Company registration number: 01782730 Charity registration number: 288923 

**THE BRIGITTE TRUST TRUSTEES' REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025** 



## **The Brigitte Trust Contents** 

||**Page**|
|---|---|
|Trustees' Report|1—7|
|Independent Examiner's Report|8|
|Statement of Financial Activities (including Income and Expenditure Account)|9|
|Comparative Statement of Financial Activities (including Income and Expenditure Account)|10|
|Balance Sheet|11|
|Notes to the Financial Statements|12—17|





**The Brigitte Trust Company No. 01782730 Trustees' Report For The Year Ended 31 March 2025** 

The trustees present their report and the financial statements for the year ended 31 March 2025. 

## **Objectives and Activities** 

## **Aims and Objectives** 

The Brigitte Trust is named after its founder Brigitte Watkin. The charity is proud to uphold Brigitte's original purpose, and its objectives are to: 

Help people live well beyond diagnosis 

Offer support to the client's carer and family as appropriate Offer bereavement support; and 

Operate in a professional manner ensuring the highest standards in all areas of activity. 

The service is entirely free to the clients and is provided through our team of highly trained and committed volunteers supported by salaried professional staff. It may be accessed: 

From diagnosis 

Through and/or after a course of treatment or surgery 

Where the health or well-being of the client or carer is poor or support is needed to sustain the caring role Towards the end of life 

For bereavement support 

A professional management team recruits and trains the volunteers, manages the referral process matching clients with the right volunteer to meet their needs, supports volunteers, and administers the work of the Trust, ensuring funding is secured. 

A volunteer Board of Trustees provides the necessary governance. 

## **Public Benefit** 

In accordance with Section 4 of the Charities Act 2011, the Trustees have had due regard to the guidance published by the Charity Commission on public benefit when reviewing the charity's activities and planning future activities. We consider that our service plays an important role in: 

Supporting people to feel less socially isolated. Many of the people we support live alone and their Brigitte Trust volunteer might be the only or one of the very few people with whom they have regular contact 

Reducing hospital admission/re-admission. We pride ourselves that our service can help people who wish to die at home fulfil that wish wherever possible 

Supporting the client/carer relationship by enabling the carer to take a break 

The trustees confirm that they have complied with the requirements of Section 17 of the Charities Act 2011 to have due regard to the Charity Commission’s guidance on public benefit. 

## **Volunteers** 

The Brigitte Trust upholds the highest standards of practice and care in all areas of its activity.  All of our volunteers are interviewed both before the commencement of their training and after its completion, and all are DBS checked.  A robust programme of support is in place. 

The Brigitte Trust is hugely grateful for the commitment and hard work of all the volunteers on whom the Trust relies.  It is through their dedication, commitment and professionalism in supporting clients and their families at difficult times that the Brigitte Trust's values and ethos are best demonstrated. 

Each year we plan recruitment to maintain our volunteer workforce.  The Brigitte Trust is committed to equal opportunities and reflecting diversity in recruitment, service delivery and all other aspects of our work. 

The volunteers support people for a period of up to three hours every week.  The support provided is wide-ranging and can include sitting quietly with a client, support with shopping, transport to medical appointments etc. However, our service goes far beyond befriending, with trained volunteers providing hugely important emotional as well as practical support. 

Page 1 



**The Brigitte Trust Trustees' Report (continued) For The Year Ended 31 March 2025** 

## **Achievements and Performance** 

## **Main Achievements** 

2024/25 has been another busy and rewarding year. While some of our partners have faced challenges, we’ve risen to meet them with determination and adaptability. As the year draws to a close, we find ourselves busier than ever, a testament to the strength and resilience of our team and the continued demand for our services. 

This year’s highlights include: 

The continued success of our Bereavement Support Groups, providing comfort and connection to those navigating loss. 

- Ongoing “Before I Say Goodbye” Workshops/Coffin Club Surrey, helping individuals to plan and prepare with confidence and peace of mind. 

Thought-provoking and supportive Death Cafes, creating space for open conversations. 

- The development of our Neurological Support Group, now enhanced by an annual in-person afternoon tea, giving attendees the chance to   connect face-to-face. 

- The launch of our Wellbeing Service across the county, much to the delight of our clients, who have enjoyed a little pampering and self-care. 

- A dedicated Bereavement in the Workplace Workshop aimed at employers, helping them better understand and support bereaved employees. 

The introduction of a comprehensive End of Life Planning booklet, covering wills, LPAs, advance care planning, funeral options, and managing one’s digital legacy delivered by a staff member specially trained with an external organisation. 

- The addition of an in-house trained celebrant, offering clients a truly personal and carefully planned service during one of life’s most important moments. 

We are proud of the meaningful progress made this year and look forward to continuing our work with empathy, expertise, and compassion. 

## **Our Clients** 

In 2024/25 we supported 323 clients. Our client profile was as follows: bereavement support 39%, diagnosis of cancer 40%, neurological conditions 14% and other end stage illnesses such as respiratory disease, heart and renal failure 7%. 

We supported a wide age demographic with a range of between 18-100+, however 63% were aged over 60. These clients are supported by the volunteers through weekly visits. 

## **Our Volunteers** 

During the year we had a total of 105 volunteers. We trained 23 new volunteers and delivered 10 workshops/professional development sessions for volunteers and our partners/supporters and three external training sessions. 

## **Referrals** 

Over the years, The Brigitte Trust has built strong partnerships with local providers, including hospices, hospitals, social care and other community-based services many of whom make regular referrals into our service. We are committed to building upon these partnerships and working closely with other organisations who work with the people we support. 

## **Other Services** 

This year, we continued to strengthen both our core offerings and newer services, building on their success and expanding their reach. 

Our structured Bereavement Support Programme has seen significant development. This 8-week course, facilitated by an experienced external professional, has been consistently delivered in two programmes in different towns across Surrey. Feedback has been overwhelmingly positive, and the programme is now highly regarded by a range of health and social care professionals. As a result, it is being actively promoted and we’ve been invited to deliver it for other Surrey-based organisations and churches, a testament to its growing impact and reputation. 

Coffin Club Surrey continues to grow and develop. This free course is open to clients, the public, and allied health professionals and organisations, offering valuable education around end-of-life options, funeral planning, care, and holistic support. This year, we also introduced a bespoke coffin decorating service for those seeking a truly personal touch for their final farewell, a unique offering that has resonated deeply with participants. 

Our Death Cafes, held in various locations across the county, remain a popular and important space for open and honest conversations about death and dying, all in an informal setting over coffee and cake. We’ve built a strong partnership with Surrey Library Service, which not only hosts many of these events but also actively promotes them to their members, helping us reach an even wider audience. These services continue to break down barriers, spark meaningful dialogue, and provide invaluable support to the community. 

...CONTINUED 

Page 2 



**The Brigitte Trust Trustees' Report (continued) For The Year Ended 31 March 2025** 

## **Main Achievements - continued** 

## **FUTURE PLANS** 

## **Looking Ahead: Plans for 2025–2026** 

As we look to the year ahead, we are excited to expand our services and deepen the support we offer to our community through several new and evolving initiatives. 

We will be launching “Stories for Life”, a new service developed in partnership with a fellow charity. This free offering will give clients the opportunity to record their life stories, enabling terminally ill parents to leave meaningful messages for their children and allowing individuals to create truly personal messages for their loved ones. 

Our Wellbeing Team of volunteers will also grow, allowing us to offer a wider range of therapies and holistic support delivered directly in people’s homes. This expansion is part of our ongoing commitment to supporting the emotional and physical wellbeing of those we serve. 

We hope to publish our own Brigitte Trust End-of-Life Planning Booklet, designed to help individuals put their affairs in order with clarity and compassion. Drawing on over 40 years of experience, this resource will include practical guidance as well as thoughtful insights tailored to the real needs people face during this time. 

The Trust will also introduce “Bereavement First Aider” training workshops for businesses and local organisations. These sessions will equip employees with the tools to support colleagues in the workplace following a bereavement, fostering compassionate, understanding environments during times of loss. 

Another key focus for the coming year is building closer partnerships with GP surgeries. Historically, there has been limited engagement, but we are hopeful this will change. We are piloting a scheme with one surgery to explore how we can complement clinical care by providing emotional, practical, and social support to their palliative care patients, helping to deliver truly holistic care. 

With these new developments, we remain committed to providing compassionate, person-centred support to individuals and families across Surrey. 

## **Funding** 

We are grateful to Surrey Heartlands Integrated Care System (ICS) for their continued support through the provision of core funding under an NHS Grant Agreement. This funding has been instrumental in enabling us to deliver our services across all areas of Surrey, including: 

- East Surrey 

- Guildford & Waverley 

- North West Surrey 

- Surrey Downs 

- Surrey Heath 

- Farnham 

The NHS Grant Agreement officially expired on 31 March 2024. From 1 January 2024, all health service contracts, including new and significantly altered existing agreements, awarded by the Integrated Care Board (ICB) must now comply with the newly introduced Provider Selection Regime (PSR). In parallel, the ICB has also initiated a comprehensive review of all smaller grants, including ours, during 2024. While this review is ongoing, our current grant has been temporarily extended on existing terms, subject to three months’ notice of termination. 

This situation presents a significant risk to the Trust’s financial stability, as core funding remains uncertain beyond the conclusion of the review. We remain in ongoing dialogue with the ICB and are committed to demonstrating the vital impact of our work across Surrey. 

Beyond the core funding received from the NHS, the Trust has successfully sought funding from corporate partners, legacies, fundraising initiatives, gifting and stakeholder donations.   Throughout the financial year we were fortunate to receive funding from 4 legacies and 19 charitable trusts/grant givers towards our core work, along with our bereavement support groups and neurological support group. 

## **Financial Review** 

## **Financial Position** 

The Trust made a surplus of £85,758 (2024: deficit of £4,895), which was significantly better than forecast. The surplus largely resulted from a number of “one off” income items. We received a number of legacies during the year as well as a significant corporate donation. Ongoing grants, fund raising and donations were below forecast reflecting the difficult circumstances faced by the charity sector. 

Page 3 



**The Brigitte Trust Trustees' Report (continued) For The Year Ended 31 March 2025** 

## **Reserves Policy** 

Having taken account of: 

a closure contingency 

a need to provide liquidity in the day to day management of the Trust; and 

funding for future growth prospects 

The Trustees continue to agree that unrestricted reserves should not fall below a minimum of six months running costs. 

## **Risk Statement** 

The Trustees maintain a Risk Management Plan.  This plan is reviewed and updated regularly. A Risk Policy has been developed to sit alongside the risk register. The main risks are funding, volunteer recruitment, non-renewal of the Surrey Heartlands Grant as a result of the ongoing ICB review of smaller grants and staffing. 

## **Structure, Governance and Management** 

## **Governing Document** 

The Trust is a company limited by guarantee, as defined by the Companies Act 2006. It does not have any share capital and is registered as a charity with the Charity Commission. Its governing document is its Memorandum and Articles of Association dated 11th January 1984 as amended on 9th February 1984 and 14th December 1994. 

There are no particular restrictions imposed by the Memorandum and Articles of Association concerning the way in which the Trust can operate. The Trustees have the power to invest the monies of the Trust in such investments as may be thought fit. 

The Members of the Charity are the current trustees, staff and some volunteers, in addition to a small number of paying members. All members have voting rights at the AGM.  Membership ends on resignation or payment ceases. 

The members are liable for the Trust's debts and liabilities whilst being a member and up to one year after ceasing to be a member for those transactions entered into before that date, to a maximum of £10 each. 

The Memorandum and Articles of Association of the Trust provide that in the event of a winding up, any surplus on the reserves should be distributed to associations with similar objects and not to members. 

## **Patrons and Trustees** 

## **President** 

Michael More-Molyneux, Lord-Lieutenant of Surrey 

## **Patrons** 

Sir Adrian White CBE DL Caroline Sweerts de Landas Wyborgh, Baroness Nicholas Owen 

## **Directors and Trustees** 

Jan Way MBE Chair David Farmery Treasurer Peter Lagerberg Company Secretary Anne Sutton Mary Guypinkney Lesley Potter Simon Brown (appointed 08/01/2025) Jackie McNicholas (appointed 04/06/2025) 

The Trustees are responsible for: 

Determining the future policy of The Brigitte Trust 

- Monitoring and evaluating current activity and performance 

- Keeping appropriate accounting records (in accordance with the requirement of the Companies Act 2006) The financial stewardship of The Brigitte Trust and the investment of assets as appropriate; and Recruiting new Trustees to office 

...CONTINUED 

Page 4 



**The Brigitte Trust Trustees' Report (continued) For The Year Ended 31 March 2025** 

## **Governing Document - continued** 

Trustees are appointed at the Annual General Meeting of the charity or by existing Trustees to hold office until the next Annual General Meeting.  The number of Trustees shall not be less than three and is not subject to any maximum.  Trustees serve for a three-year term and for a maximum of four terms.  Trustees' indemnity insurance was in place during the period. The Board of Trustees meets regularly and at least six times a year. 

The Brigitte Trust is led by Cathy Garling, Head of Operations.  Cathy is supported by: 

- Rachel Milton –Digital & Business Co-ordinator 

- Tanya Stafford – Promotions & Fundraising Manager 

- Sarah Pattenden – Service Manager 

- Mandy East – Volunteer & Training Manager 

- Claire Foard – Office Administrator 

Freelance services are provided by: 

- Pam Chiverton - Bookkeeper 

- Neil Hunter – Consultant Fundraiser 

- Natasha Parkin - HR Consultant 

- Ali Merrett - Bereavement Facilitator 

Sincere thanks are extended to the staff team who ensure the smooth and efficient running of our service with the highest standards of professionalism. 

They were further supported by Chris Axton (IT) and Liz Dolman (Gift Aid) and in addition a small team of volunteer helpers who support with fundraising events and newsletter administration.  We would like to pass on our wholehearted thanks to each of our back-office volunteers. 

## **Reference and Administrative Details** 

## **Trustees** 

Jan Way David Farmery Peter Lagerberg Anne Sutton Mary Guypinkney Lesley Potter Simon Brown (appointed 08/01/2025) Jackie McNicholas (appointed 04/06/2025) 

## **Company Secretary** 

Peter Lagerberg 

## **Charity Number** 

288923 

## **Company Number** 

01782730 

## **Registered Office** 

The Atrium Curtis Road Dorking RH4 1EJ 

Page 5 



**The Brigitte Trust Trustees' Report (continued) For The Year Ended 31 March 2025** 

## **Independent Examiner** 

Philip Longstaff FCA Ellis Atkins Chartered Accountants Constable Court, 62 Dene Street Dorking Surrey RH4 2DP 

Page 6 



**The Brigitte Trust Trustees' Report (continued) For The Year Ended 31 March 2025** 

The trustees' report was approved by the board of trustees and signed on its behalf by: 

Jan Way 

Trustee 17th November 2025 

Page 7 



## **The Brigitte Trust Independent Examiner's Report to the Trustees of The Brigitte Trust For The Year Ended 31 March 2025** 

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2025. 

## **Responsibilities and Basis of Report** 

As the charity trustees of the Company (and also its directors for the purposes of company law), you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 (“the 2006 Act”). 

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity’s accounts as carried out under section 145 of the Charities Act 2011 (‘the 2011 Act’). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5) (b) of the 2011 Act. 

## **Independent Examiner's Statement** 

Since the Company’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of The Institute of Chartered Accountants in England and Wales, which is one of the listed bodies. 

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

1. accounting records were not kept in respect of the Company as required by section 386 of the 2006 Act; or 

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

3. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a 'true and fair view' which is not a matter considered as part of an independent examination; or 

4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102). 

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

Philip Longstaff FCA 18th November 2025 Ellis Atkins Chartered Accountants Constable Court, 62 Dene Street Dorking Surrey RH4 2DP 

Page 8 



## **The Brigitte Trust Statement of Financial Activities (including Income and Expenditure Account) For The Year Ended 31 March 2025** 

|**Notes**<br>**INCOME AND ENDOWMENTS FROM:**<br>Donations and legacies<br>**3**<br>Charitable activities:<br>**4**<br>Support to individuals with terminal illness<br>Other trading activities<br>**5**<br>Investments<br>**6**<br>**EXPENDITURE ON:**<br>Raising funds<br>**9**<br>Charitable activities:<br>**9**<br>Support to individuals with terminal illness<br>**NET INCOME/(EXPENDITURE)**<br>**NET MOVEMENT IN FUNDS**<br>**RECONCILIATION OF FUNDS:**<br>Total funds brought forward<br>**TOTAL FUNDS CARRIED FORWARD**<br>**17**|**Unrestricted**<br>**funds**<br>**£**<br>250,820<br>51,800<br>11,076<br>5,851|**Restricted**<br>**funds**<br>**£**<br>15,020<br>-<br>-<br>-|**2025**<br>**Total funds **<br>**£**<br>265,840<br>51,800<br>11,076<br>5,851|**2024**<br> **Total funds**<br>**£**<br>150,964<br>51,688<br>13,794<br>5,452|
|---|---|---|---|---|
||319,547|15,020|334,567|221,898|
||(20,626)<br>(187,822)|-<br>(40,361)|(20,626)<br>(228,183)|(22,883)<br>(203,910)|
||(208,448)|(40,361)|(248,809)|(226,793)|
||111,099|(25,341)|85,758|(4,895)|
||111,099<br>228,767|(25,341)<br>25,341|85,758<br>254,108|(4,895)<br>259,003|
||339,866|-|339,866|254,108|



The notes on pages 12 to 17 form part of these financial statements. 

Page 9 



## **The Brigitte Trust Comparative Statement of Financial Activities (including Income and Expenditure Account) For The Year Ended 31 March 2025** 

|**Notes**<br>**INCOME AND ENDOWMENTS FROM:**<br>Donations and legacies<br>**3**<br>Charitable activities:<br>**4**<br>Support to individuals with terminal illness<br>Other trading activities<br>**5**<br>Investments<br>**6**<br>**EXPENDITURE ON:**<br>Raising funds<br>**9**<br>Charitable activities:<br>**9**<br>Support to individuals with terminal illness<br>**NET EXPENDITURE**<br>**NET MOVEMENT IN FUNDS**<br>**RECONCILIATION OF FUNDS:**<br>Total funds brought forward<br>**TOTAL FUNDS CARRIED FORWARD**<br>**17**|**Unrestricted**<br>**funds**<br>**£**<br>87,207<br>51,688<br>13,794<br>5,452|**Restricted**<br>**funds**<br>**£**<br>63,757<br>-<br>-<br>-|**2024**<br>**Total funds**<br>**£**<br>150,964<br>51,688<br>13,794<br>5,452|
|---|---|---|---|
||158,141|63,757|221,898|
||(22,883)<br>(165,494)|-<br>(38,416)|(22,883)<br>(203,910)|
||(188,377)|(38,416)|(226,793)|
||(30,236)|25,341|(4,895)|
||(30,236)<br>259,003|25,341<br>-|(4,895)<br>259,003|
||228,767|25,341|254,108|



The notes on pages 12 to 17 form part of these financial statements. 

Page 10 



**The Brigitte Trust Balance Sheet As At 31 March 2025** 

|**Notes**<br>**FIXED ASSETS**<br>Tangible Assets<br>**14**<br>**CURRENT ASSETS**<br>Debtors<br>**15**<br>Cash at bank and in hand<br>**Creditors: Amounts Falling Due Within One Year**<br>**16**<br>**NET CURRENT ASSETS (LIABILITIES)**<br>**TOTAL ASSETS LESS CURRENT LIABILITIES**<br>**NET ASSETS**<br>**FUNDS OF THE CHARITY**<br>Restricted Funds<br>Unrestricted Funds<br>**TOTAL FUNDS**<br>**17**|**Unrestricted**<br>**funds**<br>**£**<br>312|**Restricted**<br>**funds**<br>**£**<br>-|**2025**<br>**Total funds **<br>**£**<br>312|**2024**<br> **Total funds**<br>**£**<br>704|
|---|---|---|---|---|
||312<br>22,532<br>325,018|-<br>-<br>-|312<br>22,532<br>325,018|704<br>9,477<br>252,861|
||347,550<br>(7,996)|-<br>-|347,550<br>(7,996)|262,338<br>(8,934)|
||339,554|-|339,554|253,404|
||339,866|-|339,866|254,108|
||339,866|-|339,866|254,108|
||||-<br>339,866|25,341<br>228,767|
||||339,866|254,108|



For the year ending 31 March 2025 the charitable company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies. 

The members have not required the charitable company to obtain an audit in accordance with section 476 of the Companies Act 2006. 

The trustees acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts. 

These accounts have been prepared and delivered in accordance with the provisions applicable to companies subject to the small companies regime. 

On behalf of the board 

Jan Way Trustee Trustee 17th November 2025 

David Farmery 

The notes on pages 12 to 17 form part of these financial statements. 

Page 11 



## **The Brigitte Trust Notes to the Financial Statements For The Year Ended 31 March 2025** 

## 1. **General Information** 

The Brigitte Trust is a company limited by guarantee, incorporated in England & Wales, registered number 01782730 and registered charity number 288923. The registered office is The Atrium, Curtis Road, Dorking, RH4 1EJ. 

## 2. **Accounting Policies** 

## 2.1. **Basis of Preparation of Financial Statements** 

The financial statements have been prepared in accordance with the Charities SORP (FRS 102) "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)", Financial Reporting Standard 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Companies Act 2006. 

The charitable company is a Public Benefit Entity as defined by FRS 102. 

## 2.2. **Incoming Resources** 

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably. Investment income is recorded when receivable. 

Grants are recognised when the entitlement to the grant is confirmed. Revenue based grants are recognised in the period in which the related costs are incurred. 

## 2.3. **Resources Expended** 

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

## 2.4. **Tangible Fixed Assets and Depreciation** 

Tangible fixed assets are measured at cost less accumulated depreciation and any accumulated impairment losses. Depreciation is provided at rates calculated to write off the cost of the fixed assets, less their estimated residual value, over their expected useful lives on the following bases: 

Office equipment 25% reducing balance Fixtures & Fittings 25% reducing balance Computer Equipment 25% on cost 

## 2.5. **Pensions** 

The charitable company operates a defined pension contribution scheme. Contributions are charged to the Statement of Financial Activities as they become payable in accordance with the rules of the scheme. 

## 2.6. **Fund accounting** 

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees. 

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Expenditure which meets those criteria is allocated to that fund.  Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes. 

## 2.7. **Volunteers' services** 

The value of any voluntary help is not included in the accounts but the role of volunteers is described in the trustees' Annual Report. 

Page 12 



## **The Brigitte Trust Notes to the Financial Statements (continued) For The Year Ended 31 March 2025** 

## 3. **Income from Donations and Legacies** 

|Donations and gifts<br>Member subscriptions and sponsorships<br>Gift aid<br>Legacies<br>Grants<br>4.<br>**Income from Charitable Activities**<br>Support to individuals with terminal illness:<br>Funding from NHS Surrey Heartlands<br>5.<br>**Income from Other Trading Activities**<br>Fundraising events<br>6.<br>**Investment Income**<br>Bank interest receivable<br>7.<br>**Government Grants**<br>The total amount of Government grants awarded towards the charity's c<br>8.<br>**Net Income/(Expenditure)**<br>The net income/(expenditure) is stated after charging/(crediting):<br>Depreciation of tangible fixed assets - owned|**Unrestricted**<br>**funds**<br>**£**<br>70,215<br>795<br>3,221<br>116,750<br>59,839|**Restricted**<br>**funds**<br>**£**<br>1,520<br>-<br>-<br>-<br>13,500|**2025**<br>**Total**<br>**funds**<br>**£**<br>71,735<br>795<br>3,221<br>116,750<br>73,339|**2024**<br>**Total**<br>**funds**<br>**£**<br>27,979<br>945<br>3,420<br>-<br>118,620|
|---|---|---|---|---|
||250,820|15,020|265,840|150,964|
||||**2025**<br>**Unrestricted**<br>**funds**<br>**£**<br>51,800|**2024**<br>**Total**<br>**funds**<br>**£**<br>51,688|
||||**2025**<br>**Unrestricted**<br>**funds**<br>**£**<br>11,076|**2024**<br>**Total funds**<br>**£**<br>13,794|
||||**2025**<br>**Unrestricted**<br>**funds**<br>**£**<br>5,851|**2024**<br>**Total**<br>**funds**<br>**£**<br>5,452|
||||**2025**<br>**£**<br>7,000|**2024**<br>**£**<br>14,368|
||||**2025**<br>**£**<br>392|**2024**<br>**£**<br>338|



Page 13 



## **The Brigitte Trust Notes to the Financial Statements (continued) For The Year Ended 31 March 2025** 

## 9. **Analysis of Expenditure** 

|.<br>**Analysis of Expenditure**||||
|---|---|---|---|
|Raising funds<br>Support to individuals with terminal illness<br>Raising funds<br>Support to individuals with terminal illness<br>0.<br>**Support Costs**<br>Employee costs<br>Premises expenses<br>General administration<br>Depreciation<br>Interest payable<br>Governance costs<br>Employee costs<br>Premises expenses<br>General administration<br>Depreciation<br>Interest payable<br>Governance costs|**Activities**<br>**undertaken**<br>**directly**<br>**£**<br>20,626<br>94,370|**Support costs**<br>(see note 10)<br>**£**<br>-<br>133,813|**2025**<br>**Total**<br>**£**<br>20,626<br>228,183|
||114,996|133,813|248,809|
||**Activities**<br>**undertaken**<br>**directly**<br>**£**<br>22,883<br>84,642|**Support costs**<br>(see note 10)<br>**£**<br>-<br>119,268|**2024**<br>**Total**<br>**£**<br>22,883<br>203,910|
||107,525|119,268|226,793|
||||**2025**<br>**Support to**<br>**individuals**<br>**with terminal**<br>**illness**<br>**£**<br>85,234<br>9,200<br>37,311<br>392<br>753<br>923|
||||133,813|
||||**2024**<br>**Support to**<br>**individuals**<br>**with terminal**<br>**illness**<br>**£**<br>85,642<br>137<br>30,785<br>338<br>537<br>1,829|
||||119,268|



## 10. **Support Costs** 

Page 14 



## **The Brigitte Trust Notes to the Financial Statements (continued) For The Year Ended 31 March 2025** 

## 11. **Independent Examiner's Remuneration** 

|1.<br>**Independent Examiner's Remuneration**|||
|---|---|---|
|Independent examination of the financial statements<br>Other assurance services<br>Tax advisory services<br>Other financial services|**2025**<br>**£**<br>650<br>-<br>-<br>1,840<br>2,490|**2024**<br>**£**<br>650<br>-<br>-<br>1,840|
|||2,490|



## 12. **Staff Costs** 

|Staff costs were as follows:<br>Wages and salaries<br>Social security costs<br>Other pension costs|**2025**<br>**£**<br>141,161<br>6,744<br>3,050<br>150,955|**2024**<br>**£**<br>132,507<br>6,100<br>2,899|
|---|---|---|
|||141,506|



No employees received employee benefits (excluding employer pension costs) for the reporting period of more than £60,000. 

## 13. **Average Number of Employees** 

Average number of employees during the year was: 6 (2024: 6) 

## 14. **Tangible Assets** 

|**Cost**<br>As at 1 April 2024<br>Disposals<br>As at 31 March 2025<br>**Depreciation**<br>As at 1 April 2024<br>Provided during the period<br>Disposals<br>As at 31 March 2025<br>**Net Book Value**<br>As at 31 March 2025<br>As at 1 April 2024|**Office**<br>**equipment**<br>**£**<br>5,089<br>(5,089)|**Fixtures &**<br>**Fittings**<br>**£**<br>5,831<br>(5,831)|**Computer**<br>**Equipment**<br>**£**<br>12,941<br>(11,693)|**Total**<br>**£**<br>23,861<br>(22,613)|
|---|---|---|---|---|
||-|-|1,248|1,248|
||5,048<br>41<br>(5,089)|5,792<br>39<br>(5,831)|12,317<br>312<br>(11,693)|23,157<br>392<br>(22,613)|
||-|-|936|936|
||-|-|312|312|
||41|39|624|704|



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## **The Brigitte Trust Notes to the Financial Statements (continued) For The Year Ended 31 March 2025** 

## 15. **Debtors** 

|**Due within one year**<br>Trade debtors<br>Prepayments and accrued income<br>Gift aid receivable<br>6.<br>**Creditors: Amounts Falling Due Within One Year**<br>Taxation and social security<br>Accruals and deferred income<br>7.<br>**Movement in Funds**<br>**Unrestricted funds**<br>General:<br>General unrestricted fund<br>**Restricted funds**<br>Breast Cancer<br>Bereavement<br>Home visits area based<br>MacMillan<br>**Total restricted funds**<br>**Total funds**<br>**Unrestricted funds**<br>General:<br>General unrestricted fund<br>**Restricted funds**<br>Breast Cancer<br>Bereavement<br>Training|**As at 1 April**<br>**2024**<br>**£**<br>228,767<br>-<br>15,000<br>-<br>10,341|**Income**<br>**£**<br>319,547<br>4,000<br>4,020<br>7,000<br>-||**2025**<br>**£**<br>12,922<br>7,119<br>2,491<br>22,532<br>**2025**<br>**£**<br>2,003<br>5,993<br>7,996<br>**Expenditure**<br>**£**<br>(208,448)<br>(4,000)<br>(19,020)<br>(7,000)<br>(10,341)|**2024**<br>**£**<br>-<br>6,814<br>2,663<br>9,477<br>**2024**<br>**£**<br>2,529<br>6,405<br>8,934<br>**As at 31 March**<br>**2025**<br>**£**<br>339,866<br>-<br>-<br>-<br>-<br>-<br>339,866<br>**As at 31 March**<br>**2024**<br>**£**<br>228,767<br>-<br>15,000<br>-<br>...CONTINUED|
|---|---|---|---|---|---|
|||||||
|||||||
|||||||
||25,341|15,020||(40,361)||
|||||||
||254,108|334,567||(248,809)||
||**As at 1 April**<br>**2023**<br>**£**<br>259,003<br>-<br>-<br>-|**Income**<br>**£**<br>158,141<br>5,000<br>28,101<br>750||**Expenditure**<br>**£**<br>(188,377)<br>(5,000)<br>(13,101)<br>(750)||



## 16. **Creditors: Amounts Falling Due Within One Year** 

## 17. **Movement in Funds** 

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## **The Brigitte Trust Notes to the Financial Statements (continued) For The Year Ended 31 March 2025** 

|Home visits area based<br>MacMillan<br>**Total restricted funds**<br>**Total funds**|-<br>-|16,118<br>13,788|(16,118)<br>(3,447)|-<br>10,341|
|---|---|---|---|---|
||-|63,757|(38,416)|25,341|
||||||
||259,003|221,898|(226,793)|254,108|



## 18. **Transactions with Trustees** 

None of the trustees received any remuneration or any other benefits from an employment with the charity or a related entity during the current or previous year. 

No trustee expenses have been incurred. 

## 19. **Related Party Disclosures** 

Key management personnel (including directors) received compensation of £34,992 (2024: £33,866) 

## 20. **Company limited by guarantee** 

The company is limited by guarantee and has no share capital. 

Every member of the company undertakes to contribute to the assets of the company, in the event of a winding up, such an amount as may be required not exceeding £1. 

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