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← My University Hospitals Sussex

2025-03-31-accounts

www.myuhsussex.org

Annual Report 2024-25

Dedicated Charity of University Hospitals Sussex NHS Foundation Trust

Contents

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Message from the Director & Chair 1
About My University Hospitals Sussex 2
Fundraising Introduction 4
A Lively Year for Lanes 4
Swimming for St Richard’s 5
Choice in Childbirth 6
Changing Breast Cancer Care for the Better 7
A Haven for Heroes 8
In Through the Nose 9
Looking to the Future 10
The New Sussex Cancer Centre 11
Board Directors of the Corporate Trustee 12
Administration Details and Professional Advisors 13
Structure, Governance and Management 14
Statement of Trustee’s Responsibility 16
Independent Auditor’s Report 17
Statement of Financial Activities 20
Statement of Financial Position 21
Statement of Cash Flows 22
Notes to the Financial Statements 23
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A Year in Numbers

1 April 2024 – 31 March 2025

£1,516k Patients Welfare

£853k Staff Education and Welfare

£1,931k

Capital Grants

£4,667k Total Charitable Expenditure

Message from the Director & Chair

It gives us great pleasure to welcome you to our annual report and to this exciting account of our progressive work over the last twelve months.

Thanks to the generosity of our donors and supporters, we have raised an outstanding £2 million and every single pound has enabled us to support our ambition to support patient benefit and staff wellbeing across University Hospitals Sussex. These funds have gone far beyond the vital services provided by the NHS, ensuring that our seven hospitals continue to offer exceptional care and life-enhancing experiences.

Here we have seen the charity make a number of strategic and notable investments including a £600k grant in favour of the Trust’s Research & Innovation programme, £240k to bring feeding pumps to some of our smallest and youngest patients at all of our acute sites, and £147k to introduce Savi Scout technology into the Trust, improving outcomes for patients with breast cancer across Sussex. Just a small selection of the grants made and the impact they deliver.

Much of our focus this year has been on building the momentum the charity needs to develop its brand and fundraising mix. We have launched the private phase of our £7.75m campaign for the new Sussex Cancer Centre, which is aimed at supporting the build and commission of

a state-of-the-art cancer treatment capability which will sit alongside the Louisa Martindale Building in Brighton. To be opened in 2029, this campaign sees the charity at its best – working across Sussex to build networks and supporter bases that will prosper and sustain.

All of which makes for an enduring success story at a time when the NHS is having to address significant challenges including staff retention, the increasing demands of an aging population, and the continuing long-term effects of the pandemic. It is our role as the dedicated charity of University Hospitals Sussex to draw upon our innovation and experience to help our colleagues address these challenges and more. To this end, we will continue to develop the three charity sub-strands of My Music, My Comedy and My Kidz to test and scale new ways of engaging with the communities within which we work and live.

On behalf of the Trustees and the entire team, thank you for your continued belief in My Charity and for helping us to create brighter futures for the patients and staff who need us most.

Together in Sussex we can and will achieve.

Wayne Orr Chair of Charitable Funds Committee

Steve Crump OBE Director of Charities & Voluntary Services

My Charity Annual Report 2024-25 1

About My Charity

My Charity – University Hospitals Sussex (My Charity) is the dedicated charity supporting the University Hospitals Sussex NHS Foundation Trust. It was formed in April 2023 by the merging of two former dedicated charities: Love Your Hospital and BSUH Charity.

The charity raises funds for treatment, care and research which go over and above core NHS funding, making real and tangible improvements to patients and staff every day.

We provide state-of-the-art equipment, more comfortable hospital environments and wellbeing initiatives for patients, staff and visitors.

Our work supports seven NHS hospitals across Sussex:

Our values

Engaging

Everything we do is about engaging with our community. It’s communicating and being visible in ways that inspire and compel individuals to support the charity. It’s being there for staff and volunteers as they go about their work. It’s amplifying the voice of the hospital in the local community.

Optimistic

Our outlook is positive. We are here to make the day better for patients, staff and the wider community. It’s a mindset that informs the way we work – looking ahead with optimism and a belief in the possible.

Personal

Our core priorities

We are personal – with the wellbeing of our individuals in mind. Helping patients, staff and visitors to have the best experience in hospital beyond core clinical care and infrastructure. It reflects the Trust’s Patient First strategy.

Our mission

To make life all together better. We enhance the care and experience of everyone who comes through the doors of our hospitals.

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About My University Hospitals Sussex

My Charity takes its fundraising seriously and values its donors and their privacy. The charity takes care to obtain signed written agreements between it and any commercial participators or professional fundraisers that we work with. The charity also adheres to the Chartered Institute of Fundraising and has a robust Information Governance Policy.

We are signed up with the Fundraising Regulator, which ensures that we monitor and report on the following:

During the year there were no failures to comply with the Fundraising Code of Practice, and the charity received no complaints.

My Charity is registered with the Charity Commission for England and Wales (1050864). As a registered charity, we comply with charity law and the regulatory requirements of the Charity Commission. This includes ensuring that all gifts are spent for the maximum public benefit and in alignment with the donors’ wishes. Our charity Trustees have a duty to ‘have regard’ for the Charity Commission’s public benefit guidance when exercising any powers or duties to which the guidance is relevant.

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My Charity Annual Report 2024-25

Fundraising Introduction

It has been 12 months of change in the fundraising department, with new expertise joining the team, to ensure we can meet the increased income targets across the next three years.

During 2024-25 we saw continued support in our local community, forging relationships with local groups, associations and businesses. We received strong support from Lanes Health Club in Rustington, continuing to undertake numerous significant fundraising activities to support their local hospitals.

Masonic lodges in the area were also very supportive across the financial year, contributing over £5,000 whilst pledging their continued support for the future.

Additionally, we received significant funds from our corporate partners; Hemiko generously donated £20,000 to Worthing Hospital and Willmott Dixon contributed £10,000.

We developed a strong relationship with the Dervia Foundation who have provided funding close to £100,000 for core My Charity projects.

Thanks to all our generous donors and committed supporters who have made a positive difference to their local hospitals this year.

A Lively Year for Lanes

When it comes to fundraising, Lanes Health Club do not do things by halves. The Rustington based gym members and staff have come together to raise an impressive £2,348 to support their local hospitals.

Total raised £2,348

From 25 brave souls tackling Tough Mudder, putting their strength, stamina and mental grit to the test with the ultimate obstacle course, to their sell-out monthly quiz night full of laughter, friendly competition and good vibes, there was no challenge too big or small for Lanes.

Laura Stennett, Group Exercise Manager at Lanes Health Club, shared: “Community and compassion are at the heart of everything we do, so to fundraise for our local NHS was really meaningful for us this year. We couldn’t have done it without our amazing members who participated, donated, or simply cheered us on. Every effort made a difference. We’re so proud of what we’ve achieved together.”

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Fundraising Stories

Swimming for St Richard’s

12-year-old Darcey raised over £250 for My Charity to support patients and staff on the Intensive Treatment Unit (ITU) at St Richard’s Hospital.

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Total raised
£250
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After a school project tasked the class to ‘be creative’ on a topic such as war, love or charity, Darcey chose the last theme. She challenged herself to swim as many lengths as possible in two hours, across two days in February, to fundraise for the hospital ward her grandfather, Terry, had been cared for on before his passing in 2022. Darcey managed an impressive 107 lengths across the two hours and raised an equally impressive £250.

Darcey’s adventurous streak and dedication to making a difference in the community make for an ideal fundraiser. She shared: “At seven years old I did a 13 mile walk for charity and that’s when I caught the fundraising bug! Once I’m old enough I’d love to do something like a skydive for the hospital charity. I want to repay the kindness the hospital team showed my grandpa and family.”

Darcey’s grandmother and Terry’s wife, Rosemary, worked as a nurse her whole career before retirement. She was impressed with the care Terry received at St Richard’s Hospital: “After my husband had a rare reaction to the chemotherapy he was receiving for his cancer treatment, he was transferred to the ITU where he stayed until he sadly died six days later. The team of doctors and nurses were so special. They were patient-centred, family-centred and I didn’t have to ask for anything. It was a sad time and I miss him very much, but I will always be grateful for the wonderful care he received during his last days.”

Darcey is truly inspiring and we’re thankful for her fantastic fundraising efforts. These funds will help us continue to improve patient experience and it is such a morale boost for our staff.”

Daisy Rosser Critical Care Ward Manager

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My Charity Annual Report 2024-25

Grant Giving

Choice in Childbirth

My Charity is committed to supporting the Trust to provide excellent care, every time, for every mother and baby across its maternity wards.

Total spend £41,652 Birthing Pool Suite, Maternity Service, Royal Sussex County Hospital

Our midwives listen to, and value the choices of, pregnant people – ensuring the Trust’s Patient First strategy is adhered to in decision making. Providing choice as part of a patient’s birthing plan is vital and the charity is pleased to have helped improve this pathway for expectant mothers with the installation of a new birthing pool at Royal Sussex County Hospital.

Water births are becoming increasingly common in the UK, with approximately 10% of mothers opting to deliver in a birthing pool each year. Water is a proven natural pain reliever; immersion in warm water during childbirth supports buoyancy, easing pressure on the spine and pelvis. This, in turn, reduces the need for stronger forms of pain relief during labour for many patients. What’s more, the National Institute for Health and Care Excellence emphasises the importance of availability of birthing pools on maternity units.

With no birthing pool at Royal Sussex County Hospital, choice was being limited for patients in this area. It was crucial that expectant mothers in Brighton and Hove be offered equal opportunities for their deliveries as others across the country. In partnership with the Dervia Foundation, My Charity was able to support this need into fruition by funding a brand-new birthing pool, as well as a newly installed floor suitable for water births and LED lighting and Bluetooth speakers.

The contemporary room provides a calming environment and positive experience of childbirth.

Rebecca Elms, Head of Midwifery, said: “We are so pleased that more women in the area are now able to consider a waterbirth as part of their birthing plans. The state-of-the-art room opened in February 2025 and we’ve already had 39 women utilise and birth in the pool.”

Leah recently gave birth to her first baby, using the birthing pool in her delivery journey.

The new mum shared:

My labour was long and challenging, but the relief when the time came to use the pool was incredible. I felt relaxed, light and free to move around, which had felt impossible before. It was amazing pain relief in a calming atmosphere. My mood was instantly lifted.”

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Grant Giving

Changing Breast Cancer Care for the Better

Advancements in medical technology have been saving lives in recent years. It is evident that introducing new technology across the NHS is of vital importance to the UK health and care system.

Total spend

£147,000 Savi Scout Consoles, Breast Care Services, Cross-Site

The charity is proud to have continued its ongoing commitment to advancing healthcare in Sussex this year, helping to ensure the University Hospitals Sussex NHS Foundation Trust is at the forefront of pioneering advances in UK healthcare.

My Charity has funded seven Savi Scout consoles, a new radar localisation technology used in breast cancer surgery, for use across multiple sites. Most patients diagnosed with breast cancer require a localisation procedure prior to surgery, which identifies the cancerous lesion, allowing the breast surgeons to accurately target and remove the correct tissue in theatre. The new equipment makes local excisions for early-stage breast cancer easier by pinpointing tumours for more precise removal and more successful outcomes. It provides a consistent clinical performance with non-radioactive and non-magnetic technology, improving comfort for patients compared to the traditional wire localisation.

Breast cancer is the most common cancer in women in the UK, with approximately 55,000 people diagnosed annually. The introduction of this technology at our Trust will improve the experience for diagnosis for the eligible screening population of 250,000 women in Sussex.

We’ve already started to see the impact of the Savi Scout on our patients. Being able to support women to experience not only less discomfort but also optimise cosmetic results for them is so important, and that is exactly what this new equipment enables us to do.

As we continue to utilise the new technology, we hope to see lower re-excision and migration rates, as well as fewer interventional procedures. An outcome that is immeasurable for our patients.”

Geraldine Ncube

Lead Advanced Practitioner – Mammographer

My Charity Annual Report 2024-25 7

Grant Giving

A Haven for Heroes

Bid value

My Charity has the wellbeing of everyone who comes through the doors of our hospitals at its heart. Whether patients, visitors or staff, we are here to make their day better.

£21,522 Staff Hub, Health, Wellbeing & Engagement Programme, St Richard’s Hospital

For our dedicated staff, working tirelessly to support their patients, a moment’s calm can be difficult to come by during their hectic shifts. The Trust’s Health, Wellbeing and Engagement team have been tackling this in recent years by introducing spaces across our hospital sites to provide rare areas of peace and quiet for our NHS heroes. With St Richard’s Hospital one of the last to have such a space installed, the team were quick

Refurbishment began shortly after and now a serene, tranquil and calming room sits just past the entrance corridor of the hospital – central and easy to locate for all staff. The blue walls, comfortable sofas and enticing refreshments allow individuals to step out of their clinical environment they’ve been surrounded by all shift to unwind, recharge and refresh in the aptly named ‘Staff Oasis.’ For recently back to work mothers that wish to continue infant feeding, the room offers an expressing and feeding zone. Relaxing activities such as massages and arts & crafts will be available here on occasion too.

to submit a bid to the charity for funding when a disused room became available on site. We were more than happy to ensure their vision became a reality.

The wellbeing spaces already open at other sites are well used by staff and are having a positive impact on their mental and physical health. It’s somewhere to take ten minutes away from work, have a quiet conversation or simply share a cup of tea with a colleague. The charity has helped us demonstrate to our staff that their wellbeing is a priority. It’s just one of the ways we can say ‘we care, we value and we appreciate you’!”

Eloise O’Shea

Health, Wellbeing and Engagement team

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Grant Giving

In Through the Nose

Each day multiple gastroscopies are performed at Princess Royal Hospital. With improved systems for performing this common procedure now available, the charity is pleased to help ensure patient experience is the best it can be for those undergoing gastroscopy at University Hospitals Sussex.

Pe Total spend £255,424 Transnasal Endoscopes, Gastroenterology Directorate, Princess Royal Hospital

A gastroscopy is a diagnostic method to check inside your throat, oesophagus and stomach. This could be done for digestive symptoms, treatment of some conditions or to check for cancer.

Conventionally, the standard method has used transoral endoscopy, in which a thin, flexible tube is passed into the patient’s mouth, down their throat and into their stomach. This method is invasive, can be sore post-procedure and usually requires sedation with subsequent recovery time.

From increased efficiency due to reduced waiting lists to less apprehensive patients due to it being a more tolerable procedure, the benefits are plenty. The additional transnasal endoscopes are a significant advancement to our service, allowing us to provide the best experience and outcomes for our patients.”

Comparatively, the newer method of transnasal endoscopy inserts a tube through the patient’s nose. Accuracy has been proven the same as the conventional method, but with numerous benefits. Since the nasal route is less sensitive and the nasal endoscopes much smaller, there is no need for sedation; patients remain awake and alert, eliminating the associated risks. Post-procedure monitoring is not needed, thus patients can resume normal activities immediately.

Most gastroscopy services in the UK are now using transnasal endoscopy as a preferable procedure in the diagnostic pathway. My Charity is thrilled to support the service at Princess Royal Hospital to become one of them.

Dr Fergus Chedgy Endoscopy Clinical Lead

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My Charity Annual Report 2024-25

Future Plans

Looking to the Future

During the reporting period the charity team have worked to develop and assure an all-new three-year strategy that is to be implemented with effect 1 April 2025.

Building upon the success of the charity to date, the new strategy will see work focused on four key priorities. These include:

Brand

Development of the charity brand and corporate character continues with an emphasis on community and the role of the charity as an advocate for the Trust across the county and civil society within. Furthermore, we continue to grow our social media presence and to assert ourselves as a leading healthcare funder of note, evidencing to all the impact of the work we fund and the difference it makes to both patient benefit and staff wellbeing.

Fundraising

The charity will design and delivery a fundraising strategy that whilst focusing on the Capital Appeal for the New Sussex Cancer Centre, also allows the charity to build a wider supporter base that affords year on year growth. This is through the use of fundraising methodologies such as tap to donate machines, face to face fundraising, corporate partnerships – such as the three-year partnership with the children’s TV brand, Operation Ouch – special events, legacy giving and more. Central to this fundraising work will be the three charity sub-brands, My Music, My Comedy and My Kidz platforms which allow the charity to engage with audiences that would ordinarily not engage with the Trust and through events that promote and enthuse giving in favour of My Charity.

Grant Making and Funds Assurance

Over the next three years, the charity will deliver a grant making programme that will see more than £13m of funds invested in patient benefit and staff wellbeing initiatives across the seven hospital sites that make up University Hospitals Sussex. This grant making will be digitally led, seismic and impactful, utilising the latest methods for monitoring and evaluation. Independent consultants will be commissioned to evaluate large grants and the findings disseminated across the public domain. This to inform, assure and evidence that supporting the Trust charity can deliver positive outcomes.

Organisational Development

The charity will continue to develop its governance, systems and processes, ensuring organisational resilience and that the charity is able to meet the demands placed upon it by the Trust. Continuing professional development will be central to the growth of the staff team with an emphasis on opportunity – working on projects and workstreams that encourage learning, development and retention.

As the charity readies for growth, accountability to the community it serves – patients and staff – is paramount. We are committed to strengthening our communities by delivering a tangible and meaningful benefit to the people that work on each site, and to those that access care there.

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Future Plans

The New Sussex Cancer Centre

The New Sussex Cancer Centre (NSCC), set to open in 2029, represents a monumental leap forward in cancer care for the 2.2 million people it will serve across Sussex.

This state-of-the-art facility, almost five times larger than the current centre, will bring vital services together, offering comprehensive care under one roof – from scans and routine checks to complex treatments and inpatient care, even allowing direct access for patients having acute episodes, bypassing A&E.

The subsequent public phase will invite everyone to participate in shaping the future of cancer care. Through proactive engagement with community groups, schools, businesses, and the wider public, we aim to make the NSCC a true community asset, a source of pride for all of Sussex.

To make this vision truly exceptional, My Charity has launched a £7.75m Capital Appeal. This vital fundraising effort will complement government funding, enabling us to invest in groundbreaking initiatives. These include advanced radiotherapy machines with integrated scanning, and digital solutions empowering patients to spend more time at home.

Our appeal is being rolled out in two phases. The initial private phase, informed by extensive philanthropic research, aims to secure 70-80% of the appeal target. This offers individuals, corporations, and trusts & foundations a unique opportunity to make a significant contribution and receive recognition within the new centre, marking their pivotal role in this once-in-ageneration improvement.

Realising this ambitious project is the core focus of My Charity’s new three-year strategy. Leveraging expert guidance and the successful models of other NHS cancer centre appeals, our fundraising infrastructure is fully dedicated to achieving the NSCC Capital Appeal goals. The private phase, commencing in financial year 2025/26, has already garnered significant interest from businesses and individuals across East and West Sussex.

The NSCC represents an opportunity to build an exceptional regional cancer centre for Sussex. Together, through the Capital Appeal, we can make this vision a reality.

My Charity Annual Report 2024-25 11

Board Directors of the Corporate Trustee

Board Directors of the Corporate Trustee

The Board of Directors at University Hospitals Sussex NHS Foundation Trust ensure the charity is supporting the objectives and operating alongside the Trust, complementing its core work.

All new Trustees receive an introduction to the charity explaining their role in its operation. Those directly involved with the Charitable Funds Committee may receive additional specific training if required.

Non-Executive Directors

Elizabeth Peers Wayne Orr Chair of Charitable Chair of Charitable Funds Committee Funds Committee Term ended 10 May 2024

Prof. Paul Layzell CBE

Philip Hogan

Prof. Jackie Cassell

Lucy Bloem David Curley

Bindesh Shah

Prof. Malcolm Reed Term ended 31 Jul 2024

Prof. Gordon Ferns Term from 1 Aug 2024

Executive Directors

Alan McCarthy MBE DL Trust Chair Term ended 30 Jun 2024

Philipa Slinger Trust Chair Term from 1 Jul 2024

Dr George Findlay Chief Executive

Dr Andy Heeps Deputy Chief Executive and Chief Operating Officer

Jonathan Reid Chief Financial Officer Term from 1 Nov 2024

Dr Maggie Davies Professor Katie Urch Chief Nurse Chief Medical Officer

David Grantham Chief People Officer

Darren Grayson Chief Governance Officer Term ended 31 Jan 2025

Roxanne Smith Sandi Drewett Karen Geoghegan Chief Strategy Officer Chief Culture and Chief Financial Officer Organisational Development Officer Term ended 19 May 2024

Nigel Kee Chief Operating Officer Term from 10 Mar 2025

Clare Stafford Interim Chief Financial Officer Term from 20 May 2024 to 31 Oct 2024

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Administration Details and Professional Advisors

Administration Details and Professional Advisors

Administration

Principle professional advisors

Registered name:

My University Hospitals Sussex

Working names:

My University Hospitals Sussex My Charity

Registered address:

Worthing Hospital

Lyndhurst Road Worthing West Sussex BN11 2DH

Contact details:

Email: uhsussex.charity@nhs.net Phone: 01273 664708

Bankers:

NatWest

Government Banking Services Branch Premier Place 2½ Devonshire Square London EC2M 4BA

Investment fund managers:

Atomos Investment Ltd

Pacific House 126 Dyke Road Brighton East Sussex BN1 3TE

Auditors:

Kreston Reeves LLP

Registered charity number:

1050864

9 Donnington Park 85 Birdham Road Chichester West Sussex PO20 7AJ

Solicitors:

Capsticks Solicitors LLP

1 St George’s Road Wimbledon London SW19 4DR

My Charity Annual Report 2024-25 13

Governance

Structure, Governance and Management

Overview

The Charitable Funds are registered with the Charity Commission (no. 1050864) in accordance with the Charities Act 2011.

My University Hospitals Sussex is registered as an umbrella charity, the governing document being a trust deed dated 8 September 1995 as amended by Statutory Instrument 2003/866.

The charity is constituted of 49 individual funds as at 31 March 2025 (2024: 52) 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 2006 and these funds are held on trust by the corporate body.

Corporate Trustee

University Hospitals Sussex NHS Foundation Trust acted in the capacity as Corporate Trustee of the Charitable Funds governed by the law applicable to Trusts, principally the Trustee Act 2000 and the Charities Act 2011.

Management of Funds

My University Hospitals Sussex is governed by a Trust deed. The Corporate Trustee is the Trust Board of University Hospitals Sussex NHS Foundation Trust.

The Trust Board, whilst retaining overall responsibility for the management of the funds in its capacity as Corporate Trustee, delegates responsibility to the Charitable Funds Committee. The day to day management is provided by the Charity Director and individual fund managers.

The Trust Board of the Corporate Trustee comprises Executive and Non-Executive members. Non-Executive members of the Board are appointed by the NHS Appointments Commission and Executive members of the Board are subject to recruitment by the Trust Board of University Hospitals Sussex NHS Foundation Trust.

Structure and Governance

The Charity is considered to be a subsidiary for accounting purposes of University Hospitals Sussex NHS Foundation Trust (“Trust”), an organisation established in the United Kingdom.

The Trust has assessed its relationship to the charitable fund and determined it to be a subsidiary because the Trust is exposed to, or has rights to, variable returns and other benefits for itself, patients and staff from its involvement with the charitable fund and has the ability to affect those returns and other benefits through its power over the fund.

The charitable fund’s statutory accounts are prepared to 31 March in accordance with the UK Charities Statement of Recommended Practice (SORP) which is based on UK Financial Reporting Standard (FRS) 102. On consolidation, necessary adjustments are made to the charity’s assets, liabilities and transactions to:

The Trust’s principal purpose is to provide healthcare services for patients and service users in England.

Where funds are received which have specific restrictions set by the donor and a suitable fund is not in existence, a new restricted fund is established.

The charity holds four endowment funds which are capital in perpetuity, the income from which may be used for any purpose other than general maintenance of the hospitals.

The charity produces an induction pack for newly appointed members of the Trust Board. This pack provides information about the charity, including the Corporate Trustee’s annual report and accounts, budgets, policies and minutes, and information about trusteeship, including Charity Commission booklet CC3, The Essential Trustee.

The Corporate Trustee fulfils its legal duty by ensuring that funds are spent in accordance with the objectives of each fund. By designating funds the Corporate Trustee respects the wishes of donors to benefit patient care and advance good health and welfare of patients, carers and staff.

The Financial Accounts Department of University Hospitals Sussex NHS Foundation Trust, which is located in Brighton General Hospital, Elm Grove, Brighton BN2 3EW, is responsible for the day to day financial management and accounting for the charitable funds during the year.

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Governance

Structure, Governance and Management

Risk Management

The major risk to which the Charity is exposed is the possible losses from a fall in the value of the investments and the level of reserves available to mitigate the impact of such losses.

The value of the investments is regularly monitored with the assistance of the Charity’s investment advisers and there are procedures in place to ensure that both spending and firm financial commitments remain in line with income.

Objectives and Activities

The principal objective of the charity is for any charitable purpose relating to the NHS wholly or mainly for the services provided by University Hospitals Sussex NHS Foundation Trust.

During the year the funds continued to support a wide range of health-related activities benefiting both patients and staff. In general, they are used to purchase additional goods and services that the NHS is unable to provide, for example, needed medical equipment. The funds also enable consultants and other medical staff to attend training courses not funded by the NHS. Specific research is also funded. The Corporate Trustee confirms that the activities undertaken and planned future activities are in accordance with the Charity Commission’s guidance on public benefit and the charity’s legal purpose.

Reserves Policy

Under SORP 2019, charitable reserves are identified as income which becomes available to the Charity and is to be spent at the Trustee’s discretion in furtherance of any of the Charity’s objectives, but which is not yet spent, committed or designated.

The definition of ‘reserves’ should exclude:

The majority of the income is classified as designated funds, for the benefit of hospital sites, divisions or individual departments.

Each department is expected to have an expenditure plan, which is updated regularly. The funds are closely and regularly monitored, ensuring they are spent within a reasonable period of time. In line with the Charity Commission’s guidance, a separate Reserves Policy is not required for designated funds. The policy of the Trustee is to spend these monies in accordance with the plans of expenditure as quickly as possible, unless there is a need to save monies for a major purchase.

Unrestricted and undesignated funds allow much more flexibility, and these funds enable the charity to support the Trust’s strategic aims. Where possible, fund raising encourages generic giving.

Financial Review

The principal funding of the charity is from donations and legacies which generated income of £2,244,000 compared to £1,676,000 in 2024. Investment income was £492,000 (2024: £539,000) giving total income of £2,736,000 (2024: £2,215,000). Expenditure on raising funds was £330,000 (2024: £275,000) and expenditure on charitable activities was £4,337,000 (2024: £5,081,000). After loss on investments of £34,000 (2024: gain of £354,000) the net expenditure for the year was £1,965,000 (2024: £2,787,000).

The Trustee reviews the balance of funds on a regular basis. Fund balances as at 31 March 2025 were:

Endowment funds
Restricted funds		 £471,000
£900,000
Designated funds £7,217,000
Free unrestricted general funds
Total Funds as at 31 March 2025		 £2,565,000
£11,153,000

The Reserves Policy is to hold minimum reserves equivalent to six months operational expenses which are expected to be in the region of £749,000. At 31 March 2025 this gives an excess of £1,816,000 above minimum reserves, which provides a buffer in the event of a future drop in income.

My Charity Annual Report 2024-25 15

Financial Statements

Statement of Trustee’s Responsibility

The Trustee is responsible for preparing the Trustee’s Annual Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England & Wales/ Northern Ireland requires the trustee to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the Charity for that period. In preparing these financial statements, the trustee is required to:

The Trustee is responsible for keeping proper accounting records that 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, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. 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.

Investment Policy

The charity manages its investments risks by retaining expert advisors and operating an investment policy that provides for a high degree of diversification of holdings within investment asset classes. The investment portfolio is managed on a full discretionary basis by Atomos Investments Limited who acts as the Trustee’s nominee.

The Trustee’s overall investment objective is to maintain capital in real terms and maximise income. The charity does not make use of derivatives and similar complex financial instruments and it is the Trustee’s policy that no direct investment shall be made in tobacco related shares, in companies listed under alcoholic beverages or anything which does not comply with the aims and ideals of the NHS.

Whilst the charity absolutely aims to spend accumulated funds as quickly as possible in line with the priority of the Trust, where plans take longer to mature the charity always looks to invest funds wisely.

Grant-making Policy

Grants are made from the charity’s funds for divisions, sites and departments. These funds are overseen by Fund Managers who make recommendations on how to spend the money within their area, within the terms of the donation and the fund. Where expenditure is to be funded by a capital grant, the Fund Managers’ recommendations are subject to a full business case and approval by Trust committees (Capital Investment Group and the Medical Equipment Management Group).

Confirmation to Auditors

The Trustee confirms that they have taken steps that they ought to have taken to make them self aware of any information needed by the Charity’s auditor for the purposes of their audit and to establish that the auditor is aware of that information. The Trustee is not aware of any other information of which the auditor should be aware.

Approved by the Trustee and signed on their behalf by:

Signed

Jonathan Reid

Jonathan Reid

Chief Financial Officer

Dated 25 June 2025

16 My Charity Annual Report 2024-25

Financial Statements

Independent Auditor’s Report to the Trustee of My University Hospitals Sussex

Opinion

We have audited the financial statements of My University Hospitals Sussex for the year ended 31 March 2025 which comprise the Statement of Financial Activities, the Balance Sheet, the Cash Flow Statement and the related notes, 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 Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).

In our opinion the financial statements:

Other Information

The other information comprises the information included in the Trustee’s annual report, other than the financial statements and our auditor’s report thereon. The Trustee is responsible for the other information contained within the annual report. 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 inconsistent with the financial statements or our knowledge obtained in the course of the audit or otherwise appears to be materially misstated. 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.

Basis for Opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) 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 are 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. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions Relating to Going Concern

Matters on which we are Required to Report by Exception

We have nothing to report in respect of the following matters in relation to which the Charities (Accounts and Reports) Regulations 2011 require us to report to you if, in our opinion:

In auditing the financial statements, we have concluded that the 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 collectively, may cast significant doubt on the charity’s ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue. Our responsibilities and the responsibilities of the Trustee with respect to going concern are described in the relevant sections of this report.

My Charity Annual Report 2024-25 17

Financial Statements

Independent Auditor’s Report To the Trustee of My University Hospitals Sussex

Responsibilities of Trustee

As explained more fully in the Trustee’s responsibilities statement, the Trustee is responsible for the preparation of the financial statements which give a true and fair view, and for such internal control as the 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 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 Trustee either intends 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 144 of the Charities Act 2011 and report in accordance with regulations made under section 154 of that Act.

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 (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud 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.

Irregularities, including fraud, are instances of noncompliance with laws 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.

Capability of the Audit in Detecting Irregularities, including Fraud

Based on our understanding of the charity and industry, and through discussion with the Trustee and other management (as required by auditing standards), we identified that the principal risks of non-compliance with laws and regulations related to health and safety and anti-bribery. We considered the extent to which non-compliance might have a material effect on the financial statements. We also considered those laws and regulations that have a direct impact on the preparation of the financial statements such as the Charities Act 2011 and Charities Statement of Recommended Practice (FRS 102) 2019. We communicated identified laws and regulations throughout our team and remained alert to any indications of non-compliance throughout the audit. We evaluated management’s incentives and opportunities for fraudulent manipulation of the financial statements (including the risk of override of controls) and determined that the principal risks were related to posting inappropriate journal entries to increase revenue or reduce expenditure and management bias in accounting estimates and judgemental areas of the financial statements.

Audit procedures performed by the engagement team included:

18 My Charity Annual Report 2024-25

Financial Statements

Independent Auditor’s Report To the Trustee of My University Hospitals Sussex

Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, including those leading to a material misstatement in the financial statements or non-compliance with regulation. This risk increases the more that compliance with a law or regulation is removed from the events and transactions reflected in the financial statements, as we will be less likely to become aware of instances of non-compliance. The risk is also greater regarding irregularities occurring due to fraud rather than error, as fraud involves intentional concealment, forgery, collusion, omission or misrepresentation.

We communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit and significant audit findings, including any significant deficiencies in internal control that we identify during our audit.

Use of our Report

As part of an audit in accordance with ISAs (UK), we exercise professional judgment and maintain professional scepticism throughout the audit. We also:

This report is made solely to the charity’s Trustee, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. Our audit work has been undertaken so that we might state to the charity’s Trustee those matters we are required to state to them in an auditor’s report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charity and the charity’s Trustee as a body, for our audit work, for this report, or for the opinions we have formed.

Signed

Kreston Reeves LLP

Chartered Accountants Statutory Auditor Chichester

Dated 25 June 2025

Kreston Reeves LLP is eligible to act as an auditor in terms of section 1212 of the Companies Act 2006.

My Charity Annual Report 2024-25 19

Financial Statements

Statement of Financial Activities Year ending 31 March 2025

Unrestricted Restricted Endowment Total Funds Total Funds
Notes Funds Funds Funds 2025 2024
£’000 £’000 £’000 £’000 £’000
Income from:
Donations, legacies and other income 2 2,237 7 – 2,244 1,676
Investment income 3 492 – – 492 539
Total Income 2,729 7 – 2,736 2,215
Expenditure on:
Raising Funds 4 -330 – – -330 -275
Charitable activities:
Patient welfare
Staf education and welfare		 5
5		 -1,184
-835		 -332
-18		 –
–		 -1,516
-853		 -1,038
-1,154
Misc 5 -37 - – -37 -54
Capital Grants 10 -1,917 -14 – -1,931 -2,835
Total charitable activities -3,973 -364 – -4,337 -5,081
Total expenditure -4,303 -364 – -4,667 -5,356
Net gains/(losses) on investments 11 -34 – – -34 354
Net income/(expenditure) -1,608 -357 – -1,965 -2,787
RECONCILIATION OF FUNDS
Net income/(expenditure) -1,608 -357 – -1,965 -2,787
Transfer between funds – – – – –
Net movement in funds -1,608 -357 – -1,965 -2,787
Total funds brought forward 11,390 1,257 471 13,118 15,905
Total funds carried forward 9,782 900 471 11,153 13,118

20 My Charity Annual Report 2024-25

Financial Statements

Statement of Financial Position As at 31 March 2025

Unrestricted Restricted Endowment Total Funds Total Funds
Notes Funds Funds Funds 2025 2024
£’000 £’000 £’000 £’000 £’000
Fixed Assets
Investments 11 9,139 900 471 10,510 12,002
Total Fixed Assets 9,139 900 471 10,510 12,002
Current Assets
Debtors 12 1,023 – – 1,023 537
Cash at bank and in hand 13 7 – – 7 1,514
Total Current Assets 1,030 – – 1,030 2,051
Current Liabilities
Amounts falling due within one year 14 -387 – – -387 -935
Total Current Liabilities -387 – – -387 -935
Net Current Assets/(Liabilities) 643 – – 643 1,116
Net Assets 9,782 900 471 11,153 13,118
The funds of the charity:
Restricted funds 15 900 900 1,257
Endowment 15 471 471 471
Unrestricted Funds 15 9,782 9,782 11,390
Total Charity funds 9,782 900 471 11,153 13,118

The notes at pages 23 to 29 form part of these accounts.

The financial statements were approved by the Trustee and authorised for issue on and signed on their behalf by:

Signed

Wayne Orr

Chair of Charitable Funds Committee

Dated 25 June 2025

My Charity Annual Report 2024-25 21

Financial Statements

Statement of Cash Flows Year ending 31 March 2025

Total Total
Notes 2025 2024
£’000 £’000
Reconciliation of net income/(expenditure) to net cash fow from
operating activities
Net Income/(expenditure) as per the Statement of Financial Activities -1,965 -2,787
(Deduct)/Add back: Non cash movement on investments 11 34 -354
Deduct: Investment income -492 -539
(Increase)/Decrease in Trade and Other Receivables -487 -224
(Decrease)/Increase in Trade and Other Payables -547 -971
Net cash provided by (used in) operating activities -3,457 -4,875
Cash Flows from Investing Activities
Investment Income from investments 492 539
Net Cash provided by Investing Activities
Cash Flows from Financing Activities
Net Cash movement on Investments
Net Cash generating from fnancing activities		 11 492
1,458
1,458		 539
4,193
4,193
Change in cash and cash equivalents in the reporting period -1,507 -143
Cash and Cash Equivalents at Beginning of the Period 1,514 1,657
Cash and Cash Equivalents at year end 13 7 1,514
Analysis of Changes in Net Debt
At At
1 April
2024		 Cash fows 31 March
2025
Cash and cash equivalents 1,514 -1,507 7
Debt – – –
Net cash/(debt) 1,514 -1,507 7

22 My Charity Annual Report 2024-25

Financial Statements

Notes to the Financial Statements As at 31 March 2025

1. Accounting Policies

Basis of preparing the financial statements The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) ‘Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)’, Financial Reporting Standard 102 ‘The Financial Reporting Standard applicable in the UK and Republic of Ireland’ and the Charities Act 2011. The financial statements have been prepared under the historical cost convention with the exception of investments which are included at market value, as modified by the revaluation of certain assets.

The accounts are prepared on a going concern basis after consideration by the Corporate Trustee that there are no material uncertainties about the Charity’s ability to continue as a going concern. Such consideration includes a review of committed income and expenditures, cash flows and reserves. The Corporate Trustee does not consider that there are any sources of estimation uncertainty at the reporting date that have a significant risk of causing a material adjustment to the carrying amount of assets and liabilities within the next reporting period.

Cost of generating funds

Raising funds includes all expenditure incurred by the charity to raise funds for its charitable purposes and includes costs of all fundraising activities, events and non-charitable trading. Corporate Trustee is free to use for any purpose in furtherance of the charitable objectives.

Expenditure on charitable activities

Costs of charitable activities comprise all costs incurred in pursuit of the objects of the charity, including education and training and grant support to University Hospitals Sussex NHS Foundation Trust in support of a range of charitable activities.

Allocation and apportionment of costs

Overhead and support costs have been allocated to the Unrestricted funds.

Irrecoverable VAT

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

Funds structure

The funds are classified in the accounts in three categories, Restricted, Unrestricted and Endowment Funds.

The accounts are prepared in GBP and rounded to the nearest £1,000.

Changes in accounting policies

There has been no change in the basis of accounting for the year.

Income and endowments

All income and endowments, including legacies, are recognised in line with FRS 102 and this is based upon the Charity having a recognised legal entitlement to the income. It is probable that the income will be received and that the income can be measured with sufficient reliability.

Donated income recorded in the accounts is solely that which has been receipted via the cashier’s office or credited directly into the Charity bank account by the donor.

Expenditure

Expenditure is recognised when a liability is incurred.

Grants are only made to related NHS bodies and non NHS bodies in the furtherance of charitable activities.

Restricted Funds are funds which are to be used in accordance with specific restrictions imposed by the donor and/or the Corporate Trustee at the inception of the fund. of the charitable objectives.

Unrestricted funds include designated funds which are not legally restricted but which the Corporate Trustee has chosen to earmark for set purposes.

Endowment funds are funds where the capital is held in perpetuity to generate income for charitable purposes and cannot itself be spent. The income earned on these funds will be categorised as restricted or unrestricted according to the restrictions imposed by the donor.

Realised gain and losses

All gains and losses are taken to the Statement of Financial Activities at the year end. Realised gains and losses on investments are calculated as the difference between sale proceeds and book cost. Unrealised gains and losses are calculated as the difference between the market value at the year end and the opening market value (or purchase if later).

My Charity Annual Report 2024-25 23

Financial Statements

Notes to the Financial Statements As at 31 March 2025

2. Donations, legacies and other income

Unrestricted Restricted Endowment Total Funds Total Funds
Funds Funds Funds 2025 2024
£’000 £’000 £’000 £’000 £’000
Donations 531 7 – 538 597
Legacies 1,700 – – 1,700 1,070
Other income 6 – – 6 9
Total donations, legacies and other income 2,237 7 – 2,244 1,676

3. Investment income

3. Investment income
Unrestricted Restricted Endowment Total Funds Total Funds
Funds Funds Funds 2025 2024
£’000 £’000 £’000 £’000 £’000
Fixed asset equity and similar investments 492 – – 492 539
Total investment income 492 – – 492 539

4. Analysis of expenditure on raising funds

4. Analysis of expenditure on raising funds
Unrestricted Restricted Endowment Total Funds Total Funds
Funds Funds Funds 2025 2024
£’000 £’000 £’000 £’000 £’000
Fund raising events -11 – – -11 -61
Support costs -291 – – -291 -197
Other costs -28 – – -28 -17
Total -330 – – -330 -275

5. Charitable activities and support costs

Analysis of charitable expenditure

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 grant funding in both the current and prior year. Of the Grants made, £168k was from Restricted Funds (2024: £128k). Grants were approved in favour of UH Sussex for the benefit of patients and staff.

Charitable Activities

Charitable Activities
Grant funded Total Funds Total Funds
Notes activity Support Costs 2025 2024
£’000 £’000 £’000 £’000
Patient welfare
Staf education and welfare		 -1,230
-692		 -286
-161		 -1,516
-853		 -1,038
-1,154
Misc -30 -7 -37 -54
Capital Grants 10 -1,568 -363 -1,931 -2,835
Totals -3,520 -817 -4,337 -5,081

Administrative expenses

Administrative expenses are the costs of the team employed by UH Sussex to manage the Charity. Governance costs are also included here and are those costs which are related to the strategic management of a charity. Costs are allocated between raising funds and support costs on the basis shown below.

Fund Raising Support Total Total
Costs Costs 2025 2024
£’000 £’000 £’000 £’000
External audit – -23 -23 -22 Direct allocation
Investment costs – -56 -56 -61 Direct allocation
Governance – -79 -79 -83
Finance administration
Charity ofce		 –
-291		 -162
-576		 -162
-867		 -162 Time (%)
-683 Time (%)
Total -291 -817 -1,108 -928

24 My Charity Annual Report 2024-25

Financial Statements

Notes to the Financial Statements As at 31 March 2025

6. Analysis of staff costs and remuneration of key management personnel

The charity does not employ staff so there are no employee benefits or remuneration costs. The Charity team and the Finance staff are employees of UH Sussex, and their costs are recharged to the charity and are included within the Administrative expenses in Note 5. Employment costs such as Employers National Insurance or Pensions, are included in the recharged amount and the charity will not have liabilities of this nature.

The average head count during the year was 13 (11 in 2024) and the average number of full time equivalent employees during the year was 12 (11 in 2024). The employees were involved in fund raising and providing support services to charitable activities.

One Trust employee received benefits of more than £60,000 which fell in the banding £110,000-£120,000 (2024: £90,000-£100,000) and a second Trust employee received benefits which fell into the banding £60,000£70,000 in the current year.

The charity considers the members of the Board of Directors of UH Sussex (the corporate trustee) to be its key management personnel. Their services are provided at no cost to the charity.

7. Auditor’s remuneration

The Auditor’s remuneration for the current year audit is at £18,900 net of VAT (£18,000 net of VAT in 2024). The amount included within the Governance costs is the gross value of £22,680 (£21,600 in 2024).

8. Role of volunteers

Volunteers add significant benefit to the charity, without them we would not be able to deliver the breadth of support for the trust that we do. Like all charities, the charity is reliant on a team of volunteers to assist in the running of the charity. Our volunteers perform the following roles:

9. Trustee’s remuneration, benefits

and expenses

The Board of Directors of UH Sussex act as the corporate trustee of the charity. As stated in Note 6 their services are provided at no cost to the charity.

10. Capital Grants

All grants are made to UH Sussex to provide for the care of NHS patients and for the education and welfare of its staff. The Corporate Trustee operates a scheme of delegation, through which a grant funded activity is managed by fundholders responsible for the day to day administration of their funds. The Charity does not make grants to individuals. The Capital grants received by the beneficiary were as follows:


benefciary were as follows:
Total
2025
£’000
Transnasal Endoscopes
Savi Scout Localisation
Care Cube – Real Time Digital Workfow
Trust-wide Cycling Facilities
Simulation Suite Equipment
Endoscopy Monitors
Birthing Pools
Echolaser TRA Treatment
Remote Patient Reported
Outcomes Monitoring
B-Scan ophthalmic imaging devices
St. Richard’s Macmillan Hub works
Sussex Rehab Centre Patient Kitchen
Cut-up Bench
Patient Monitors – Major Trauma
Dental Chair
Philips Azurion TSM-PRO Tablet
Gynacology Examination Chair
Wellbeing Hub works
Cold Cap
Diamond Band Saw
X-Ray Imaging Chair
Paxman Cold Cap Machine
Refurbishment of rest facilities
Radiotherapy Limbs Plate
Maple Suite works
Kitchen Storage Unit
Video Head Impulse Test
Cardiac Monitors		 255
147
141
130
107
96
83
72
48
39
37
36
35
29
28
26
20
22
16
15
15
14
13
13
12
12
12
11
Other items <£10,000 84
Total Capital Grants 1,568

My Charity Annual Report 2024-25 25

Financial Statements

Notes to the Financial Statements As at 31 March 2025

11. Fixed Asset Investments

Movement in fxed asset investment Unrestricted
Funds		 Restricted
Funds		 Endowment
Funds		 Total Funds
2025		 Total Funds
2024
£000s £000s £’000 £000s £000s
Market value brought forward 10,274 1,257 471 12,002 15,841
Net movement -1,135 -357 – -1,492 -3,839
Market value as at 31 March 9,139 900 471 10,510 12,002
Total Total
Fixed asset investment by type 2025 2024
£000s £000s
Fixed Interest Funds 8,541 9,355
Equities 1,721 1,645
Unit/Investment Trust – –
Cash held for reinvestment 248 1,002
Total 10,510 12,002

All investments are carried at their fair value.

All investments are carried at their fair value.
Total
Analysis of current year movement 2025
£000s
Income receipts (dividends and interest)
Payment of Investment Management Fees
Funds paid over to Charity
Net cash movement on Investments		 518
-61
-1,915
-1,458
Non cash movement on investments – Unrealised loss -34
Total net movement -1,492

12. Analysis of current debtors

12. Analysis of current debtors
2025 2024
Total Total
£’000 £’000
Accrued income 992 533
Prepayments 31 4
Total debtors under 1 year 1,023 537

There are no debtors owing that are more than 1 year.

13. Analysis of cash and cash equivalents

13. Analysis of cash and cash equivalents
2025 2024
Total Total
£’000 £’000
Cash held at bank 7 1,514
Total cash and cash equivalents 7 1,514

14. Analysis of liabilities

14. Analysis of liabilities
2025 2024
Total Total
£’000 £’000
Creditors – intercompany balance owed to UH Sussex -275 -753
Accruals -112 -182
Total creditors under 1 year -387 -935

There are no creditors falling due after more than 1 year.

26 My Charity Annual Report 2024-25

Financial Statements

Notes to the Financial Statements As at 31 March 2025

15. Analysis of charitable funds
Balance at (Gains) and Balance at
1 April 2024 Income Expenditure Transfers losses 31 March 2025
£’000 £’000 £’000 £’000 £’000 £’000
Material funds
Restricted funds
PGMC Education Fund 665 – -110 – – 555
Library Endowment fund 418 – -166 – – 252
Fernhurst Appeal 65 7 -27 – – 45
NHS Charities Together 109 – -61 – – 48
Total Restricted Funds 1,257 7 -364 – – 900
Endowment Funds
Miss Hannington 401 – – – – 401
Other Funds 70 – – – – 70
Total Endowment Funds 471 – – – – 471
Unrestricted Funds
Designated Funds
Cancer Funds 2,118 587 -942 13 – 1,776
Specialist Services 4,230 132 -780 -52 – 3,530
Other Funds 1,451 465 -959 954 – 1,911
Total Designated Funds 7,799 1,184 -2,681 915 – 7,217
General Funds 3,591 1,545 -1,622 -915 -34 2,565
Total Unrestricted Funds 11,390 2,729 -4,303 – -34 9,782
Grand Total 13,118 2,736 -4,667 – -34 11,153

Details of Material funds held at 31 March 2025

Following the group reconstruction in 2023, the Trustees reorganised funds around Trust divisions and site specific Funds. This resulted in transfers within Unrestricted Funds, but no transfers were made within Restricted or Endowment Funds.

Fund type Name Description of the nature and purpose of each fund
Restricted funds PGMC Education Fund Support Post graduate medical and dental training
Library Endowment fund Development of library services
Fernhurst Appeal To provide and maintain a Cancer Day Unit at the Trust
Endowment Miss Hannington Capital in Perpituity
Designated funds Cancer Funds For the beneft of Cancer patients and staf
Specialist Services For the beneft of Specialist Services patients and staf
including Cardiovascular
General Funds For the general beneft of patients and staf in the hospitals

My Charity Annual Report 2024-25 27

Financial Statements

Notes to the Financial Statements As at 31 March 2025

16. Commitments, liabilities and provisions

The Trustee recognises liabilities in the accounts once they have incurred a legal or constructive obligation to expend the funds. No provision has been included in this set of accounts as no such circumstances existed at the year end.

17. Contingencies

There were no contingent gains, losses, assets or liabilities.

18. Controlling party

The Board of Directors of University Hospitals Sussex NHS Foundation Trust (formerly WSHFT) act as the corporate trustee of the charity, the ultimate controlling party.

With effect from 1 April 2021 the Board of Directors of University Hospitals Sussex NHS Foundation Trust (UH Sussex) act as the corporate trustee of My University Hospitals Sussex (registered charity no. 1050864).

19. Related Party Transactions

The Board of Directors of UH Sussex acts as the corporate trustee for the charity.

None of the members of UH Sussex’s Board of Directors or parties related to them has undertaken any transactions with the charity or received any benefit from the charity in payment or in kind. These directors received no honoraria or emoluments in the year. No expenses have been paid by the charity to these directors.

UH Sussex makes a number of clerical and transaction services available to the charity, by agreement with the trustee. These include fundraising, administrative and finance support services at a cost of £1,029k in 2025 (£845k in 2024).

These costs are included within support costs – see Note 5. University Hospitals Sussex NHS Foundation Trust is the main creditor of the charity - see Note 14.

20. Post Balance Sheet Events

There were no Post Balance Sheet Events to report.

28 My Charity Annual Report 2024-25

Financial Statements

Statement of Financial Activities As at 31 March 2024

21. Comparatives for the statement of financial activities (31 March 2024)

Unrestricted Restricted Endowment Total Funds
Notes Funds Funds Funds 2024
£’000 £’000 £’000 £’000
Income from
Donations, legacies and other income 2 1,641 35 – 1,676
Investment income 3 539 – – 539
Total Income 2,180 35 – 2,215
Expenditure on
Raising Funds -275 – – -275
Charitable activities
Patient welfare
Staf education and welfare		 -990
-1,122		 -48
-32		 –
–		 -1,038
-1,154
Misc -51 -3 – -54
Capital Grants -2,790 -45 – -2,835
Total charitable activities -4,953 -128 – -5,081
Total expenditure -5,228 -128 – -5,356
Net gains/(losses) on investments 11 354 – – 354
Net income/(expenditure) -2,694 -93 – -2,787
RECONCILIATION OF FUNDS
Net income/(expenditure) -2,694 -93 – -2,787
Transfer between funds – – – –
Net movement in funds -2,694 -93 – -2,787
Total funds brought forward 14,084 1,350 471 15,905
Total funds carried forward 11,390 1,257 471 13,118

My Charity Annual Report 2024-25 29

My Charity Royal Sussex County Hospital Eastern Road Brighton East Sussex BN2 5BE

01273 664708 uhsussex.charity@nhs.net Registered Charity Number: 1050864

www.myuhsussex.org