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2021-03-31-accounts

My Wish Charity (Registration Number 1049223) Annual Report 2020/21

My Wish Charity

Index

CONTENTS Page No
Trustee Annual Report 3 to 31
Annual Accounts:
Statement of Trustee’s Responsibilities 32
Auditor’s Report 33-34
Statement of Financial Activities 35
Balance Sheet 36
Statement of Cash Flows 37
Notes to the Accounts 38 to 46

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Foreword by the Chair of the Trustee of My Wish Charity (formerly West Suffolk Hospital Charity)

Welcome to our annual report for 2020/21. We are a Trustee body established as a separate legal identity from the West Suffolk NHS Foundation Trust (“The Trust”) but work with them in partnership for the benefit of NHS patients and their families from West Suffolk and the surrounding area.

We exist to further improve the provision of high quality patient care throughout the Trust, focusing on the use of modern technology in areas not covered or fully supported by central NHS funds.

Key highlights of our year:

Your donations made this work possible and your future donations are key to our continued success.

This is my fifth report as Chair and I would like to thank the volunteers who fundraise and help us, my fellow board members, and the volunteers who work alongside the professional staff of the Trust.

I hope that like me you will be inspired by our plans. If you would like to donate, details about how to do this are set out at the end of this report. Please support us, as every pound donated counts.

Sheila Childerhouse Date: 7 December 2021

Chair

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Who We Are

My Wish Charity is an independent registered charity (registered number 1049223). We exist to raise funds and receive donations for the benefit of the patients of West Suffolk NHS Foundation Trust. By securing donations, legacies and sponsorship, My Wish Charity can provide the ‘icing on the cake’ to make a real difference for the patients, their families and the staff who look after them.

Providing both acute and community care, the Trust is our key partner in fulfilling our charitable aims.

We would like you to support us in our crucial work, so please read on and let us tell you more about ourselves, what we do, what we have achieved and how we go about spending the money given to us.

Our mission

By raising new money and careful management of our existing funds, My Wish Charity is able to fund expenditure to seek to support the aims and objectives of West Suffolk NHS Foundation Trust and the organisations it works with ‘To serve the patients and their families receiving services from the West Suffolk NHS Foundation Trust by funding facilities, equipment, training, education and to support associated healthcare and complimentary services for patients.’

Payments are made in accordance with charity law, our constitution and the wishes and directions of donors. In making payments, we endeavour to reflect the wishes of patients and staff by directing funds towards areas they tell us are most in need. During the year 2020/21, payments of £549k were made. Our future plans are to continue to raise our level of fundraising that will help us work with our NHS partner to transform the health prospects for patients in our community.

The directors of West Suffolk NHS Foundation Trust acting on behalf of the Corporate Trustee believe they have complied with their duty to have regard to the Charity Commission’s public benefit guidance when exercising any powers or duties to which the guidance is relevant. This is demonstrated by our activities throughout the year

What we have achieved: highlights from the activities undertaken in the year

Our key aim is to serve the NHS patients of West Suffolk Hospital, Newmarket Hospital and the community services that West Suffolk NHS Foundation Trust provides for the public benefit. By working with the NHS we assist patients of every walk in life, irrespective of race, creed, ethnicity or personal or family financial circumstances. We put this aim into practice by helping the patients, their families and carers, and visitors to the hospital by:

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We do this through a range of programmes funded by you, our generous donors. Highlights from the main programmes undertaken in the year are detailed below to give you a wider understanding of the difference we can make together to patients today and in the future.

During that last year, sadly we were overcome with Covid 19, we knew straight away that we needed to support our very overworked staff in the best ways possible. We set up our Covid 19 appeal and very quickly realised that our amazing community wanted to support this. Below are some examples of what we have been able to do with this support, we are also extremely grateful to everyone that went above and beyond not just by donating money.

We have been able to fund the Trust to employ extra staff members;

Items for staff and patient wellbeing and support;

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The Charity once again has been extremely well-supported by our local community, and for this we are extremely grateful.

Young Finley Mayes made the best use of his time away from school during lockdown to raise money for charity.

The seven-year-old, who lives in Kedington, ran a mile a day in aid of the Help Your NHS Hospital Covid-19 appeal.

The appeal supports the work of the West Suffolk Hospital, and is aimed at supporting patients and also the staff at the hospital in Bury St Edmunds during the pandemic.

He said he and his mother Sophie, who works part time as a social worker at the hospital, thought it would be “a helpful job” to raise money to support the NHS after being inspired by the “Clap for Carers” campaign and because staff have been doing a “brilliant job” looking after people with Covid-19.

The Kedington Primary School pupil had an initial target of £100 but exceeded that by raising a total of £385.

Sophie said: “We ran a mile every day during May just before Finley went back to school the middle of this month.

“When we started doing the ‘Clap for Carers’ that kind of gave us the idea of raising money for the hospital.

She praised all the people who supported them and added: “It was also nice to get out and about and get some fresh air and doing something healthy during the lockdown.”

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And Finley added: “The first few days were fairly easy but it got harder and harder.

“Some days I had to do it on my own (when his mother was at work) and I then had to run around the front of the house in our little garden area.

“I was running one day and I tripped over and fell and hurt my knees but I kept going and they are all better now. I just wanted to raise the money for the NHS.”

Josh Wright set himself a challenge which really tested his strength both physically and mentally.

The 26-year-old customer service manager ran a total of 13 half marathons in 13 days in a bid to raise money.

He originally set his fundraising target at £750 but smashed his target by far, his final figure was an incredible £1,779!

Raising money for the charity is nothing new for Josh as his previous escapade was running a half marathon with his dad, Leslie and holding a 24-hour gaming session with friends. These raised £1,283 for the appeal.

And he has also been involved with the Soapbox Challenge being part of the HS Direct team where he works from its site on the town’s Moreton Hall Estate, in Skyliner Way.

Josh said: “I did a half marathon last year at the Norwich Showground and I wanted to do a bit more this year so decided on the 13 in 13 days.”

“The 13 runs were all round Bury from my home and all different routes and I did them after I’d finished work as I’m now working from home,” he said.

Sally Daniels, appeal manager, said “Josh is such an inspirational fundraiser. He takes on these crazy challenges and just works so hard to raise money for us. We really are so grateful”.

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Caring youngsters Ella and Cameron Fisher brought a ray of sunshine into the lives of NHS staff at the West Suffolk Hospital after making luxury goody bags.

They contained an array of items including soaps, snacks, water bottles, tea bags, notebooks, pens, chocolate treats, candles, cream tea vouchers, shower gel and hand cream.

And some of the bags even contained drawings by comedian Keith Lemon as he wanted to get involved after seeing what the pair were up to via their Instagram social networking site.

And Ella, who has just turned 13, and her 11-year-old brother, who live in King Edward VII Road, in Newmarket, have also had other celebrities and famous people backing them via their website including Davina McCall and Kym Marsh.

They initially set up the project after spotting the short supply of personal protection equipment for hospital workers.

The youngsters wanted to do more as a thank you to the amazing NHS staff and decided to make and fill shoeboxes containing surprise gifts. They contacted businesses who gave them a host of items to the children and they set up a fund to purchase items after people asked if they could donate money.

Soon the shoeboxes were filled so they turned to creating the bags and so far 350 have been given out with three hospitals benefiting from their efforts … Addenbrooke’s, Newmarket and the West Suffolk, in Bury St Edmunds.

Their mother Emma said: “They said they wanted to support the NHS workers as a thank you and it just grew from there.

“The children are always looking for things to help raise money for charities and we have had a lot of dealings with the NHS and we are always grateful to them.”

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Friends and neighbours came out of their homes to watch five-year-old Olivia-Rose Lawrence walk past them on her way to raising over £1,300.

The five-year-old was gaily dressed in a robot costume and walked two miles round the Howard Estate, in Bury St Edmunds, during lockdown.

And the money she raised has gone to the My WiSH charity, which supports the work of the town’s West Suffolk Hospital, and has been directed towards the WiSH Upon A Star appeal and the critical care unit.

Olivia-Rose, who is a pupil at the Guildhall Feoffment Community Primary School, came up with the idea for the fundraising initiative and took inspiration from Capt Sir Tom Moore who raised millions for NHS charities for walking laps of his garden.

Her father Tony, who ran three marathons in five weeks last year raising £1,000 for the hospital charity, said that his daughter came up with the idea and wanted to do something to support the West Suffolk and collected a total of £1,362.05 from her efforts.

His runs were in memory of his father Malcolm who was treated at the hospital back in 2017 and was also significant for his daughter’s fundraising.

“She effectively walked round the block two times,” he said. “And it was an impressive amount of money that she raised.

“She saw Capt Tom on the television and wanted to raise the money. She’s a kind-hearted girl and wanted to do something similar for My WiSH. She was pleased and very excited when she finished.”

The money came from family and friends plus a collection she made on the route round the estate as people came out to watch her.

Tony added: “There was a lot of people who came out and supported her and I am really proud of her and so happy that she wanted to do something.”

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Neil Baxter was a man on a mission during lockdown.

The photographer from Bury St Edmunds went out snapping iconic images of people and their families adjusting to the Covid-19 restriction with the clients donating money to charity.

He raised a total of £1,220 for My WiSH Charity, with the money directed towards the Help Your NHS Hospital Appeal, set up during the pandemic.

He visitied people mainly from in and around the town and including places in Stowupland, Rattlesden and Brandon and as far afield as Norwich, taking doorstep portraits and he particularly enjoyed visiting those families which got creative depicting their life during the pandemic.

Neil photographed one family where the daughter had embraced home baking, the son had barely got off his games console and the mum had enjoyed the odd tipple.

His first shoot was of a couple celebrating their seventh wedding anniversary – who he also photographed on their wedding day.

“I’ve loved taking pictures of those who want to tell their lockdown story, where they have taken a bad situation and embraced it,” said Neil. “I’ve had requests from all over for me to come and take doorstep pictures, even as far afield as Norwich.”

Neil asked for donations per shoot from clients with all proceeds going to My WiSH.

He said: “Once isolation kicked in it meant I was months staying in the house doing nothing and when people started doing the ‘Clap for Carers’ I saw a few other people raising money for the NHS and felt I wanted to do the something.

“I had seen a few other photographers taking pictures on people’s doorsteps and in years to come it could be a keepsake for them to help them tell their story of the pandemic. I thought that I could offer this doorstep scheme and people could donate whatever they think it’s worth.

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“I must have done between 100 and 200 houses during that time. It’s something to say thank you to the NHS and every penny that they get helps, especially when there’s a global crisis going on. And it has got me out of the house.”

Sue Smith, head of fundraising, said “Neil has taken some amazing photos which have really captured family life during lock down. We can’t thank him, and all his models, enough for their support.”

The caring and life-saving work of staff on the Macmillan Unit at the West Suffolk Hospital, in Bury St Edmunds, is something that Tracey Feeney has much to be thankful for.

She ran an impressive 10k to raising funds for the department which potentially saved the life of her husband Gareth who had a rare blood disease called immune thrombocytopenic purpura (ITP) as her way of repaying the treatment he received.

She raised a huge £981 for the Macmillan unit at the hospital which is incredible as she had set her target at £500!

Tracey, who lives in Bury St Edmunds, said her 34-year-old husband was diagnosed with the complaint in July 2019 and has been receiving treatment since then.

ITP is a bleeding disorder in which the immune system destroys platelets, which are necessary for normal blood clotting.

People with the disease have too few platelets in the blood. The normal platelet count is between 150 and 400 thousand million platelets per litre of blood but at its worse Gareth’s count was at eight.

It meant he had a critical count at risk of internal bleeding or bleeding on the brain and when platelets get this low you must stay in hospital to be prepared for a transfusion if a bleed occurs.

Tracey said: “Gareth spent a lot of time in the West Suffolk Hospital and in particular the Macmillan Unit where he had countless appointments and tests with the haematologist doctors and nurses and countless phone calls and sudden hospital visits at all hours. They were always so friendly and helpful and just made the entire nightmare as easy and

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comfortable as possible, despite the hours spent waiting for platelets to rise and test results. It kept on yo-yoing all the time.

“It is mostly due to these amazing people in an amazing unit why he is in remission and back to full(ish) health again although there has been a couple of times when he has felt unwell.

“Although in remission, it could come back at any time with a vengeance and regular appointments and tests are ongoing for the foreseeable future. The Macmillan ward at West Suffolk Hospital and the doctors and nurses working there potentially saved Gareth’s life.

“I want to give directly back to this unit and I know that no amount of money will ever be enough, but I believe the unit would greatly benefit from money raised and I’m hoping to try and raise as much as possible to show our gratitude.

“There was never a truer saying than every little penny counts, especially for a unit such as Macmillan. The pennies are potentially the difference between life and death.”

Golfers, donors, plus a series of fundraising initiatives helped to raise £10,000 to support the work of carers of dementia patients at the West Suffolk Hospital.

A Captains’ Charity Day, held at Stowmarket Golf Club, attracted 96 participants split into 24 teams of four, with each team paying £160; a total of £242 was made from a cake sale; while additional money came via a bottle on the bar at the clubhouse and an auction along with suppliers to the business of men’s captain Martin Anderson donating between £2,000 and £3,000 towards the fund.

Mr Anderson linked up with ladies’ captain Joan Hunter, and senior’s captain Ian Hay for the golf day which was held in July last year.

But the coronavirus pandemic delayed them handing over a cheque to the My WiSH Charity, which supports the work of the hospital, in Bury St Edmunds, with the money directed towards the Forget Me Not Dementia Appeal.

Mr Anderson, who was the club captain for 2019/2020, said they chose the appeal which was close to his heart as his mother suffered from the complaint and died in January 2017.

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“I wanted to do something to raise money for the dementia campaign as my mother died from dementia and we all agreed to do it for the same charity,” he said. “And we only just got round to doing the presentation because of the coronavirus restrictions. Many thanks to the members and sponsors for their generosity and support throughout the year.”

The money raised will be used to buy a digital reminiscence machine (DGM) and fund music and art therapy sessions for patients.

The DGM is known as a RITA (Reminiscence Interactive Therapy Activities) and is like a television crossed with a tablet. It has a touch screen and allows patient to watch TV, play music, but also play games such as bingo. It helps calms the patient, reduces falls as they are less likely to get out of bed and wander and increase patient experience.

They cost £5,000 each and the money raised by the golf club will be used by the Keeping In Touch team who work with patients across the hospital, helping them to feel less isolated and keeping them connected with their loved ones.

Maggie Woodhouse, the dementia practitioner, said: “We have a monthly dementia audit across the hospital recording that 25% to 30% of our patients are affected by dementia, delirium or confusion so supporting these patients enables a better experience and better outcomes on discharge. This interactive equipment is aimed at patients who are anxious about the hospital environment and can be used to avoid agitated behaviour and to increase the patient experience, they can be personalised to the patient, using music pictures, films and activities.”

And Sally Daniels, My WiSH fundraising manager, added: “The amount raised by the golf club is just amazing and we can’t thank Martin, Joan and Ian enough for their support. As Maggie said, we have a large number of patients who will really benefit from using the equipment and also the therapy sessions. We are so proud to continue to support our Forget Me Not Dementia appeal to ensure that, not only is the hospital stay the best it can be, but that the experience is actually enriched.”

Jasmine Ackland has lost her long locks.

But it has all been worth it. For not only has 14ins of her hair gone to a good cause it has also helped to raise money for My WiSH Charity.

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The 14-year-old got a new look and confused many of her school friends at the Mildenhall College Academy, some who struggled to recognise her.

For along with the enforced absence from the college due to Covid-19 and her short hairstyle she has taken on a totally new look.

She had it cut at the Creative Hair Salon, in Thetford, and at the same time has raised £357.50 thanks to the support of family and friends and teachers at the academy. The money has been directed to the Butterfly Appeal which is run by the charity.

Her mother Rachael, who is head of science at the college her daughter attends, said that it was difficult for her to have her hair cut as she has a “tic” but her hairdresser Stephanie Fenton was “very patient and understanding.”

Jasmine has mental health problems and has been treated at the hospital for her complaint which helped her also decide on raising money for My WiSH Charity.

Rachael said: “She did not want to do it for a big national charity but a local one.

“She has had her hair long all her life but she likes her short hair now. It was a shock when she went back to school as people could not recognise her as they had not seen her for six months. It was a major change for her and some people thought that she was transitioning into a boy.”

Jasmine also feels that cutting her hair has given her a fresh start.

Sally Daniels, fundraising manager, said “Jasmine looks great with her new cut. It’s fantastic to hear that her fundraising has not only benefited families across west Suffolk but has also been a real boost to her own self esteem.”

The generosity of members of a masonic lodge in Bury St Edmunds has helped to purchase devices to help and reassure patients having MRI scans.

They have come after Bob Rider attended the West Suffolk Hospital where he is being treated for cancer.

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The charity steward of the Solea Masonic Lodge had an MRI scan and discovered that the department needed a new way to play music for patients having scans as their iPods were broken.

So Mr Rider approached his members for funds and they came forward and supplied two Amazon Fires, at a cost of £50 each, which will mean patients can choose music and also children will be able to play games while they wait.

He said: “I had an MRI scan and they asked me what music I would like. When I came out I asked one of the nurses what happened with the music as it wasn’t working. She explained that the iPods were broken and so I said I would see if I could do something. I went to the Lodge and we obtained the two devices.”

He said the 42 members of the Lodge have a charity fund and raise money which funded the Amazon Fires which were handed over the My WiSH Charity, which supports the work at the hospital, in Bury St Edmunds.

Claire Moore, the MRI superintendent at West Suffolk, said: “We are incredibly grateful for these devices. They will allow us to play music to patients, upload MRI safety apps and show children videos or cartoons designed to reassure.

“The thought of MRI is quite intimidating, we do all we can to reassure patients but offering our patients music is a focus for them. Feedback is always positive with statements such as ‘listening to ‘Mr Blue Sky’ helped take my mind off the scan.’ The patients leave feeling that the experience was not as bad as they had feared and music choice is always an ice breaker for our nervous patients.

“Thank you on behalf of staff in MRI and all patients who will benefit.”

Sally Daniels, fundraising manager, also thanked the Solea Lodge and added “As a charity, our aim is to provide the extras that the NHS cannot. Thanks to people like this we are able to do that and we can’t thank the Masons enough for their continued support.”

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A couple from Cavenham cycled the equivalent of 300 miles to France in a bid to raise money for the bereavement and labour suites at the West Suffolk Hospital.

Molly and Jack Deal carried out the ride from their home on a static bike riding the distance from Bury St Edmunds to its French twin town of Compiegne.

And their bid to raise the money comes after their daughter was born prematurely at the hospital on New Year’s Eve at just 16 weeks and six days.

Twenty-seven-year-old Molly, who is a sales executive at Treatt, said: “On the most difficult day of our lives, the midwives at West Suffolk Hospital gave us the most amazing support and kindness. To them they are just doing their jobs, but to us they are heroes.

“We named our daughter after one of the midwives who looked after us during our time in hospital.

“We were made to feel comfortable as possible on the labour ward and appreciated the personal space provided by the bereavement suite.

Molly and Jack, 31, who is an accountant, named their daughter Kendall and the couple want to recognise the very special care and attention they both received following their loss.

Molly added: “All the midwives were so caring as it was such an awful situation for us but they helped us to make it more bearable. They were just there for us and they were there for us until we went home.

“The support that we had we did not expect and we had a service for Kendall.”

A campaign to fund the bereavement suite was set up by the My WiSH Charity which supports the work of the hospital and was opened in July 2018.

It provides a calm, comfortable space where families will be able to receive psychological and practical support following the loss of a baby.

Three rooms have been decorated and consist of the main bedroom, wet room and a kitchen/sitting room which is also used for counselling purposes.

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Alex Badman, of Bury St Edmunds and who worked at RAF Mildenhall as operations flight deputy commander 100th Air Refuelling Wing for eight years, died in February this year of corona virus.

His daughter Katie described Alex as a loving father who always cared about children.

“His big white beard meant he was often asked to don a Father Christmas costume to hand out presents to local children in Bury St Edmunds, RAF Mildenhall and further afield,” she said.

A fund-raiser set up in his memory raised a staggering £9402!

Alex supported My Wish over several years before his death, including convincing a team from RAF Mildenhall to take part in one of the charity’s Soap Box Challenges.

The family’s connection to the charity meant they wanted to fund-raise for the #25 Appeal which supports the hospital with play therapist.

A play therapist is someone who is employed by the hospital to make visits for children more fun and less scary, in turn potentially preventing future hospital phobia.

Sally Daniels, fund-raising manager for My Wish, said the Badman family, including Jill, Alex’s wife, had been active in the charity in recent years.

“The Badman family have been great supporters of My WiSH Charity with both Jill and Alex supporting us over the years,” she said. “Alex was kind enough to share his extensive engineering knowledge with our soapbox teams back in 2019 and we know this was invaluable to everyone.

“The amount raised by the family just highlights what a special man Alex was so from all of us here at the charity we would like to express our sincere condolences and thank everyone for their donations.

“The difference the play specialist will make to our young patients means Alex is certainly leaving behind a legacy that will benefit our future generations.”

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Six workmates from the Tesco store, in Newmarket, have helped to raise over £1,000 for one of the wards at the West Suffolk Hospital.

It came after one of their team at the store suffered a stroke back in July last year and was treated by staff on G8, the stroke ward of the hospital, in Bury St Edmunds.

George Carter, Luke Milner, Mark Masterton, Andrew Robertson, Connor Stanley and Louise Baron ran a half marathon last month.

They had initially set a target of £500 but the final result was double that amount with £1,070 being handed over to the My WiSH Charity.

The six, who all work in the backroom of the store dealing with the huge online shopping demand, decided to carry out the fundraising initiative after their colleague Mark Davy had the stroke. They wanted to raise the money for the ward as a way of thanking staff for the care they gave to the 31-year-old.

The run started from the store in Fordham Road and went via the High Street, past the stables and along Exning Road and back to the store.

George said: “We did not expect to get that much money but we were thrilled as Mark had had a tough time.

“It was out of the blue really, he had the stroke and lost the movement on his left side.

“Everyone did it in under three hours with one doing it in under two hours and two more just over the two-hour mark.

“We stayed together for the first 10k and we all had our own targets that we wanted to get to but it started chucking it down with rain towards the end of it.”

Mark was on the stroke ward for four-and-a-half weeks after losing the movement in his left arm and left leg.

He said: “I was out and about during the day and I stayed up a bit late but when I went to bed at about midnight it all started and the room started spinning. I had to bang on the wall to get attention from my dad who called the paramedics.

“All the nurses and staff at the hospital were brilliant along with the physios and I was determined to walk out of the hospital unaided.

“I am starting to walk a bit and try and walk every day between three and four miles and go to see the physios for two hours a week.”

He uses a SaeboFlex, which is a high-profile splint used to support and assist the movement of the hand and arm, and added: “My hamstring is still a bit weak but I am determined to get back to normal since day one and have had long-term goals.”

He paid thanks to his six workmates for carrying out the fundraising initiative.

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How we funded our work, our achievements and performance

In this section we firstly explain how we raised the money and then how we spent it.

Money received: £695k Money spent: £549k

My Wish Charity can only continue to support the work of the Trust for as long as we receive the money needed. Almost all of our income comes from the voluntary efforts of the general public. Overall, we ended the year with income exceeding expenditure by £107k before investment gains.

Money received: sources of funds

The pie chart shows our main sources of income. The largest is termed voluntary income and represents gifts and donations from the public.

Income 2020/21

Donations and legacies Charitable activities Other trading activities Investment income

Donations and legacies £375k – Our largest source of income is from the public and by local companies keen to support their local community:

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Charitable activities £289k – the majority of this relates to grants received from the NHS Charities Together Charity

Other trading activities £31k – by supporting an existing event or organising one of their own with the knowledge and approval of the Trustee, thousands of people have had a good time whilst raising money for My Wish Charity. The Coronavirus pandemic has resulted in many fundraising events being cancelled and therefore the income is considerably down on previous years.

Money spent: what we spent the money on

Spend 2020/21

----- Start of picture text -----
Raising funds
Charitable activities
----- End of picture text -----

Our charitable work was made up of five distinct areas. The costs shown below exclude attributable support costs as set out in note 9 to the accounts:

Clinical Care & Research Posts: The funds support a counsellor and a nurse within the Macmillan Unit a Clinical Psychologist in SCBU and a children’s play specialist the cost of these staff was £34k in 2020/21.

New equipment: The NHS of course buys much of its own equipment for day to day use and has its own capital programme but NHS capital funds for large items of equipment are scarce. With advances in technology we can make a real difference in purchasing items. We spent £159k on new equipment. Examples of equipment purchased this year are:

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Adaptations to buildings: We spent £37k in 2020/21 on a number of minor capital projects including the refurbishment of the Lymphodema room and a drugs room.

Staff education and welfare: We spent £78k on a wide variety of training and educational courses for our staff.

Patient education and welfare : We spent £43k supporting education and the welfare of patients.

Performance against objectives

Spending the money is only part of the story because we are concerned to achieve value for money. To ensure the money is well spent applications for General Fund funding include questions about the objectives, impact and success criteria for the proposed project.

Our fundraising performance

Members of My Wish fundraising department organise fundraising events and co-ordinate the activities of our supporters both in the hospital and in the wider community on behalf of the Charity.

During the year the total donations, legacies and income from fundraising came to £695k compared to 2019/20 of £890k.

We benchmark our fundraising activity with our peers through the Association of NHS Charities and monitor the comparative success of campaigns and overall fundraising cost to income ratios. Compared to other NHS Trusts, although we have a low cost income ratio, there is the opportunity to increase the level of donations further .

Section 162a of the Charities Act 2011 requires charities to make a statement regarding fundraising activities. Although we do not undertake widespread fundraising from the general public, the legislation defines fund raising as “soliciting or otherwise procuring money or other property for charitable purposes.” Such amounts receivable are presented in our accounts as “voluntary income” and include legacies and grants.

In relation to the above we confirm that all solicitations are managed internally, without involvement of commercial participators or professional fund-raisers, or third parties. The dayto-day management of all income generation is delegated to the fundraising team, who are accountable to the Trustee.

The charity is not bound by any undertaking to be bound by any regulatory scheme; however the charity has voluntarily registered with the Fundraising Regulator and complies with the relevant codes of practice. We have received no complaints in relation to fundraising activities.

The Charity fundraises money from two main sources, the Fundraising Team at the Charity and members of the public who fundraise on behalf of the Charity. The Fundraising Team are all employed by West Suffolk NHS Foundation Trust and as such have to undergo mandatory training that includes Safeguarding Adults, Safeguarding Children, Equality and Diversity and Human Rights. The Fundraising Team is managed proactively through the management structure and their ultimate manager is the Executive Director of Workforce & Communications. It is impossible to apply the same rigour to members of public however the

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Head of Fundraising works closely with members of the public to ensure that relevant guidelines and legislation is complied with.

What we plan to do with your donations: our future plans

We will achieve our mission by working with the NHS to develop the facilities to treat the community of West Suffolk. We will identify ways in which we can actively assist NHS staff to treat all patients to the best of their ability. We will also actively seek guidance from those staff members to any pieces of equipment that would enhance the care of patients, and their families. Our open invitation to the reader of our annual report and accounts is to join with us in our exciting mission of compassion for the community of West Suffolk by making a gift to secure the best care.

Our detailed plans are to:

Your support makes these plans possible and to help us, please do consider making a donation.

How we manage the money

The Charity was entered on the Central Register of Charities on the 15 September 1995. The Charity is constituted of 89 individual funds (2019/20: 91) as at 31 March 2021 and the notes to the accounts distinguish the types of fund held and disclose separately all material funds.

Charitable funds received by the Charity are accepted, held and administered as funds and property held on trust for purposes relating to the health service in accordance with the National Health Service Act 1977 and the National Health Service & Community Care Act 1990 and these funds are held on trust by the corporate body.

Our payment making policy

All payments are normally made from the Charity – these funds comprise two elements:

Exceptionally, transfers may be made from the reserves to finance grant supported projects which would otherwise be delayed due to a shortage of unrestricted funds. This discretion is only exercised where there is a significant on-going benefit and the projects are considered to be a high priority.

Page 22

Our reserves policy

The Trustee’s reserves policy is to expend unrestricted income within a reasonable period of time in furtherance of the charitable objects. Under normal circumstances, a period of one year is considered to be reasonable; therefore the Charity would be expected to hold reserves approximately equal to average annual unrestricted income. The average is determined over a three year reference period.

As at 31 March 2021 the unrestricted reserves held was £316k. This compares to an expected average annual unrestricted income of approximately £174k. The main reason for the high level of reserves is due to a combination of a high level of investment gains and a reduced level of unrestricted income. The Trustee believes that the level of reserves is sufficient.

Our financial health: a strong balance sheet

The assets and liabilities of My Wish Charity as at 31 March 2021 are stated below, compared with the position at 31 March 2020.

31 March 2021 31 March 2020
£’000 £’000
Fixed Assets 2 4
Fixed Asset investments 1,592 1,143
Total Current Assets 895 919
Creditors falling due within one year (97) (102)
Total Net Assets 2,392 1,964
Income Funds
Restricted 2,076 1,714
Unrestricted Income Funds:
Our reserve: ‘general fund’ 316 250
Total Funds 2,392 1,964

A few helpful definitions:

Net current assets represent cash held on deposit less the value of accruals (money owed to others for expenses chargeable to the year) and outstanding liabilities.

Creditors falling due within one year represent the balance of money owed within 12 months to suppliers of goods and services.

Restricted income funds represent money which is held by the Trustee which can only be used for specified purposes.

Unrestricted income funds are funds available to be spent within the objects of the Charity which can legally be spent wholly at the discretion of the Trustee. In practice, respecting the non-binding preferences expressed by donors, the Trustee has sub categorised the unrestricted income funds under two headings.

Our general fund represents those funds available for distribution by the Trustee at their discretion which have not been restricted or earmarked.

Page 23

About investments

The Trustee continues to invest in a common investment fund - COIF Ethical Investment Fund managed by CCLA Investment Management ltd. During the financial year the Charity increased its investment with a further purchase of £167,000 of units in the same fund. How we organise our affairs: reference and administrative details

The Charity

The Charitable Funds are registered with the Charity Commission under an umbrella registration number My Wish Charity (formerly known as West Suffolk Hospital Charity) and Other Related Charities – Register number 1049223 in accordance with the Charities Act 2011.

Related Charities:

West Suffolk Hospitals Trust Charitable Fund 1049223-1 The West Suffolk Hospital Charity 1049223-3 Sudbury Hospital Charity 1049223-2 Joyce Marno-Edwards Fund 1049223-4 West Suffolk Hospital Education Centre 1049223-5

The Trust Board devolved responsibility for the on-going management of funds to the Charitable Funds Committee which administers the funds on behalf of the Corporate Trustee.

The Committee meets at least three times a year. The Committee members are paid for their duties for the Trustee but do not receive any additional pay, emoluments or other financial benefit from the Charity. Whilst the Committee members are not paid for their time they can claim expenses, details of which are disclosed in the accounts.

The Charity's main fund has NHS wide objectives as follows: “The Trustee shall hold the trust fund upon trust to apply the income and, at their discretion, so far as may be permissible, the capital, for any charitable purpose or purposes relating to the National Health Service.”

Strategic aims are:

Page 24

How to contact us

The Charity office and principal address of My Wish Charity is:

The Trust Fund Office West Suffolk NHS Foundation Trust Hardwick Lane Bury St Edmunds IP33 2QZ 01284 713237

For fundraising queries please contact:

The Head of Fundraising My Wish Fundraising Office Hardwick Lane Bury St Edmunds IP33 2QZ 01284 712952

Our Trustee

The West Suffolk NHS Foundation Trust is the Corporate Trustee of the Charity, governed by the law applicable to Trusts, principally the Trustee Act 2000 and the Charities Act 2011.

The Corporate Trustee is responsible for deciding policy and ensuring that it is implemented.

During 2020/21 the Trust Board consisted of:

Non-executive Directors

Sheila Childerhouse (Chair) Appointed 1 January 2018 until 31 December 2020
reappointed 1 January 2021 until 31 December 2023
Gary Norgate Appointed 1 September 2013 until 31 August 2016
Reappointed 1 September 2016 until 31 August 2019
Reappointed 1 September 2019 until 31 August 2020
Stepped down as NED on 31 May 2020
Alan Rose Appointed 1 April 2017 until 31 March 2020.
Reappointed 1 April 2020 until 31 March 2023
Richard Davies Appointed 1 March 2017 until 28 February 2020
Reappointed 1 March until 28 February 2023
Angus Eaton Appointed 1 January 2018 until 31 December 2020
Reappointed 1 January 2021 until 31 December 2023
Standing down with effect from 31 May 2021
Louisa Pepper Appointed 1 September 2018 until 31 August 2021
Reappointed until 31 August 2024
David Wilkes Appointed 31 July 2020 until 11 June 2021
Rosemary Mason (Associate) Appointed 24 August 2020 until 22 June 2021

Page 25

Directors

Stephen Dunn Chief Executive – appointed 3 November 2014 Craig Black Executive Director of Resources – appointed April 2011 Rowan Procter Executive Chief Nurse – appointed 2 November 2015 left 21 June 2020 Nick Jenkins Executive Medical Director – appointed 17 November 2016 left31 May 2021 Helen Beck Executive Chief Operating officer – appointed 1 May 2017 Jeremy Over Executive Director of Workforce and Communications – appointed November 2019 Susan Wilkinson Executive Chief Nurse – appointed 1 June 2020

More details about the Trustees can be found in West Suffolk Hospital NHS Foundation Trust Annual Report.

The names of those people who served as agents for the Corporate Trustee on the Charitable Funds Committee, as permitted under regulation 16 of the NHS Trusts (membership and Procedures) regulations 1990 were as follows:

Procedures) regulations 1990 were as follows:
2020/21
Attendance		 2019/20
Attendance
Sheila Childerhouse
-
Chair		 4 / 5 4 / 5
Stephen Dunn
-
Chief Executive		 5 / 5 5 / 5
Gary Norgate
-
Non-Executive Director		 1 / 1 5 / 5
Angus Eaton
-
Non-Executive Director		 3 / 3 5 / 5
David Wilkes
-
Non-Executive Director		 4 / 4
Craig Black
-
Director of Resources		 4 / 5 4 / 5
Helen Beck
-
Chief Operating Officer		 5 / 5 4 / 5
Richard Davies
-
Non-Executive Director		 0 / 3
Louisa Pepper
-
Non-Executive Director		 0 / 3 3 / 5
Jeremy Over
-
Director of Workforce and Communications		 3 / 5 2 / 2

The Trustee is also assisted in their work by a number of professional advisors, as detailed below:

External auditors:

BDO LLP 55 Baker Street London W1U 7EU

Page 26

Internal auditors: RSM Risk Assurance Services LLP Marlborough House Victoria Road South Chelmsford Essex CM1 1LN

Bankers: National Westminster Bank 7 Cornhill Bury St Edmunds Suffolk IP33 1BQ

Legal advisors:

Mills & Reeve Francis House 112 Hills Road Cambridge CB2 1PH

Charity governance, structure and management arrangements

The Charity was established using the Special Purposes Charity model by issuing a Declaration of Trust dated 6 March 1997. The objects clause states: “For any charitable purpose or purposes relating to the National Health Service wholly or mainly for the services provided by the West Suffolk Hospital”.

The Corporate Trustee fulfils its legal duty by ensuring that funds are spent in accordance with the objects of each fund and by designating funds the Trustee respects the wishes of our generous donors to benefit patient care and advance the good health and welfare of patients, carers and staff. Where funds have been received which have specific restrictions set by the donor, restricted funds are established.

The charitable funds available for spending are for staff and departments within the Trust’s Directorate management structure. Each fund is managed by a designated fund holder.

The Charity has adopted the Institute of Chartered Secretaries and Administrators’ guidance for an induction process for newly appointed members of the Trust Board and Charitable Funds Committee. This process currently includes information about the Charity, including the governing document, the Charitable Funds Committee Terms of Reference, Trustee’s Annual Report and Accounts and information about trusteeship. An induction to the hospital and a guided tour of the beneficiary Trust’s facilities and any other additional training that their roles may require is also available.

Acting for the Corporate Trustee, the Charitable Funds Committee is responsible for the overall management of the Charity. The Committee is required to:

Page 27

The accounting records and the day-to-day administration of the funds are dealt with through the Charitable Trust Fund Accountant, located in the Finance Department, West Suffolk NHS Foundation Trust, Hardwick Lane, Bury St Edmunds, Suffolk, IP33 2QZ.

Trustee recruitment, appointment and induction

Non-Executive Members of the Trust Board are appointed by the Trust’s Council of Governors and Executive members of the Board are subject to recruitment by the Trust Board. Members of the Trust Board and Charitable Funds Committee are not individual Trustees under Charity Law but act as agents on behalf of the Corporate Trustee.

Key management personnel remuneration

The Chief Executive of the Trust, under a scheme of delegated authority approved by the Corporate Trustee, has day to day responsibility for the management of the Charity. The Charity operates with agreed operating procedures. These have been reviewed and updated during the financial year. The Trust Director of Resources is employed by West Suffolk NHS Foundation Trust.

The Charity does not directly employ any management or employees. Employees associated with fundraising and in an administrative capacity have an appropriate amount of their time recharged from the Trust to the Charity depending on the amount of time undertaking charitable duties.

The board members of the Corporate Trustee are paid by West Suffolk NHS Foundation Trust and receive no direct remuneration for the work that they undertake for the Charity.

Details of expenses of board members of the Corporate Trustee incurred on behalf of the Charity are disclosed in note 11 to the accounts.

The board members of the Corporate Trustee are required to disclose all relevant interests and register them with the Charity and withdraw from decisions where a conflict of interest arises. All related party transactions are disclosed in note 2 to the accounts.

Risk analysis

As part of the business planning exercise carried out during the year, the Trustee has considered the major risks to which My Wish Charity is exposed. It has reviewed systems and identified steps to mitigate those risks. Four major risks have been identified and arrangements have been put in place to mitigate those risks set out below:

My Wish Charity is reliant on donations to allow it to make payments to its NHS partner. If income falls then the Trust would not be able to make as many payments or enter into longer term commitments with the NHS body we support.

Page 28

The Trustee mitigates the risk that income will fall by engaging with the Fundraising Department. That Department comprises dedicated fundraising experts who work with My Wish Charity to provide a co-ordinated approach to raising funds. Fundraising activity is regularly benchmarked against our peers and thorough reviews are undertaken after major campaigns and events to understand what worked well and how things could be done better.

• Impact of COVID19

The COVID19 pandemic has impacted in many ways. There is the potential for loss of income and a reduction in the value of investments.

• Unforeseen changes in the operation of the NHS

The NHS is, by its very nature, subject to national changes in government policy as well as local politically driven decisions. The Trustee has identified this as a risk as it may mean initiatives or healthcare activities supported by My Wish Charity are no longer delivered in the local area. The Trustee regularly liaises with other NHS partners to understand the changes that they are facing at an early stage.

• Maintaining the reputation of the Charity

The Trustee is conscious of the importance of maintaining its reputation within the community.

Income and Expenditure

Income and expenditure is monitored by individual fund, on a monthly basis as part of the monthly balancing process. The Charitable Fund Accountant looks for anomalies which may indicate exposure to risk and if any are detected will bring them to the attention of the Audit Committee via the Assistant Director of Finance.

Wider networks

My Wish Charity is one of over 250 NHS linked charities in England and Wales who are eligible to join the NHS Charities Together (formally known as Association of NHS Charities). As a member charity, we have the opportunity to discuss matters of common concern and exchange information and experiences, join together with others to lobby government departments and others, and to participate in conferences and seminars that offer support and education for our staff and board members.

The charity has organisational membership with the Institute of Fundraising.

The charity became a voluntary member of the new Fundraising Regulator.

Related parties

My Wish Charity works closely with, and provides all of its funding to, the West Suffolk NHS Foundation Trust (the Trust). Transactions with The Trust are considered to be related party transactions which are disclosed within the financial statements accordingly.

Page 29

Our relationship with the wider community

The ability of the Charity to continue its vital support for the West Suffolk Hospital is dependent on its ability to maintain and increase donations from the general public. The charity also continues to forge strong relationships with members of staff of the hospital without whose cooperation the ability to make an effective contribution would be much diminished.

Volunteers

The Trustee would like to pay tribute to:

Having read all about us, please consider supporting the work of My Wish Charity

The challenge facing My Wish charity in the future is to maintain and grow our support so that we can continue to make a difference to West Suffolk Hospital, Newmarket Community hospital, and all the services they provide out in the community.

What could your gift buy?

If you have a larger gift in mind, please talk to us. We always have a number of major projects waiting funding.

Page 30

If you would like to make a donation or support any of our fundraising activities, please give us a call on 01284 712952 or send an email to fundraising@wsh.nhs.uk .

Signed on behalf of the trustee:

Name: Sheila Childerhouse (Chair of Trustee) Date: 7 December 2021

Page 31

Statement of Trustees' responsibilities in respect of the Trustees' annual report and accounts

Trustee responsibilities

The Trustee is responsible for preparing the Annual report and the financial statements in accordance with applicable law and regulations.

Charity law requires the Trustee to prepare financial statements for each financial year in accordance with United Kingdom Generally Accepted Accounting Practice (United Kingdom Accounting Standards and applicable law). Under charity law the Trustee must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources, including the income and expenditure, of the charity for that period.

In preparing these financial statements, the Trustee is required to:

The Trustee is responsible for keeping adequate accounting records that are sufficient to show and explain the charity’s transactions and disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Statement as to disclosure to our auditors

In so far as the Trustee is aware at the time of approving our Trustee's annual report:

• the Trustee has taken all steps that they ought to have taken to make themselves aware of any relevant audit information and to establish that the auditor is aware of that information.

Signed on behalf of the Corporate Trustee:

Sheila Childerhouse

Chair of West Suffolk NHS Foundation Trust, Corporate Trustee 7 December 2021

Page 32

INDEPENDENT AUDITOR'S REPORT TO THE CORPORATE TRUSTEE OF MY WISH CHARITY Opinion on the financial statements We have audited the financial statements of My Wish Charity for the year ended 31 March 2021 which comprise the Statement of Financial Activities, the Balance Sheet, the Statement of Cash Flows and notes to the financial statements, including a summary of Significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 The Finonciol Reporting Standard opplicoble in the UK and Republic of Irelond (United Kingdom Generally Accepted Accounting Practice). In our opinion, the financial statements: give a true and fair view of the state of the Charity's affairs as at 31 March 2021 and of its incoming resources and application of resources for the year then ended. have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice,. and have been prepared in accordance with the requirements of the Charities Act 2011. Basls for oplnlon We conducted our audit in accordance with International Standards on Auditing IUKI IISAS IUKII and applicable law. Our responsibilities under those standards are further described in the Auditor's responsibilities for the audit of the financial statements section of our report. We believe that the audit ewdence we have obtained is sufficient and appropriate to provide a basis for our opinion. Independence We remain independent of the Charity in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC's Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. Conclusions related to going concern In auditing the financial statements, we have concluded that the Corporate Trustee's use of the going concern basis of accounting in the preparation of the financial statements IS appropriate. Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectivelyi may cast significant doubt on the Charitls ability to continue as a going concern for a period of at least twelve months from when the financial statement5 are authorised for issue. Our responsibilities and the responsibilities of the Corporate Trustee with respect to going concern are described in the relevant sections of thi5 report. Other information The Corporate Trustee is rest)onsible for the other information. The other information comprises the information included in the Annual Report, other than the financial statements and our auditor's report thereon. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon. Our responsibility is to read the other information and, in doing so, consider whether the other information is materially

inconslstent with the financial statements or our knowledge obtained in the course of the audit, or otherwise appears to be materially mi5Stated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact. We have nothing to report in this regard. Matters on which we are required to report by exception In the light of the knowledge and understanding of the Charity and its environment obtained in the course of the audit, we have not identified material misstatement in the Strategic report or the Tru5tee'5 report. We have nothing to report in respect of the following matters in relation to which the Charities Act 2011 requires us to report to you if, in our opinion- adequate accounting records have not been kept by the Charity, or returns adequate for our audit have not been received from branches not visited by us; or the Charity's financial statements are not in agreement with the accounting records and returns; or we have not received all the information and explanation5 we require for our audit. Responsibilities of the Corporate Trustee As explained more fully in the Statement of Corporate Trustee's responsibilities, the Corporate Trustee is responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the Corporate Trustee determines is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error. In preparing the financial statements, the Corporate Trustee is responsible for assessing the Charity's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the Trustees either intend to liquidate the Charity or to cease operations, or have no realistic alternative but to do so. Auditor's responsibilities for the audit of the financial statements We have been appointed as auditor under Section 149 of the Charities Act 2011 and report in accordance with the Act and relevant regulations made or having effect thereunder. Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor's report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAS IUKI will always detect a material misstatement when it exists. Misstatements can arise f rom f raud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements. Extent to whlch the audlt was capable of detectlng Irregularltles, Includlng fraud Irregularities, including f raud, are instances of non-compliance with law5 and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below.

Our procedures included the following: inquiring of management and those charged with governance, including obtaining and reviewing supporting documentation in respect of the Charity's and Corporate Trustee's policies and procedures relating to: o identifying, evaluating and complying with laws and regulations and whether they were aware of any instances of non-compliance. detecting and responding to the risks of fraud and whether they have knowledge of any actual, suspected or alleged fraud. and o the internal controls established to mitigate risks related to fraud or non-compliance with laws and regulations; discussing among the engagement team, regarding how and where fraud might occur in the financial Statements and any potential indicators of fraud. As part of this discussion, we identified Potential for fraud in the following areas: revenue recognition, and posting of unusual journals; obtaining an understanding of the Charity's and Corporate Trustee's framework of authority as well as other legal and regulatory frameworks that the Charity and Corporate Trustee operates in, focusing on those laws and regulations that had a direct effect on the financial statements or that had a fundamental effect on the operation5 of the Charity. The key laws and regulations we considered in this context included the Charities Act 2011. Other relevant laws and regulations identified include, VAT legislation and PAYE legislation. In addition to the above, our procedures to respond to identified risks included the following.. reviewing the financial statement disclosures and testing to supporting documentation to assess compliance with relevant laws and regulations discussed above. enquiring of management concerning actual and potential litigation and claims. reading minutes of meetings of those charged with governance and the Charitable Funds Committee and the Board of the Corporate Trustee; in addressing the risk of fraud through management override of controls, testing the appropriateness of journal entries and other adjustments; assessing whether the judgements made in making accounting estimates are indicative of a potential bias- and evaluating the business rationale of any significant transactions that are unusual or outside the normal course of business. We also communicated relevant identified laws and regulations and potential f raud risks to all engagement team members including internal specialists and remained alert to any indications of fraud or non-compliance with laws and regulations throughout the audit. Our audit procedures were designed to restx)nd to risks of material misstatement in the financial statements, recognising that the risk of not detecting a material misstatement due to fraud is higher than the risk of not detecting one resulting from error, as fraud may involve deliberate concealment by, for example, forgery, misrepresentations or through collusion. There are inherent limitations in the audit procedures performed and the further removed non-compliance wth laws and regulations is from the events and transactions reflected in the financial statements, the less likely we are to become aware of it. A further description of our responsibilities for the audit of the financial statements is located at the Financial Reporting Council's I"FRC's"I website at: htt s:Ilwww.frc.or .uk/auditorsres onsibilities. This description forms part of our auditor's report.

Use of our report This report is made solely to the Corporate Trustee, as a body, in accordance with Chapter 3 of Part 16 of the Charities Act 2011. Our audit work has been undertaken so that we might state to the Charity and Corporate Trustee those matters we are reqLJired 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 Charity and the Corporate Trustee as a body, for our audit work, for this report, or for the opinions we have formed. DOQUS*n￿ ty.. 945F221N883425. Rachel Brittain For and on behalf of BDO LLP, statutory auditor London, UK 9 December 2021 BDO LLP is a limited liability partnership registered in England and Wales (with registered number OC3051271.

My Wish Charity Statement of Financial Activities for the year ended 31 March 2021

Note
Income and endowments from:
Donations and legacies
3
Charitable activities
4
Other trading activities
5
Investment income
7
Total Income
Expenditure on:
Raising funds
8
Charitable activities
9
Clinical Care and Research Posts
Purchase of New Equipment
New Building and Refurbishment
Staff Education and Welfare
Patient Education and Welfare
Total Expenditure
Net gains / (losses) on investments
Net income/(expenditure)
Gross transfer between funds
20
Net movements in funds
Reconciliation of Funds:
Total funds brought forward
Total funds carried forward		 Unrestricted Restricted
Total
Funds
Funds
Funds
2020/21
2020/21
2020/21
£000
£000
£000
86
289
375
14
275
289
4
27
31
0
0
0
104
591
695
29
134
163
0
37
37
30
145
175
20
21
41
(3)
89
86
1
46
47
77
472
549
39
243
282
66
362
428
0
0
0
66
362
428
250
1,714
1,964
316
2,076
2,392		 Unrestricted Restricted
Total
Funds
Funds
Funds
2019/20
2019/20
2019/20
£000
£000
£000
202
551
753
3
36
39
2
96
98
0
1
1
207
684
891
19
129
148
0
54
54
100
234
334
0
17
17
29
91
120
18
38
56
166
563
729
0
0
0
41
121
162
0
0
0
41
121
162
209
1,593
1,802
250
1,714
1,964

All income and expenditure are derived from continuing activities.

The notes set out on pages 38 to 46 form part of these financial statements

SoFA

Page 35

My Wish Charity Balance Sheet as at 31 March 2021

Notes
Fixed Assets
Intangible
14
Investments
15
Total Fixed Assets
Current Assets:
Debtors
16
Cash at bank
17
Total Current (Liabilities) / Assets
Liabilities:
Creditors falling due within one year
18
Net Current (Liabilities) / Assets
Total Assets less Current Liabilities
Net Assets
Charitable Funds
24
Restricted income funds
Unrestricted income funds
Total Charitable Funds		 Unrestricted
Restricted
Total
Funds
Funds
Funds
£000
£000
£000
31 March
2021
31 March
2021
31 March
2021
0
2
2
333
1,259
1,592
333
1,261
1,594
5
205
210
2
683
685
7
888
895
(24)
(73)
(97)
(17)
815
798
316
2,076
2,392
316
2,076
2,392
0
2,076
2,076
316
0
316
316
2,076
2,392		 Unrestricted
Restricted
Total
Funds
Funds
Funds
£000
£000
£000
31 March
2020
31 March
2020
31 March
2020
0
4
4
275
868
1,143
275
872
1,147
95
169
264
(101)
756
655
(6)
925
919
(19)
(83)
(102)
(25)
842
817
250
1,714
1,964
250
1,714
1,964
0
1,714
1,714
250
0
250
250
1,714
1,964

The financial statements were approved and authorised for issue by the Corporate Trustee and were signed on its behalf on 7 December 2021

Signed:

Name: Sheila Childerhouse Trustee

The notes set out on pages 38 to 46 form part of these financial statements

Balance Sheet

Page 36

My Wish Charity Statement of Cashflow

Year Ending 31 March 2021

Year Ending 31 March 2021
Note
Cash flows from operating activities:
Net cash provided by / (used in) operating activities
19
Cash flows from investing activities:
Dividends, interest and rents from investments
7
Purchase of investments
15
Net cash provided by / (used in) investing activities
Change in cash and cash equivalents in the reporting period
Cash and cash equivalents at the beginning of the reporting period
Cash and cash equivalents at the end of the reporting period
17		 Total Funds Total Funds
2020/21
2019/20
£000
£000
197
284
0
1
(167)
0
(167)
1
30
285
655
370
685
655

The notes set out on pages 38 to 46 form part of these financial statements

Page 37

My Wish Charity

1 Accounting Policies

[a] Basis of Preparation

The financial statements have been prepared under the historic cost convention.

The accounts (financial statements) have been prepared in accordance with the Charities Act 2011 and the Statement of Recommended Practice (FRS 102)' - "Charities SORP (FRS 102)" second edition, issued in October 2019, and applicable United Kingdom accounting standards.

The Trustee considers that there are no material uncertainties about the My Wish Charity’s ability to continue as a going concern. There are no material uncertainties affecting the current year’s accounts.

The Trustee has considered the following areas in its assessment of the Charity being a going concern, operational capability, market-based demand and structural finance.

Operational capability - The Charity has reviewed its structure and has increased its administration and fundraising resources to ensure that the Charity can continue to fundraise and improve its administration function. The Charity considers resourcing at the Charitable Funds Committee.

Market based demand - The Charity has considered the fundraising environment particularly in light of the coronavirus pandemic. Initially income has risen following increased support for the NHS and the NHS charities together appeal. The Committee is aware that the new post covid environment may produce challenges but feel the Charity has sufficient resources to manage any downturn in income.

Structural finance - The Charity has in place a reserves policy to ensure the continued availability to fund ongoing expenditure. The Charity does not enter into significant long term expenditure commitments that would put pressure on cash balances. The most significant creditor is West Suffolk NHS Foundation Trust and this relates to reimbursement of incurred charitable funds expenditure. This means that should income reduce significantly expenditure can be cut maintaining the financial stability of the Charity.

The main risk of failure of the Charity is if income should cease for some unspecified reason. This is felt to be extremely remote as the Charity is well supported locally and any publicity around loss of income would generate local support. However, should there be a significant drop in income then the Charity has few ongoing expenses that cannot be ceased within an appropriate time period.

In future years, one of the key risks to the My Wish Charity is a fall in income from donations or investment income but the Trustee has arrangements in place to mitigate those risks (see the Risk analysis section of the Trustee Annual Report, page 28). In addition the Charity does not have ongoing contractual commitments that would impact on the going concern assumption.

[b] Funds

Restricted funds are those where the donor has provided for the donation to be spent in furtherance of a specified charitable purpose. The charity has no endowment funds.

Those funds which are neither restricted nor endowment income funds, are unrestricted income funds which are sub analysed between designated (earmarked) funds where the Trustee have set aside amounts to be used for specific purposes or which reflect the non-binding wishes of donors and unrestricted funds which are at the Trustee's discretion. The major funds held in each of these categories are disclosed in note 24.

[c] Income

All income is recognised once the Charity has entitlement to the resources, it is probable that the resources will be received and the monetary value of income can be measured with sufficient reliability.

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My Wish Charity

[d]

Income from legacies

Legacies are accounted for as incoming resources either upon receipt or where the receipt of the legacy is probable; this will be once confirmation has been received from the representatives of the deceased's estate that:

Material legacies which have been notified but not recognised as income in the Statement of Financial Activities are disclosed in a separate note to the accounts with an estimate of the amount receivable (note 21).

If there is uncertainty as to the amount of the legacy and it cannot be reliably estimated then the legacy is shown as a contingent asset until all of the conditions for income recognition are met.

[e]

Expenditure and irrecoverable VAT

All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs related to each category of expense shown in the Statement of Financial Activities. Expenditure is recognised when the following criteria are met:

Irrecoverable VAT is charged against the category of expenditure for which it was incurred.

[f]

Allocation of support costs

Support costs are those costs that do not relate to a single activity. These include some staff costs, internal and external audit costs and IT support. Support costs have been apportioned between fundraising costs and charitable activities on the proportion of total spend.

Income from investments is allocated to funds twice a year based upon the balance of the funds held at the time of allocation.

[g] Fundraising costs

The costs of generating funds are those costs attributable to generating income for the Charity, other than those costs incurred in undertaking charitable activities or the costs incurred in undertaking trading activities in furtherance of the Charity's objects. The costs of generating funds represent fund raising costs together with investment management fees. Fund raising costs included expenses for fund raising activities.

[h]

Charitable activities

Costs of charitable activities comprise all costs incurred in the pursuit of the charitable objects of the Charity. These costs, where not wholly attributable, are apportioned between the categories of charitable expenditure in addition to the direct costs. The total costs of each category of charitable expenditure include an apportionment of support costs as shown in note 9.

[i] Governance costs

Governance costs are classified as support costs and have therefore been apportioned between fundraising activities and charitable activities. There is no effect on the total expenditure for 2019/20 or 2020/21.

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My Wish Charity

[j] Intangible fixed assets

Valuation

Intangible fixed assets are non-monetary fixed assets that do not have physical substance but are identifiable and are controlled by the Charity through custody or legal rights. Intangible fixed assets include purchased intangible assets such as software licences. Although such assets lack physical substance they provide an ongoing benefit to the Charity. FRS102 requires that intangible fixed assets must be held at their historical cost. The residual value of intangible fixed assets is nil when calculating the charge for amortisation unless evidence exists to the contrary. The carrying value of intangible assets are reviewed for impairments in periods or changes in circumstances indicate the carrying value may not be recoverable.

Amortisation

Amortisation on intangible assets are charged as an expense to the relevant Statement of Financial Activities category reflecting the use of the asset. Intangible assets are amortised at rates calculated to write them down to estimated residual value on a straight line basis. The intangible assets relate to software and this has been amortised over seven years.

[k]

Realised and Unrealised Gains and Losses

All gains and losses are taken to the Statement of Financial Activities as they arise. Realised gains and losses on investments are calculated as the difference between sales proceeds and opening market value (purchase date if later). Unrealised gains and losses are calculated quarterly based on the change in market value in the quarter. These are apportioned to the funds based on the average fund balance for the quarter. Any realised gains and losses are apportioned to funds in accordance with the fund balances at the date of sale.

[l] Debtors

Debtors are amounts owed to the Charity. They are measured based on the recoverable amount.

[m] Cash and Cash Equivalents

Cash at bank and in hand is held to meet the day to day running costs of the Charity as they fall due. Cash equivalents are short term, highly liquid investments, usually in 90 day notice interest bearing savings accounts.

[n]

Creditors

Creditors are amounts owed by the Charity. They are measured at the amount that the Charity expects to have to pay to settle the debt.

[o] Pensions

My Wish Charity has no direct employees. Staff costs incurred in connection with the Charity are recharged at cost by the Corporate Trustee, West Suffolk NHS Foundation Trust and include pensions costs. Employees are able to join the NHS Pension Scheme in accordance with its rules. The Charity is not an employer that accesses the pension scheme directly therefore further disclosure is not required.

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My Wish Charity

Notes to the Accounts

2 Related party transactions

Individuals

Members of the Charitable Funds Committee are also non-executive and executive members of West Suffolk NHS Foundation Trust. The Trust is the main beneficiary of the Charity. The Charity has provided funds to The Trust for approved expenditure made on behalf of the Charity. This funding amounted to £549k (2019/20: £729k) of which there is a net creditor of £62k (2019/20: £91k) with the Trust. The expenditure is analysed in greater detail in notes 8 and 9. The Trust also recharges the Charity for members of staff who are directly involved with the Charity, the details of which are given in note 12.

None of the members of the West Suffolk NHS Foundation Trust board or parties related to them has undertaken any transactions with the Charity or received any benefit from the Charity in payment or kind. The Trustee received no honoraria or emoluments in the year. Expenses paid to the Trustee are disclosed in note 11.

The Trust makes a number of clerical and transaction staff available to the Charity, by agreement with the Trustee. These include: - Fundraising, office and administrative staff at a cost of £173k (£157k in 2019/20)

3 Income from donations and legacies

Income from donations and legacies
Donations from Individuals
Corporate Donations
Legacies
Total		 Unrestricted
Funds
Restricted
Funds
Total
Total
2020/21
2020/21
2020/21
2019/20
£'000
£'000
£'000
£'000
72
200
272
286
2
29
31
27
12
60
72
440
86
289
375
753

Donations from individuals are gifts from members of the public, relatives of patients and staff. Gift Aid is recovered from individual donations if a declaration is signed.

4 Charitable activities

Grant Income
Other income
Total		 Unrestricted
Funds
Restricted
Funds
Total
Total
2020/21
2020/21
2020/21
2019/20
£'000
£'000
£'000
£'000
7
246
253
0
7
29
36
39
14
275
289
39

Grant income mainly relates to money received from the NHS Charities Together charity and is being spent on projects that relate to the Coronavirus pandemic.

5 Other trading activities

Course fee income
West Suffolk Hospital other organised fundraising events
Third party fundraising
Total		 Unrestricted
Funds
Restricted
Funds
Total
Total
2020/21
2020/21
2020/21
2019/20
£'000
£'000
£'000
£'000
1
0
1
4
0
3
3
37
3
24
27
57
4
27
31
98

6 Role of Volunteers

Like all charities My Wish Charity is reliant on a team of volunteers for our smooth running. Our volunteers perform two roles:

Fund advisors: - there are 92 West Suffolk NHS Foundation Trust staff who manage how the Charity's designated funds should be spent. These funds are designated (or earmarked) by the Trustee to be spent for a particular purpose or in a particular ward or department. Each fund advisor has delegated powers to spend the designated funds that they manage in accordance with the Trustee's wishes. The Trustee determines what each fund can be spent on and the amount that can be spent in a year. Fund advisors who spend more than £5,000 are required to report to Charitable Fund Committee setting out what they spent the money on.

Fundraisers : there are about 25 local volunteers who actively fundraise for the My Wish Charity by running events and the use of collections.

In accordance with the SORP, due to the absence of any reliable measurement basis, the contribution of these volunteers is not recognised in the accounts.

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My Wish Charity

7 Gross investment income

Gross investment income
Short term investments and deposits and cash on deposit
Total		 Unrestricted
Funds
Restricted
Funds
Total
Total
2020/21
2020/21
2020/21
2019/20
£'000
£'000
£'000
£'000
0
0
0
1
0
0
0
1

Analysis of expenditure on raising funds

Fundraising support costs
Total		 Unrestricted
Funds
Restricted
Funds
Total
Total
2020/21
2020/21
2020/21
2019/20
£'000
£'000
£'000
£'000
29
134
163
148
29
134
163
148

The Charity did not undertake any direct charitable activities on its own account during the year. All of the charitable expenditure was in the form of funding approved expenditure.

Expenditure was approved principally in favour West Suffolk NHS Foundation Trust to carry out activities that will benefit patients. The Charity reimbursed expenditure incurred by West Suffolk NHS Foundation Trust or its staff.

Clinical Care & Research Posts
Purchase of New Equipment
New Building & Refurbishment
Staff Education & Welfare
Patient Education & Welfare
Total		 Funded
Funded
Funded
Activity
Activity
Activity
Support
Unrestricted
Restricted
Total
costs
Total
Total
2020/21
2020/21
2020/21
2020/21
2020/21
2019/20
£000
£000
£000
£000
£000
£000
0
34
34
3
37
54
27
132
159
16
175
334
18
19
37
4
41
17
(3)
81
78
8
86
120
1
42
43
4
47
56
43
308
351
35
386
581

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My Wish Charity

All support and overhead costs are allocated between fundraising activities and charitable activities. Governance costs are support costs which relate to the strategic and day to day management of a charity. The basis of allocation is the average monthly balance of each fund.

External audit (2019/20 figure includes an undercharge from 2018/19)
Governance
Amortisation
Computer maintenance
Salaries and related costs
Other
Raising funds
Charitable activities		 Raising
funds
Charitable
activities
2021
Total
2020
Total
£000
£000
£000
£000
2
5
7
7
2
5
7
7
1
1
2
3
1
3
4
3
10
25
35
28
1
1
2
2
15
35
50
43
Unrestricted
funds
Restricted
funds
2021
Total
2020
Total
£000
£000
£000
£000
3
12
15
9
5
30
35
34
8
42
50
43

11 Trustee's remuneration, benefits and expenses

The board members of the Corporate Trustee receive no direct remuneration for the work that they undertake on behalf of the Charity. However, they can claim expenses to reimburse them for costs that they incur in fulfilling their duties. No board members claimed or were entitled to claim any expenses during the year (2019/20: £nil). Board members of the Corporate Trustee receive remuneration from The Corporate Trustee, West Suffolk NHS Foundation Trust, in accordance with their contracts of employment.

12 Analysis of staff costs and remuneration of key management personnel

The Charity does not directly employ any members of staff. However, the Funds are recharged by the Trust for employees providing support services to charitable activities as well as a clinical member of staff supported directly by an individual fund. Support employees were the Charitable Fund Accountant, Technical Accountant and members of the fundraising team. No employee had emoluments in excess of £60,000 (2019/20: £nil). My Wish Charity has no key management personnel (2019/20: £nil).

12a - Staff Costs and Employee Benefits

Salaries and wages
Social Security Costs
Employers Pension Contribution
Total
12b - Employee numbers
Average Headcount
Average Full Time Headcount
Average Part Time Head Count
Average WTE
Number of Employees earning over £60,000 (excluding employer pension contributions)		 2020/21
2019/20
£000
£000
169
159
14
18
25
30
208
207
9.4
9.6
3.9
4.0
5.5
5.6
6.7
6.1
Nil
Nil

13 Auditor's remuneration

The external auditor's remuneration of £6,978 including irrecoverable VAT (2019/20: £6,978) related solely to the audit of the financial statements with no other additional work undertaken by the external auditors (2019/20: none undertaken).

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My Wish Charity

14 Intangible fixed assets

Software
Cost
At 1 April
At 31 March
Accumulated amortisation
At 1 April
Provided during the year
At 31 March
Net book value
Net book value at 31 March		 2020/21
£000
17
17
13
2
15
2		 2019/20
£000
17
17
10
3
13
4

15 Fixed asset investments

Movement in fixed asset investment 31 March 2021 31 March 2020
Total Total
£000 £000
Market value brought forward 1,143 1,143
Add purchase of investment 167 0
Less net gain / (loss) on revaluation 282 0
Market value as at 31 March 1,592 1,143

The Charity investments are in the COIF Ethical Investment fund managed by CCLA. The valuation of the investment is based on the bid price at the year end date.

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My Wish Charity

16 Analysis of current assets

Debtors due within one year
Other debtors
Total
17 Analysis of cash and cash equivalents
Cash in Hand
18 Analysis of current liabilities
Creditors due within one year
Trade Creditors
Other Accruals
Total		 31 March
2021
31 March
2020
Total
Total
£000
£000
210
264
210
264
31 March
2021
31 March
2020
Total
Total
£000
£000
685
655
685
655
31 March
2021
31 March
2020
Total
Total
£000
£000
90
95
7
7
97
102

Creditors represent sums owed at the year end by the Charity. Of this amount £62k (2019/20: £91k) is owed to a related party, West Suffolk NHS Foundation Trust, for costs incurred by the Trust on behalf of the Charity in the furtherance of the Charity's objects.

19 Reconciliation of net income/(expenditure) to net cash flow from operating activities

Net income (as per the Statement of Financial Activities)
Adjustments for:
Amortisation
Gain on investments
Dividends, interest and rents from investments
Decrease in debtors
(Decrease) / increase in creditors
Net cash provided by / (used in) operating activities		 2021
2020
£000
£000
428
162
2
3
(282)
0
0
(1)
54
211
(5)
(91)
197
284

20 Transfer between funds

There were net transfers of £NIL (2019/20: £14) from restricted funds to unrestricted funds. These resulted from the closure of dormant

21 Material Legacies

Legacy income is only included in income where receipt is reasonably certain and the amount can be estimated with reasonable accuracy, or the legacy has been received. As at 31 March 2021 there were 2 legacies totalling £202,000 that had been notified but not received (2019/20: £264,000). These legacies have been included as income and as debtors.

22 Comparative figures

The comparative figures relate to the 12 month period between 1 April 2019 and 31 March 2020.

23 Post Balance Sheet Events

The Coronavirus pandemic has not had a detrimental impact on the charity since the year end.

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My Wish Charity

24 Analysis of charitable funds

Name of Fund
Source of
Fund
Purpose
Macmillan Service
Donations
Patient and Staff welfare
Every Heart Matters
Donations
Patient and Staff welfare
BD Allen Fund
Legacy
Training for Nursing Staff
Scanner Appeal
Donations
Purchase of equipment
Oncology Service
Donations
Patient and Staff welfare
SCBU
Donations
Patient and Staff welfare
Paediatric and Childrens Ward
Donations
Patient and Staff welfare
Breast Cancer Fund (ex Lizzie Duncan)
Donations
Patient and Staff welfare
Microbiology
Donations
Patient and Staff welfare
Bereavement Room
Donations
Patient welfare
Mercury Dementia Appeal
Donations
Patient and Staff welfare
Ophthalmic Fund
Donations
Patient and Staff welfare
Cardiology
Donations
Patient and Staff welfare
Palliative Care
Donations
Patient and Staff welfare
Haematology research fund
Donations
Patient and Staff welfare
Stroke services
Donations
Patient and Staff welfare
Newmarket Radiology
Donations
Patient and Staff welfare
Newmarket Hospital
Donations
Patient and Staff welfare
Wish upon a Star
Donations
Patient and Staff welfare
Chemical Pathology
Donations
Patient and Staff welfare
Critical Care
Donations
Patient and Staff welfare
Phamacy Social Amenities
Donations
Patient and Staff welfare
Emergency Department
Donations
Patient and Staff welfare
Rheumatology
Donations
Patient and Staff welfare
Covid 19
Donations
Patient and Staff welfare
Other Restricted Funds
Total Restricted Funds
Unrestricted funds
Donations Patient and Staff welfare		 Fund Balance
1 April 2020
£000
Income Expenditure
(Loss) /gain on
investments in
year
Fund Balance
31 March 2021
£000
554
101
(187)
68
536
21
1
(3)
3
22
23
(1)
(17)
2
7
15
0
(1)
1
15
17
0
(2)
2
17
38
10
(16)
4
36
27
4
(7)
4
28
58
2
(6)
8
62
21
1
(2)
2
22
14
6
(2)
1
19
37
11
(13)
5
40
89
11
(5)
12
107
28
8
(4)
4
36
279
36
(29)
39
325
15
0
(2)
2
15
16
0
(2)
2
16
15
0
(1)
1
15
77
16
(12)
10
91
21
16
(6)
3
34
39
5
(6)
5
43
10
7
(1)
1
17
14
2
(3)
2
15
11
10
(2)
1
20
50
0
(5)
6
51
0
315
(93)
21
243
225
30
(45)
34
244
1,714
591
(472)
243
2,076
250
104
(77)
39
316
1,964
695
(549)
282
2,392

These are the major funds referred to in Accounting policy note 1(b) the disclosure is based on fund previously disclosed in 2019/20 and funds with brought forward incurred during the year with balances greater than £15,000 and others where there were significant items of income and expenditure incurred during the year.

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