vehides Office and compLrtef equipment - 0.66%- 2.5% straight line - in accordan with the lease 20% $lraighl line - 4%- 20% straight line 25% straight line - 2- 33% straight line Investments The majority of investn7ents are a forni of bas finanrial instrumenl and are inib.ally recognised al their transaction value and subsequently measure<l al their fair value as at the balance sheet dale sing the closing quoted market price. except for tt)e shares in the subsidiaries which are carried at cost. The Slalement of Finaneial Adivit*s includes the net gains ar losses arising on the revaluation and disposals throughout the year. Afl gains and losses are taken lo the Statemenl of Financyal Actiwties as they arise. Realised gains and105ses on InvestnIS are calculated as the differ between the sales proceed5 and their opening carrying value or their purchase value rf acquired subsequent lo the first day of the financial year. Unrealise(I gain5 and k)sses are cakulated as the difference befven the fair value al the year end and their carrying value. Realised and unrealised inveslment gaifi$ and losses are combined in the Stslement of Financial ActiVes. Stock Stocks are valued at the lower of cost and nel realisable value. Donated items of stock for resale or distribution are not included in the financial statements until they are sold or distributed because the Trustees consider rt impractical to be able to assess the amount of donated stocks as there are no systems in place whieh record these items until they a sohl and untlertaking a stk tske would incur undue cost for the tharity which far outsveigh the knèfits. k) Debtors Trade and other debtors a recognised at the settlement amount due after any trade discount Offed. Prepayments are valued at the amount prepaid net of any trade discounts due. Cash at bank and in hand Cash at bank and in hand includes cash. Creditors and provlslons Creditors and provisions are recognised vthère the chafity h8$ a present obligation sU1n9 from past event that will probably resum in the transfer of ftjnds to a third paty and the amount due lo settle (he obligatron can be measured or estimated reliably. Creditors and provisions are normally recognised at their setuement amount after all¢)wing for any trnde discounts due. Employee benefits i) Short temi benefjts Short term benefits incjuding lI1daY pay are recognised as an expense in the pe¥iod in %thich th$ service is ee1Ved. IIT) Employee tenninalion benefits Temiinath"on benefts are accounted for on an accrual basis and in line with FRS 102. 40
ST WILFRID'S HOSPICE (SOUTH COASn LIMrrED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 ACCOUNTING POUCIES IcontinuBdl Pensions The charilable company operated Iwo pension schemes during the year. Contributions payable for the year a charged to the Ststement of Financial ACtr.vit as they arise. More details are given in note 20. pl 0rating Leases Annual rentsls paid under operating leases a charged lo the Statement of Financial AdNities on 8 straight line basis over the lease temi. Benefits received and receivable as an incentive to sign an operating lease are recognised on as straight line basis over the period of the lease for new agreements. ql Crltical accounting judgements and key sourc•s of èstimation uncertalnty Preparation of the financial statements requires management to make 5ignificantjudgements and estimates. The items in the finawal stslements where these judgements and eslimales have been made include". Accrued legacy inwme For non-pecuniary legacies, an estimate is made of the amount due to the Charity based on the share of the eslale as slate(J in the wll, the value of the estate lfrom probate or a statement of assets and liabilities} and exiemal factors including the volatility of the property m8rkel, and the stock marffet. An allowance is also made for expthd costs. Provisions The group has eslimate(J the antiapated costs of dilapidations across its retsil operations based on lease requirements kntAed9e of individual shops. Glft Ald Pollcy The subsidiary pay5 all its taxable proffts for the repth.ng period to its parenl charrty under the gift asd scheme. This grft aid payment 15 recognised as a distribub.on lo owners in equity wthin retained eamiThJs. The subsidiary has applie<l the exception under paragraph 29.14A of FRS 102 which provides lief in respect of the accounting fof any tax charge arising on profits. This Su$ in an overall £nil charge for lax in the income statement. This excepb.on is onty applicable as the gift aid payments wll be made by the company lo the parent charrty during the year or Imthin 9 months of the reporting dale. Flnancial instruments Financial instruments are dassthed and accounted tor. according to the $ubstsnce of the contractual arrangernent, as either financial assets, financial liabilities or equrty instruments. An equity instrument is any contract that evidences a residual interest in the assets of the company after deducting all of rts1iabililies. Financial instruments include cash al bank, trade debtors. legacies receivable. accrued income from financial instruments Icompri5ing dividends and inlèresl due from investTnentsl. trade cre(liloTS and accrued exPendrtu. Finan¢i81 instruments are initially recognised at transaction value and subsequentty measurèj at their setuemenl value. 41
ST WILFRID'S HOSPICE (SOUTH COAsn MED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 202S Group Group DONATIONS Unmtricted Restrlcted Total funds lunds 2025 Unrestricted Rgstrlctsd funds fund¥ Total 2024 Trusts Donat40ns and committed giving Fundr8i5ing DHSC" grant Gfft Aid recovered 1SKJ,452 125,211 315.663 127.803 105.746 233,649 772,591 415,401 17.232 789,823 41S,401 142.825 139,945 719,276 416,879 11,201 730,477 416,879 142.825 139.945 117.106 117,106 1.518.389 285,268 1.803.657 1.381,064 116,947 1,498.011 ' DHSC.. Department of Health & Social Care Group Unres¢ri¢ted Restricted Totsl lunds lunds 2025 Group Unrestricted R•strlcted Totsl lunds fund¥ 2024 LEGACIES Legacies 3,484.517 3,484,517 1.919,280 1.919.280 3884.517 3.484.517 1,919.280 1,919.280 Group Group CHARITABLE ACTIVITIES Unrpstiicted Reglrfcted Totsl lund8 lunds 2025 Unrestri¢to(l Restrlcted Totsl funds fund5 2024 NHS fvnding indLKling: Drug Supp Educalion Medical Insurance Ixher Inwme 1.686,427 57,156 15,281 71,881 1.686.427 57,156 15,281 71,881 1.566,298 71,073 11,742 59.157 1,566,298 71,073 11,742 59.1S7 1,B30.745 1.830,745 1,708,270 1.708.270 Group Group OTHER TRADING ACTMTIES Unre8tri¢ted Resthcted lunds fund$ Tolal Unrestricted Restrf¢ted 2026 funds funds Total 2024 Retail Income Support Groups Raffles Lottery IncMe 2,628,974 6.2CKJ 11,584 410.178 2.628,974 8,075 11.584 410,178 2.631,COg 7.816 8.750 4LY),392 2,831,009 9.663 8,750 400.392 1.875 1.847 3,056,936 1.875 3.058.811 3.047,967 1,846 3.049,814 42
ST WILFRID'S HOSPICE (SOUTH COAST) LIMITED NOTES TO THE FINANCiAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 INVESTMENTS UnYe$tri¢ted Restricted funds tvnd¥ Totsl 2025 Unre8trlctsd funds Restrlcted fund8 Total 2024 Bank inlere8t 197.459 197,4S9 216,258 216.258 197,459 197,459 216,258 216,258 EXPENDITURE Total 2025 Unrnstrkt•d Re8trlcted funds lunds Totsi 2024 funds funds Ral8lng Fund8 Fundroiwng Retail 1,110.234 2,408,703 1.113.036 2A08.703 1,026,092 2,135,676 3,280 1.029.372 2.13S.676 3.518,937 202 3A21,739 3,161,768 3,280 3,16S,048 Charitable Actlvlves Inpatient Unrt Community Living Well Serv8 Education and Tra1r9 3,696,410 2,234.673 256.6¥ 191.056 3.728A13 2.283.334 272.132 191.056 3.537,650 2.088,729 222,916 209.228 11.198 83.034 16,420 3,548,848 2,171,783 239,336 209.22B 48.661 15,440 6,378031 96,104 6A74,935 6,05823 110.652 6,169.175 ANALYSIS OF EXPENDITURE Dlie¢t ¢09ts Support costs Totsl 2025 Olr•ct costs Support costs Total 2024 Ralslng Funds FundraisThJ Retail 960.145 2.031,345 152,891 377.358 1,113,036 2.408,703 894,616 1.813.766 134.756 321,910 1,029,372 2,135,676 2,991.WJO 530,249 3,521.739 2,708.382 456,866 3,165,048 Charltablo Actl¥ltl84 Inpatient Unrt Communty Servi Living Well Serv Edu¢ab"on and TrainirKJ 3,439,758 2,093,228 218,014 155,465 288.655 1SY).1Cfj 54.118 35.591 3,72BA13 2283.334 27Z.132 191.056 3,244,850 1,965,413 1,423 175,565 303.998 206,350 42,913 33.663 3,548,848 2.171,783 239,336 209.228 5,906,466 668,470 6N74.935 5,582,251 686,924 ,169,175 8.897,955 1,098,719 ,996,674 .290.633 1,043,890 9,334,223 43
ST WILFRID'S HOSPICE (SOUTH COAST) LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 ANALYSIS OF SUPPORT COSTS 202S Raislng Fund8 Inpall•nt Communlty Unlt Services Palllatlve Day Servie•8 Educatlon & Tralnlng Totsl 2025 Retail Govemance Finance 10.711 78.818 20,924 26,276 16.362 24.343 58.177 168,970 88,682 37.186 35.053 63,742 1LK.751 29.&$1 21,421 2,921 9.291 14,452 22.992 4.462 1,947 13,839 6.976 9.854 2,975 96,396 253.971 367.893 233.202 147,257 HR 49,820 55.837 32,724 manageffnI 152.891 3TI,358 288.655 190.106 54.118 35,591 1,098.719 Raislng Funds lrymtiènt Communlty UnFt Servlcgs Palllatfv• Day Services Educatlon & Tralnlng Total 2024 2024 R¢t•il Govemance Finance HR 17.287 57.983 151,850 62.213 32.577 29,026 61,814 114.811 43.645 54.702 16.821 29,880 59.132 68.818 31,699 2.255 1.503 13,770 5,988 9,571 2,833 75.180 251,407 362,421 212,961 141,641 78,592 17.958 14.357 15,581 12.684 14,357 4.249 Managernent 134.756 321,910 303,998 2C.350 42,913 33,663 1.043.590 Govemancè Costs - These indude the direct cosis of runniThJ the Chanty as a legal eth.ty suth as Audit12025'. £17,285. 2024.. £15.0001, Legal. Prolessional and Consuhancy Advicel2025'. £0, 2024." £3.1761 and Trustee Indemnity12025.. £1.9e6, 2024.. £1.7501. They alw indude a prowFbon ofthe co of M8n89ewEnt Team lirTE nssary to lead the organisation. 10. NET INCOME I IEXPENDITUREI Net incorne is staled after ch8rging'. Group Chartty 2025 2024 2025 2024 Audltor's remunerntton Audit services Tax ad¥i80ry seNces 19.470 5.425 17.365 1.700 17,285 3,975 t5.000 Operallng leas• rèntals Land 8nd buildings Office equiprrÈnt Motor vehides 345.323 337.816 11.404 20.145 345.323 4.868 9.748 337.816 11.404 20,145 9,748 Depfeoation 382,498 382,498 444,484
ST WILFRID'S HOSPICE (SOUTH COAST) UMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 11. STAFF COSTS (CHARITY AND GROUPI 2025 Number 2024 NuMr The average monthty number of pemwnent emptyees during Ihe year was.. Doctors Nursing staff Other h05pice staff Charity shops 80 75 61 81 57 224 213 2025 2024 Employwnt Costs in spect oflhe 3tsff at re". Wages and salaries National insurnnce Pensions 6,054.895 540.263 577,594 5,487,876 464,993 506,690 7.172,752 6,459,559 The total eloYMent costs lindvdiThJ employerfs NICI of Ihe Charity Management Team We £638,849 12024.. £599.4161. Induded in the above w8ges and salaries fvJure for 225 is £50012024.. £0) fora settlement payment, due and paid In the year. The number of empbyees emdurrents, exduth"n9 pert*on o)ntribution$. were over £60.0 during the y8ar was.. 2025 Nurnber 2024 Nurnr £60,rx11 10 £70,fXKI £70,(K)1 to £80.OCIJ £80.001 to £I,0(x) £100.00110 £110.000 £110,001 to £120,000 £120,C4J1 to £130,0 £130.001 to £140.000 £140,LK)I to £150,000 12. TRUSTEE REMUNERATION The Tru51ees did nol receNe any remuneration during the year12ff24= nll. No Tnjslees receNed reimbursed travel and subsistence costs during the year12024.' £nill. 13. TAXATION The charity is exempt from Corporati tax on ils charitable aclivibes. 45
ST WILFRID'S HOSPICE (SOUTH COAST) LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 14. TANGIBLE FIXED ASSETS (CHARITY AND GROUP) Frtthold Land and Prop•rty Short Lease- Hold Property Medical Equiprnent FIxre$ & Flttlngs Motor Vehlcles Office & Computer Eqtslpm¢nt Total Cost At 1 April 2024 15.168,156 66,017 221.707 689. 45.770 349,068 f6,540,214 AddOn$ 31.077 92.816 38.989 249,270 Dk%posal 142.6651 IrJ.0131 165,6781 At 31 Marth 2026 15,168.156 23.352 252.784 751871 138,5B6 388.057 16,723,806 Depreclatlon at 1 April 2024 Charge forthe year 1,499.845 58.678 184.016 684,007 45,770 279.472 2,751.788 316,379 1,942 16.831 9.933 30.114 382.498 Elimination on disposal 142,6651 123.0131 165.6781 At 31 March 2025 1.81q224 17.955 200.847 888.293 66.703 309,$86 3,068,608 Net book value At 31 March 2025 13J51,932 5,397 61.937 84.5n 82,883 78,471 13,865.198 At 31 M8rth 2024 13.668.311 37,691 5,489 69.596 13,788.426 15. INVESTMENTS Gr0P Charfty Llsted Cash & Investsn Setuemtnts ents Pendln9 2025 Total Llstsd Cash & Investmtnts Setdements Pending 2025 Share in Group Company 2025 Total 2026 2025 2025 1 April 2024 Additions Disposal at open market value Net investment gains 2.34$ 2,345 2.345 2,347 1.613 1,613 1.613 1,613 31 March 2025 3.958 3,9S8 3.968 3.960 46
ST WILFRID'S HOSPICE (SOUTH COAsn LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 202$ 15. INVESTMENTS Icontlnuedl Group Crfty Llstsd Investments Sthtl•ments Pending Total ¢a8h & Settlements Pgndln Share I Group Company Toial 2024 2024 2024 2024 2024 2024 2024 At 1 April 2023 Additions Di5PD5a15 at open matket value Net investmenl Ilossesl 15181 15181 15181 15191 At 31 Marth 2024 2,347 Group Charfty 2025 202S 2024 2024 Analysls of in¥es¢ments L¢sted inveslrnents at valua 2.345 2,345 Totsl 2,345 3.9S8 2,346 Share8 In group undertak5ng5 at cost St Wilfrwj's Hospi Tr8dw Limited Total Inv•sbn•nts 3,958 3,960 2,347 At Mareh 2025, Ihe histoiic cost ofthe Ikste¢J inve5trnentsw8¥ £5.78312024.. £5,7B31. Th8 8ub8idi8ry urkrtakitvJ induded as an IThtsnen1atthe b8larKesheetdate is.'- Name ofComnY Clas• of Holdlng Nabjrè of Buslness St wlfn.rfs Hospiee Trading Limited Ordinary Retail trade in new goods The $ub$KJiary underta"A9 incorporaled in EnglarJ and Waks. 2026 2024 Aggregate caprtal and reswves 53,184 56.448 Sl Wlfrid's HcwKe {SCth Coastl Prq"eds Limrted wa5 not durirv the year and was dissolved on 04 June 2024. 47
ST IhTILFRID'S HOSPICE (SOUTH COAST) LIMED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR EP4DED 31 MARCH 202S 16 SUBSIDIARY COMPANIES 16a. Tradlng Subsldlary The H05pice owns a subsidiary, St Wth"d's Hospice Trading Limrted (company number 021051891. Registered in England and Wale5. Registed Office.. Wdlton Lane, Bosham. Wesl Sussex. Income ststement and Yetaln8d •*rnlng8 2025 2024 Turnover Cost of Sales 75,920 122.0801 76.853 120,4141 Gross Profil 53,840 56.439 Operating expenses 16,8081 17,1431 Net tradlng profit 47.032 49.296 Retalned &8mings at the beginning ofthe y& Pmfit for the year Donab"on to parent under gtft a 55.446 47.032 149.2961 48.119 49.296 141,9691 RetaSned eamlngs at the end of the y•ar $3,182 55,446 2025 2024 Balanc• $heet Assets Liabilitie$ 58,484 15.31 01 61,115 15,6671 Net •et$ 53,184 55,448 Represented by: Capital Reserves 53,182 55.446 53.184 SS.448 16b Prole¢t Subsidlary The hospice owned a subsidiary, St lfr1d'S Hospi¢x South Coasl Projects Limile<l (company number 092538341. Registered in England & Wales. Registered office. Walton Lane, Bosham, Wesl Sussex. The company had aSed trading and was disst)fved on 04 jur 2024. 48
ST VVILFRID'S HOSPICE ISOUTH COAsn LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 17. STOCK Group Charity 202S 2024 2025 2024 Bought In goods for sale 2.375 1,021 18. DEBTORS Group Charfty 2024 2025 2024 2025 Trade debtors Legacy debtors A5sel for resale Other debtors Pfepayments and &cruedinc£me 67.315 1,946,940 39.830 2.288.014 67,315 1,946,940 800,000 187,530 340.599 2,288,014 6(X),CKrf) 195.236 3,712 187.530 340.599 f95,236 390,712 3.513.792 3.142,384 3,513,792 3.142.384 The Asset for Sale is a property received as a lègacy and wll be sok1. 19. CREDITORS Group Charlty 2024 2025 2024 2025 Trade uedrtors Taxation and socaal Ser[lY other creditors Pension cdItOr Accruals and defeed income lknd to group undertaking 162.833 128.444 18,405 79.929 464,693 133,028 120,642 18,160 72,405 498.995 161,333 128.444 18,405 79.929 460.883 4.378 133,028 120.642 18.1eo 72.405 493,325 3,976 843,230 853.3n 841,536 PENSION COMMITMENTS The Charity operated pension schemes during the yearon behalf of its employees. - NHS Pension Scheme - S¢ottish Widows Group Pension Scheme Contn"butions to each scheme are charged to the stalennI of Financial Activities as they arise. The NHS Pension Scheme is an unfunded. defined benefit scheme thal covers NHS employers, general practices and other bodies all¢Md under the direcb.on ofthe Secretary of Stale in England an¢J Wales. A5 a consequence. il is not possib for St Wlfn"¢J's Hospice to identfy ts share of Ihe assets and Iiabilrties of the unddying s¢herrE. NHS Resource Accourts a published on the NHS Penyon website annualty and include the report from tre schemeactuary. Sl Wlfrid's Hospice adopts the employer contritxrtion rates as recommended for its employees. Al 31 March 2025, £43,490 was 0d to the scheme in relation lo contributions for the year {2024" £39,955). The hospice does not have any rLJmmitrnent to make g(d an tsJaria1 deficit nor is r( enlived to any benefftfrom surplus ftjnding. The Scottish Wdows Group Pen$K)n Scheme is a defined contribution scheme. At the 31 March 2025, £36,439 was OEd to the Scheme in retatK>n to contributions forthe year12024.. £32,450). 49
ST WILFRID'S HOSPICE (SOUTH COAST) LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 21a. RESERVES At1 April 2024 Transfers and Losses At31 March 2025 In¢om• ExndItUre UnStrICted funds G¢neral General Funds Operatronal Reserve 7.523.885 10,088,046 870.1YXI 19.423,7201 1177,1641 80,0 8,011,047 950,0(X) 8.393.885 10.088.046 (9.423,7201 197.1641 8.961,047 D•slgn8tsd C8Pltal Maintenance Re5eFve Moonlight Walk Match Funding 25126 Moonlight Walk Match Funding 2e027 Project Funds Fixed Asset Fund- New Hospi(* Fixed Asset Funds- otherAssets 11XJ.lJCX) 50.0 11JO,000 150,000) 50,000 32.000 50,000 265,450 13.301,132 354.(6 32S,OLXJ 13.615,311 173,115 191.5501 1314,1791 {68,3191 249,270 14,263,426 1474.0481 281,270 14.070,648 Total Unrnstrlctsd Fund8 22,657.311 10.008.046 19.897.768) 184,106 23,031,695 Restrict•d Funds New Hospice Project Department of Health & Sodal Care Capital Grant Stsff amenity fund Hospice Pay for a Day Clinical Nurse Specialist Tèam Costs Costs of Running L Costs of Running Ihe vrard Support of Complementary Thera Communty Team Costs Family Services Team Clinical Staff training Living Wdl Centre Costs Rene & Ghisl8ine of Paris HealiwJ Fotsndats"on IT for Clinical Siaff iPads for CNS Staff Gifts in Will Strategy Solar Panel Project Equipment Items for people vthh imp8ired hearing Tree Felling Various Smallfund$ 1,835 142.825 1142,8251 13211 15.0[) (7001 {15.OC(JI (11.5) 7(K) 15,000 11,500 20,iXK) 40,475 3.642 20,000 {40.4751 13,6421 (l0,LoI 14401 {1131 10.(KKJ 4,825 113 4.385 {311 12,8021 lo,0 30.939 738 1.950 4.374 115,0001 124.6681 12.9481 16721 11,9501 13,25X)I 5,787 1.515 2,599 29,042 287,143 I98,6) {182,4931 34,786 22.686,353 10,375.189 19.996.674) 1,613 23,066,481
ST MLFRID'S HOSPICE (SOUTH COASn LIMrrED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 21a. RESERVES {erJMinued) Restricted Funds Charitable trLSS15 have generous supported Ihe communrty inpab.ent services. In addtbon. trusts have contributed to clinical seNces, education and training. as well as nursing & medical equipment and supplies. The new hospice solar panels Project wa5 parbally funded by resth.cted funds. Deslgnated Funds The designated fvnd called the Frxed Asset Fund- New HO$Ce wa5 maintained during the year. The only activity on the fund being the transfer of fijnds to cover the addition of the ambulance canopy and depreciation for the year. The designated ftjnd ¢alled the Fixed Asset Fund - other assets was maintained during the year. The only acliwty on the fund being the transfer of fvnds to cover addrtion of assets and the depreciation for the year. The Moonlight Walk match fvnding brought fonyard was transfer to general funds during the year when the matching criteria were mel The Trustees agreed to sel up a new designalwj fund called Moonlight Walk match funding. This lund holds funds receNed in 2024r202S. lyjt whth wll be released to reserves in 25126 dLtring the Motsnlighl Walk fundraising campaign. The Trustees agreed to set up new designated fvnds totaling £265.450 lor Project Funds for a number of projects.. E. D & I Projoct £S.000- to enable Impmentation of specific Equalty, Diversity. and Inclusion objectives. Data Inforniatlon Project £50.000- to enable nnprovemenl and better alignment of digital systems across the Sussex Hospi$ to provide efficiencies in delTvery, improvements in the qualrty of care. and improve reporting on outcomè measures. Sussex Hospites Alliance Project £SO.000- to enae the continuation of the Charity's commitment lo the Sussex Hospice coll8borab.on project. IT PrOjt £87.450 - to progr a number of IT projects wthich have been identified lo upgrade systems and improve the digrt81isalion of the Charity Education building project £30,000- Funding to facilrtate the Education department move lo the h05pi¢e and the maintain the Education building Green audits and reports £13,000- Fun(ling to ensu that the Charity Can meet isl ESOS requ1MentS and complete a fiJrther green audit rf require(l. Retail $trntegy £30.000 - Funding for legal and professional advice on the acquisitFon of new shop pmiseS to meet the Retail Strategy Capital Maintsnanee Fund The trustees are aware Ihal the ongoing major maintenance of the new hospice building and the retsil property portfolio wll be a signfficanl cost and have desrgnoled £100,000 lo ensure the charity has SLthcient frJnds lo meet those costs. 51
ST WtLFRID'S HOSPICE (SOUTH COAST) UED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 21b. RESERVES PRIOR YEAR At1 Aprfl 2023 Transfers Expendlture and Losses At31 March 2024 In¢tyne Unrgstrtctedlunds General General Funds OFefalional ReseNe 8.048,523 818,CiMJ 8.2r2.B39 {8.704.789} 192,688) 52,000 7,523,885 870.( 8.866,523 8.272,839 (8,704.7891 140,688) 8.393,885 Deslgnated Capital Maintenance ResgNe Moon1h( Walk M8tch Funding Project Funds Fixed Assel Fund- Now Hospice Fixed Asset Funds- other Assets 11LIJ.000} 100,0 50,OCKJ 325,orx) 13,615,311 173,115 50,1X)O 325,rx)o 13.929,490 224.088 171.0171 1314,1791 1130,3051 71.017 79.332 14,72l578 1515.5011 SO,349 14,263.426 Total Unrestrlct•d Funds 23.595,101 8,272,839 {9.220.2901 9,661 22,657,311 Rg¥trfcted Funds New Hospice Project Staff amentyfund Hospi Pay for a Day Hospice al Home Cost$ CommuntyTearn Costs Clinical Siaff training LNing Well Centre Costs Rene & Ghislaine ol P8ris Healing Foundabon IT for Clinical Stsff IPads for CNS Staff Gifts in Wll Strategy Solar Pand Proied Equipment V8rious Srnall funds 1.835 1.835 430 8,125 1,847 77,830 10.01)0 18,1251 11,8471 177,8301 13,6551 14,6081 10,000 4,82S 9.433 13.093 672 915 2,802 112.9801 16501 {879) 113 22 36 2.802 5,000 2.464 1,515 5,000 13.244 2.748 {600} 12,759} 110.180} 34.361 118.794 1113,9331 (10.1801 29,042 23,629.462 8.391.633 19,334,223) 15191 22,686,353 52
ST WILFRID'S HOSPICE {SOUTH COAST) LIMtrED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 WIRCH 2025 21 ANALYSIS OF NET ASss 22a Anotysis ol nèt Assets by fvnd 2025 Grnup Flyed asset Investments other net Assets Fixed assets Totsl G•ner41 fund 3.958 8.957,089 8,961.047 Deslgnated funds Caprtal Maintenance FurNI MoonlvJhl Walk Match Pol Project Funds Fixed Asset Fund- New Hospice Fixed Asset- 0lherAssets 100,CXXI 50.rx)o 265.450 100,000 50,000 265.450 13,301,132 354,066 13,301,132 Total Deslgnat•d Fund¥ 13.655.198 415,450 14,070,648 Rgslrf¢ted fvnds 34,786 34.788 13,655,198 3,958 9,407,325 23.066.481 22a Analysls of nèt Aets by lund 2025 l¢ontinuedl CharKy Fixed asset Inv•8trnenls Other net Assèts Flxed assets Total General fund a,3.905 8.907,865 Desl9nat•d funds Capital Maintènance Fund M(x)nlighl Walk Match Pot Project Funds Fixed Asset Fund- New Hospice Fixed Asset- Other Assets 100,LX)O 50,000 265.450 1CKJ,000 50,000 265,450 13.301,132 354,066 13.301.132 Totsl Designated Funds 13,65S,198 41S,450 14,070,648 Restrlcted funds 34.786 34,786 13,655,198 3.960 9.3S4.141 23,013,299 53
ST WILFRID'S HOSPICE ISOUTH COAST) LIMITED
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
22.
ANALYSIS OF NET ASSETS (Cont5ndI
22b
Analysls of net Assets by fund
2024
Group
Fixed a¥5et
In¥Èslm•nts
Othèr net
Assets
Flxed as8ets
Total
Generdl fund
2,345
8.391,540
8,393,885
Deslgnat•d funds
Capital Maintenance Fund
Moonlight Walk Match Pot
Project Funds
Fixed Asset Fund- HospKe
Fixed Asset- Other Assets
1C(I,O
100,0(KI
50,OC4)
325,000
13.615,311
173,115
325,OC(I
13.615.311
173.115
T
ST WILFRID'S HOSPICE (SOUTH COASTI LIMrrED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 23. RECONCILIAnON OF NET INCOME I (EXPENDITURE) TO NET CASH FLOW FROM OPERATING AcnviTIES Group 2025 2024 Net Inco l (expeThJiture) for the year 380,128 1943.109) Adjustrnents lor. Deprectalion of charyes (Gain) l Loss on investments 382,498 (1.6141 444.484 518 Dividenils, interestfrom Investh*Ats 1197,4591 1216,2581 {Increase) l Decrease in stock {Increasel in ¢Jebtors Ilncieasel in 8$5ets for resale Decrease In ¢xedrtors 11.3541 1371,4071 329 168.1201 16CKJ.0001 35,372 11.074 201,866 11,346,784) 24. ANALYSIS OF CASH AND CASH EQUIVALENTS Group 2025 2024 Cash in hand 6.745,462 6,595,407 6,745.462 6,595,407 25. RELATED PARTY TRANSACTIONS During the year St Wiltrid's Hospice Trading Limited pard a gift aid donation of £49,296 {2024.' £41,969), lo Sl Wthd's Hospice (Soulh Coast) Limrted, its parent company. Al the year end. £4,378 was OLtstanding12024". £3.976) from the parent company and owed to the subsidiary company. UrsLtla Watt is a partner at George Ide LLP, a fim7 of sofKIto, and a trustee of the Charity. The Charity has paid George Ide LLP £4,742 {2024.' £2,213) for professional advice during the year. During the year George Ide LLP made donabons of£15.234 {2024'. £3,849) to the Charity. 55
ST WILFRID'S HOSPICE (SOUTH COASTI LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 26. FINANCIAL COMMITMENTS As at 31 March 2025 the ¢onyny was committed lo making the follon9 payments under non-C8ncellable operating leases.. 2025- Group and Charity <1 year
5 ye# Total and S years Land & Bulldlngs Other 312.676 4.253 467.293 12.7 779,989 17,013 316.929 480,053 796,982 2024- Group and Charlty <1 year 2•ndS years 5 years Total Land & Buildings Other 305.7r 11,539 657,025 17.013 16,r 978,734 28,552 317.248 674.038 18,000 1.007,286 27. CAPITAL COmMrrMETrs At the y8•r-end St Wiltrid's HOsCe (Sryrth Coast) Limiteil was contracted into caprtal commitments totallÉng £nil12024.. £77.561 for the instsllation of soLgr pands).
ST WILFRID'S HOSPICE (SOUTH COAST) UMThED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 IAARCH 2025 28. COMPARAMVE STATEMENT OF FINANCIAL ACTMnES Unrestrlcted Restricted lunds fvnds Tolal 2024 Total 2023 INCOME FROM: Donatlons and Legacles Donations Legades 1.381,LYA 1.919.280 116,947 1.498,011 1,919,280 1.525,684 2,640.913 3.31X).344 116.947 3.417,291 4.166,597 Charftable ActIvI•S Other Tradlng Aetivltles Investmgnts 1.708.270 3.047.%7 216.258 1,708,270 3,049,814 216,258 1,745,787 2.877.573 82,116 1.847 Total Income 8,272,839 118,794 391,633 8,872,073 EXPENDrruRE ON: Ral$lng Fund8 3.161.768 3.280 3,165,048 2,973,506 Charltable A¢llvltles Inpatient Unit Community Services Liwng Well Services Education and Training 3.537.649 2.088.729 222,916 209.228 11.199 83,034 16,420 3.548,848 2,171,763 239.336 209.228 3,305,084 1,778,000 278,003 233,101 Total Costs of chatat Activitle 6.058.522 110,653 6.189,175 5,594,188 Total Expendlturn 9.220.290 113.933 9,334.223 8.567,694 Net income from operational acbvlbes forlhe year (9¢7.451) 4.861 1942,590 304,379 Net Ilossesl on invesbments {519} 15191 11.2311 NET IEXPENDITUREI I INCOME 1947.9701 4.861 1943,1091 303.148 Transfèrs beten lunds 10.180 (10.1801 NET MOVEMENT IN FUNDS {937.7901 15,3191 1943.1091 303,148 RECONCILIATION OF FUNDS Totsl funds brought forward 23.595.101 34.361 23,629,462 23.326,314 TOTAL FUNDS CARRIED FORWARD 22,657.311 29.042 22,686,353 23,629.462 57