MUSGROVE LKL'KAEMIC GROLTP SO.MERSET
RaA%ing funds for the benefit of Patlents in SomcrseÉ
UNAUDITED FIN￿NcIAL STATEMENTS
FOR THE YEAR ENDED 28 FEBRUARY 2026
R'4 GISTERED CHARITY NUMBER 1036580

MUSGROVE LEUKAEMIC GROUP SOMERSET
Raising funds for the benefit of Patients ID Somerset
TRUSTEES ANNUAL REPORT FOR THE YEAR ENDED 28 FEBRUARY 2026
REFERENCE AND ADMIMSTRATIOIY DETAILS
Charity name:
Regist¢red Charity number..
Charity's principaI address:
Musgrove La&aemic Gmup Sornerset
1036580
16 ￿]cIgh Road
BRIDGWATER
Somerset
TA6 7HR
Trustec5:
Mrs Patricia Re&J (Chairy)erson)
Miss JaneAllin (Secretary)
Fth Maureffl Hudson
Mrs Margaret Smith
Mr Bernard Reed (Treasurer)
Mrs Pat Cornish
David Edwards
Professional Advisors
Bankers:
National Westminster Bank plc
26127 Fore Street
TAUNTON
Somersel
Independent Examin¢r:
Monah8ns
Chartered A¢count4nts
6th Floor
Whitefriat3
BRISTOL
BSI 2Nr
STRUCTURE COVERNANCE AND MAliAGEMENT
Musgrove Leukaernic Group Som¢rset is a registered charity and has been Constitut￿ as an
uliincorporated association govemed by a fomial constitution. A copy of the constitution may be
obtain¢d on application to the Secrelary.
Trnste￿ are elected at cach Annual General Meeting but retiTing Truste&s are eligible for Te-
el¢¢tion. The Ofiicers may hold office until Tetir¢ment or by removal at an Am]ual General
Meetin&
Co-opted Trustees may be appointed by the Committee at any time and g¢nerally have special
knowledg¢ or experien(% with leukaemia or relatol conditions. They may serve for sucl) period as
d¢cided by the Committee or by tl)eir retiremenl.

tUSGROVE LEUKAEMIC GROUP SOMERSET
Raising funds for the benefit of Patients in Som¢rset
TRUSTEES ANNUAL REpoirf FOR YEAR EfiDED 28 FEBRUARY 2026
(continued)
OBJECTIVES AND ACTIV￿lEs
The Charity's Objecti￿& and activiliesfor the Public Benefv
The objects of the Group are to reliev¢ persons suffering frotn Leukaemia and associated conditions
by assisting and funding thc treatm&)ts and welfare of such persons at Musgrove Park Hospital,
Taunton Somerset or any other area aUthOris￿ by the rnedica] staff.
The Group carries out thes¢ objeds by:
Sponsoring the medical staff that are considered key by the Somerset NHS Foundation Trust to
maintaining Muswve Park Hospital as a centre for the trcatm¢nt of Leukaemia and other related
diseas&8.
The grants made to nursing staff for training ar¢ in an aspect which when ci)mpleted will enhance
the experience of Leukaemia patients whilst receiving trealrnent for L¢ukaemia and other r¢lated
diseases.
The purchase of equipment and furnitur¢ is made following recommendations from thc rn¢dical
staff with a view to improving the quality of th¢ treatm¢nt and the ￿notiOnal and physical well-
being of both suffers and relativ¢8.
Charity Ory(misalion and History
The Musgrove LeUka￿l¢ Group Somerset was launched in 1978 and is run completely by unpaid
volunteern who abso￿ all their own pers(Inal expenses. There are no paid office￿ and overheads
are kept to an absolute minimum ther¢by ensuring that most of the fLmds raised goes. to the
Haernatology Unit at Musgrove Patk Hospital, Taunton. The hospitsl b&s become a major centre in
the South West for the diagnosis and treatment of Icuka¢mia and relat￿ blo(Kl disordet3.
Jn g¢neral, the aims of the Group are &8 follows:
To maintain Musgrove Park Hospital as a major centre for the diagnosis and treatment of
leuka¢mia and related blood disorders by the most upto4ate t¢¢hniques.
ii)
'fo keep the public infornied on progress being made on the diagnosis and treatment of these
diseases.
Tlie Group meets regularly in Bridgwat¢r and Taunton.

MUSGROVE LEUKAEMIC GROUP SOMERSET
Raising funds for the benefit of Patients in Somerset
TRUSTEES ANNUAL REpoKf FOR THF YEAR ENDED 28 FEBRUARY 2026
(coJAlinued)
Policy is discussed at both Group and Committee meetings, but th¢ Comn)ittee has the duty to
manage the Group and the w)wer to ultimately make executive decisions.
The Gmup has area representative6 coveTing Somerset at Bridgwatcr, Bumham on Seffj Chard and
I]minster, Min¢ht¥d, Tauntoffj and Wellington. The area rq)resentatives act as local contacts
organising events and visiting various businesses, people or other organisations as requir&l. In turn
they report back to Gruup meetings on a regular basis.
ACHtEVEMENfs AND PERFORMANCE
Chairperson'sReport
The ambulatory room in Ward 9 h&s establisbed a successful way of pmviding treatinent to those
patients not rt4uiring to be seen as in-patients. freeing up bed space for those who rcquire oiie.
S¢v¢ral patieiits need to travel substantial distance to receive their treatmenL so the Truqtees are
now in discussions with the N'HS Tmst to provid¢ accomm(MJation in Taunton for those patients
undergoing treatment. This will improve patient well-being.
The wnvfftyion of the condemned batFff(K)m on Ward 9 to a new wet room has completed and
can)¢ in under budget by £3,121 at £34,534, this c05t was accrued in the 2025 awounts.
The Hardship fimd hAS assisted 30 pati¢nts to date with various expaL8&8 tota]ing £13,268.
The MusgTove Leukaemic Group hav¢ approved a new 3-year sponwrship of a pool car, which
commen¢cd in October 2025. to enable the hematology nurses to provide ¢h¢moth¢rapy to patients
in Bridgwater and Wellington hospitals.
Four new chemotherapy chairs have been purGhascAI for Williton Hospitsl to improve the patient's
experience.
The Gmup continue to the sponsorship of Kelly Savva as a Teflexologist on Ward 9. The NHS trust
is now paying th¢ fi￿1 salary of th¢ nurse practitioner.
The Group's website h&s been revamped and is live. It will be updat&l.
Funds are held to support these projects and any oth¢r proj¢ct that falls within our constitution to
cnabl¢ th¢ Taunton and Somerset NHS Foundation Trust to meet th¢ ne￿]S of the pati¢nts.
I would like to thank the officers and comrnittee mffl]bers for their continued commitm¢nt.
TrSela Reed
Chairperson

MUSGROVE LEUKAEMIC GROUP SOMERSET
Ralsing funds for the benefit of Patients in Somerset
TRUSTEES ANNUAL REPORT FOR THE YEAR ENDED 28 FEBRUARY 2026
(continued)
Consultanl's Report
Hello to all and another year which seems to have flown by. I am pleased to report that the MLGS
cAyntinues to r¢main strong. Once again, l am so grnt¢fuJ to all the volunteers and Trustees and
especially Bernard to continue to run the charity. It always astounds me the amount of good will
needed to rLm such an organisation and to all the donors who contribute so g¢n¢rously. AS clinicians
we continue to strive to offer the best care to OUT paticnts in Somerset.
As ¢ver th¢ demands of the NHS continue to grow. Much of tbis repr¢s¢nts success with more
patients able to be offered a range of ever-increasing novel therapies. Many of which have very
acceptablellimited side effect profil&8 rnaking it available to a larg¢r number including frailer
pati¢nts. Not only do these drugs improve qualAty of life but also survival rates. This hug¢ increase
in capactty requires increase in staff and estat￿ and we seem to be growing rapidly out of building
¢v¢n from the relatively new builds. The deparbnent has seen stable staffing levels and been ¢ible to
keep up with the demands of the ever-in¢rcasing service. I mnain grateful to staff for their
pn)fessiona]ism and as such we are pl¢ased to support them where we can.
Support continues in providing furnishings such as Teclining chairs for patienls for the B¢acon Day
uniL ambulatory care unit and our district hospitals. The hardship fvnd continues to provide a
source of vital funds especially for travel and parking for a cohort of patients and has also been
extended to our younger TYA population. The outreach chemo car lease continues to provide a
valuable service of delivering treatment to patients locally. W¢ have b¢en able to 5UPPOrt upgrade
equipment for the stem cell transplant scrvicc. As referred to earlier the issues with capacity and the
lack of &stat&g is becorning a major issue in our quest to offff th¢ b¢st care to our patients, and we
are actively looking at how to supwrt the department with major investments in this area. I hope to
be able to update this in du¢ courJ¢.
As ever, I remain overwhelmed by th¢ generosity of the local population with all th¢ donations as
well as the time and effort of fjjnd raising. We will continue to support our ￿pUlatIOn with these
funds as we strive to provide the best Haematology c4r¢ in the county.
Deepak Mannari
Consultant H2eMatol0￿ 07 May 2026.

MUSGROVE LEUKAEIMIC GROUP SOMERSET
Raising funds for the benefit of Patients in Somerset
TRUSTEES ANNUAL REpoKf FOR THE YEAR ￿￿'DED 28 FEBRUARY 2026
(continued)
FINANCIAL REVIEW
Treasurers Report
The total raised for the year ended 28 Febn￿ry 2026 amount￿ to £47,746.
The total expenditure for the year ended 28 February 2026 is £30,975.
The total raised since fonnation as of the 28 of February 2026 is £4,179,552.
The year ending February 2tY26 has seen a level of fundraising that is consistent with the Groups
lin)ited ability to generate fijnds. The continued support of our regular contributOTS, donors, and
frifflds plus the dedicated work of the Trnstees and Members is essential to enable the Group to
continue to support projects at Musgrove Park Hospitsl.
The cost of the conversion of the condcmned bathmom on Ward 9 to a wet room was quoted at
£38,540, it came in under budg¢t at £34,534. There remains a retention of £885 to b¢ paid in August
2026 and therefor¢ there h&8 b¢¢n an accrual rcversaj of £3,121.
Discussions have commen¢¢d with the maj1￿1 team reganling providing ac(x>n]modation for those
patients receiving treatment in the ambulatory room that liv¢ substantial distsnce from the hospital,
this project would rquire the Group providing a substantial grant.
The Trustees, m¢mb¢rs and volunteers absolb all their own expense4 so overheads are minima] and
are CUT￿tlY under Iyo of funds raiscd.
The Musgrov¢ L¢uka¢mi¢ Group som￿set is in a sound financial position because of the retain¢d
nd5 held.
Detailed accounts are attach￿ for inspection.

MUSGROVE LEUKAEMIC GROUP SOMERSET
Raisillg funds for the benelh of P8tieDts in Somerset
TRUSTEES ANNUAL REPORT FOR THE YEAR ENDED 28 FEBRUARY 2026
(continued)
Reserv&s Polley
Musgrove Lcukaemic Group Somerset (MLGS) retsins r¢s¢rv¢s, and this document explains our
policy.
In defining this policy, the T￿St￿ have considered:
l) Income forecasts for future years considffing the r¢liability of each source of income and the
potential for securing new income from alternative sources.
2} Expenditure forecasts for ￿t￿r¢ y¢ars.
3) The need to hold reserves should a m¢dical breakthrough necessitste the urgent pUrch￿C of new
equipment.
4) Th¢ ned to hold r¢S¢ry￿ to m¢¢t our immfyliate commitmfflts should income levels drastically
fall.
Th¢ Group attempts to maintsin r¢s¢rves of approximately £2(K),(KK). which is rq)resented'by cash
on sbort-terni deposit and in the Group bank accounts. The presalt level of retsin￿ ￿ndS results
from s¢v¢ra] 1¢ga¢1￿ rec¢ived in th¢ financial year ending 2022, it is not the ttustee's intention to
hold these funds as reserv&8.
Th¢ Trust¢e's are in d]￿Ussion wilh the NHS trust regarding establishing accommodation for
patients using ihe ambulatory room for treatmenL this project would requir¢ a substantxal grant from
th¢ MLGS, thus rcducing th¢ fimds h¢ld.
The Group believes it is prudent to ke￿ this level of surplu8 to:
l) Bnsure the Group Can maintaili its comn]ittnent to fund rcsearch salari¢s and consumables
for year periods and to be able to so even if income levels should substantially fall for a
period sufficient to allow alt￿native arrangements to be made.
2) To provide equipment on urgfflt requ&st if the ne¢d should arise.
3) To act as a buffer against any unforeseen eventuality.
Our levels of resffves are constantly monitord and revieweAI both at GTOUP meetings and
Cominittee me£tings.
The present level of Reserves is considerfyl appropriate to enable the Group to m¢¢t our
commitments for the fmancial year ￿dIng 2027. The legaci&% received in 2022 h&8 Tesulta in the
Musgrov¢ L¢ukaani¢ Group Som¢rs¢t being in a strong fIn￿]cial position.
Bernard Reed
Hon. Treasurer.

MUSGROVE LEUKAEMIC GROUP SO.MERSET
Raising funds for the benefit of Pallents in Somerset
TRUSTEES AINNUAL REPORT FOR THE YEAR ENDED 28 FEBRUARY 2026
(continued)
Trustees, annual report
The Musgrove Leukaemic Group Somerset (MLGS) was fornied in April 1978 by parents whose
children were vnd¢rgoing treatment for leukaemi& Due to the limit￿[ faciliti¢s at Musgrove Park
Hospital they had to visit hospitals in southam￿On and Bristol for treatm¢nt, placing severe strain
on the fatnili¢s,
The Present Truste6s are a group of p¢oplc continuing to fijndratse to improve tbe fa¢iliti&s for
leukaemia and lymphoma patients and their families in Somffset.
The fiwds rais￿ by Ihe MLGS are utiliS￿ to purchas￿ quipment for the wards to improve the
experi¢n¢¢ of patients whilst undergoing treatment.
The MLGS has now raisd over £4 Million, 950/0 of which hasfis being made available to Musgrov¢
Park 14ospitals' HaematologylOn¢ology and Children's Lnit becau￿ all the Trustees and mernb¢rs
services are voluntary.
The T￿￿te¢S will WOTk with th¢ M￿l¢al team to provide facilities to improve the patient experience
whilst they are receiving treatment.
The funds are rnised by various means but principally from donations including legacies,
collections, and other fL￿draiSing eveuts.
Ow aim is to continue to rdiS¢ fimds to improve the hospital experience for leukaemia and
lymphoma patients.

MUSGROVE LEUKAEMIC GROUP SOMERSET
Raising funds for the benefit of Patients in Somerset
TRUSTEES ANNUAL REPORT FOR THE YEAR ENDED 28 FEBRUARY 2026
(continued)
STATEMENT OF TRUSTELS RESPONSIBILITIES
Charity law requires th¢ trust￿ to prepare fmancial statements for each financial y¢ar which show
a true and fair view of the state of affairs of the charity and its financial aclivities for that period. In
' preparing those financial statements, the trust¢¢s are required to
Select suitable accounting poIicies and then apply them coiisistently"
Make judg¢m¢nts and estimat&s that are reasonable and pnulent;
Stst¢ whether applicable ac￿UntIng standards and statements of r￿ornmended practice
have been followed, subject to any departure disclosed and explain￿ in the financial
statemsllts, and
Prepare the financial statements on the going Concern basis unles5 it is inappropriate to
presLmie that the charity will continue in operational existenc¢.
The Trustees are responsibl¢ for keeping pruper accounting records which disclose with reasoiiable
aC￿racY at any time the financial wsition of the charity and to enable thtin to ensure that th¢
financial stat¢ments cornply with the ChaTities Act 2011. They are also responsible for
saf¢guardin8 the a￿ets of th¢ charity and hence for tAking re&8onable steps for tlie pr¢v¢ntion and
detection of fraud and other irreguIarities.
DECLARATION
The TnTst¢48 declare that they have apprnV￿ the Thjstees, Rqx)rt.
Signed on behalf of the chwity's trust¢¢s:
Tricia Reed
Chair

MUSGROVE LEUKAEMIC GROUP SOMERSET
Raislng funds for the benefit of Pallents ID Somerset
Independent Exarniner's Report to the Tnvtstees of Musgrove Leukaemic Group Somerset
I reEx)rt on the accounts of Musgrove Leukaemi¢ Group Somerset for the year ended 28 February
2026 which are set out on pagas l O 10 14.
Respe¢tive responslbilities of trustees and examiner
Tli¢ charity's trustees are K8ponsible for the preparation of the accounts. The charity's tsvstees
consider that an audit is not requireil for tbis year under se¢tion 144 of the Charities Act 2011 (the
Charities Act) and that an indq)¢ndcnt examination is neal¢d.
It is my responsibility to:
examin¢ the accounts undcr section 145 of the Charities Act.
to follow the procedures laid down in the general Directions given by the Charity
Commissioners (under seclion 145 (5) (b) of the Charities Act). and
to state whether particular matteL3 have come to my attention.
Basi8 of independent examiner's report
My examination was &grrid out in accordance with the general Directions given by the Charity
Commission. An examination includes a review of the accounting re(xTrrds kept by the charity and a
coniparison of the accounts presentaj with those records. It also includes ¢onsideration of any
unusual items or disclosures in the accounts and seeking explanations from you as trnstees
coiicerning any suth matt¢rs. The procedures undataken do not provide all the evidence that would
be required in an audit, and consequ¢nily no opinion is given as to whether the accounts present a
'true and fair, vie1￿ and th¢ re￿rt is limited to those matters set out in the statement below.
Jndependent examiner's statement
In connection with my examination, no mattw has come to my attention:
i)
which giva8 rne reasonable caus¢ to believe that in, any material respe¢l the requirements
to keep aC￿Unting rccords in accordance with section 130 of the Chariti&s Act. and
to prepare accounts whi¢h accord with the aw)unting rec4)rds and comply with the
accounting requirements of the Chariti&8 Act have not been m¢: or
2)
to which, in my opinion, attention shou]d be drdwn in order to enable a proper
understanding of the accounts to be r¢ached.
Mark Powell
Monalians
6 Floor
INhitefriars
Lewins Mead
Bristol
BSI 2NT
Date: Ir r_ 2•1

MUSGROVE LEUKAEMIC GROLP SOMERSET
Raislng funds for the benefit of Patlents in Somerset
STATEMENf OF FllYLNCIALACTtVlTIES
FOR THE YEAR ENDED 28 FEBRUARY 2026
LMr¢stricted Restrlcted Total Funds Total Funds
Funds
Funds
2026
2025
INCOME & EXPENDITURE
Incomning Resources
Donations, legacies and similar incorning resour￿.
Donations
Fund Raising
Collections
Covenants & Gifi Aid
(including tax recover￿1)
7,529
9,945
1.299
7,529
9,945
1,299
12,043
6,355
1,142
2,039
2,039
1,920
Investment Income:
Bank Interest
26,934
26,934
33,149
TOTAL INCOMING RESOURCES
47.746
47,746
54,609
Resources Expended
ote
Direct Charitabl¢ Expenditure 2
Fund Raising and Publicity
Management and
Administration
29,486
29,486
196
93,425
681
1,293
1393
1,090
TOTAL RESOURCES EXPENDED
30,975
30,975
95,196
NET (OUDIIYFLOW OF
RESOURCES FOR THE YEAR
AND MOVEMENf 11¥4 FUNDS
16.771
16,771
(40,58D
BaIan￿ brought forward at
l March 2025
870,682
870,682
911,269
BAI.ANCES CARRIED FORWARD
AT 28 FEBRUARY 2026
887,453
887,453
870,682
10

MUSGROVE LEUKAEMIC GROUP SOMERSET
Ralsing funds for the benefit of Patients in Somerset
BALANCE SHEET
AS AT 28 FEBRUARY 2026
2026
2025
Note
CURREI¥T ASSETS
DebtorJ
Short tern) deposits
Cash at bank and in hand
657
825,951
69,946
623
800,000
114,174
896J54
914,797
CREDTTORS: Amounts falling due within one year
9,101
44,115
TOTAL NET ASSETS
887,453
870,682
Funded by:
UNRESTRicfED FUNDS
General Fund
887,453
870,682
Th&8e accounts approved by the Truste¢s on. / o frL foN<20
Bernard Reed
Treasurer
For And on behalf of the Trustees
Jan¢ A
Secretary

MUSGROVE LEUKALMIC GROUP SOMERSET
Raising funds for the benefit of Patients Ill Somerset
NOTES TO THE ACCOU.Yrs
FOR THE YEAR ENDFD 28 FEBRUARY 2020
ACCOUNTING POLICIES
Accounting bas1$ and standards
The financial statetnents have been prepared under the historical cost convention and
in ac￿rdance with applicable accounting standards, the Charities SORP (FRSI 02)
(Accounting and Reporting by Charities) and wmply with the Charities (Accounts
and Report5) Regulations 2008 issued under the Charities Act 2011.
b)
Voluntary Income
Voluntary income is receivd from a number of source4 including donations,
coll¢¢tions and oth¢r fund raising events. Such inwine is included in full in the
incornc and expenditure account when received.
Restricted and Unrestricted Funds
Where appropriat¢, the accounts distinguish betwe￿1 restri¢t&J and Unr￿l¢t¢d
funds. The fornler are receiv¢d from donors and are subjecl to restrictions on the
puryose for which they may be Us￿. Unrestrict￿￿ funds are those where there aTe
no externally imp)sd r&strictions which the charity may use at its discretion to
achieve it5 objectives.
In the opinion of the Officers the Charity do&8 not operat¢ any restricted fimds.
Short Term D¢po$lts
Short temi deposits repr&sent monies plac￿ on deJK)Sit with National Westminster
BaDk Treasury R&seTve Centre.
Bank Interest
' Bank Interest is ¢rditeA to the income and ¢xpenditure account wb¢n received.
Covenants
Covenants are creditcd to the income and expenditure account when received.
Provision is mad¢ for recova?ble income tax arising frorn the covenants.
12

I￿UsGRoVE LEUKAEMIC GROUP SOMERSET
Rajsing funds for the benefit of Patients Somerset
NOTES TO THE ACCOL'IW3
FOR THE YEAR E,YDED 28 FEBRUARY 2026
(Continued)
Taxation
Musgrove L¢uka¢mic Group Somerset is a registered charity and the results of its
nonnal activiti￿ are not liable to cOr￿TatiOn tax.
Unrestricted Restricted Totsl Funds Total Funds
Funds
Funds
2026
2025
DIREcf CIIARITABLE EXPENDITURE
(Amounts payabl¢ in fi]rtherdn¢¢
of the Charities objects):
Clinical unit grants
Coinplimentary medicine ￿nts
Chernotlittapy wol car grant
17,881
6,875
4,730
17,881
6,875
4,730
90,245
3,180
29,486
29,486
93,425
The above grants were mad¢ in support of Musgrove Park Hospital in Taunton.
FUND RAISING AND PUBLICITY
Fund raising costs
Publications
480
201
196
196
196
196
681
13

MUSCROVE LEUKAE.MIC GROUP SOMERSET
Raising fuDds for the benefit of Pydtients in Somerset
NOTES TO THE AccouNrs
FOR THE YEAR ENDED 28 FEBRUARY 2026
(Continued)
Unrestricted Restri¢led Total Funds Total Funds
Funds
Funds
2026
2025
MANAGF,MENT AND
ADIWINISTRATION OF CHARITY
Public liability insurdnce
Independent examiners f￿6
Letterhead paper
591
702
591
702
580
480
30
1293
1,293
1,090
DEBTORS
Income tax recoverable
657
623
REDITORS: Amounts falllng due withln one year
Accountancy a¢cnMI
Clinical unil ￿ntS accrual
Complim¢ntary M￿1clne accrual
576
3,630
4,895
450
43,665
9,101
44,115
Balance Net movement Balance
1.3.25
funds
28.2.26
UNREsr￿cTED FUNDS
Geiieral Fund
870,682
16.771
887,453
14