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2025-03-31-accounts

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BLACKPOOL TEACHING HOSPITALS CHARITABLE FUND AND RELATED CHARITIES

Registration Number 1051570

ANNUAL REPORT & FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2025

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Annual Report and Financial Statements 2024/25

BLACKPOOL TEACHING HOSPITALS CHARITABLE FUND AND RELATED CHARITIES

(Charity Commission Registration Number 1051570)

ANNUAL REPORT

&

FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2025

Trustee’s Report 2024/25

Objectives and Activities
Achievements and Performance
Financial Review
Structure, Governance and Management
Reference and Administrative Details for 2024/25
Page Number
2
3
4
5
8

Financial Statements 2024/25

Trustee’s Responsibilities Statement 10
Independent Auditor’s Report 11
Statement of Financial Activities 15
Balance Sheet 16
Cash Flow Statement 17
Notes to the Financial Statements 18

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Annual Report and Financial Statements 2024/25

Objectives and Activities

Blackpool Teaching Hospitals Charitable Fund and Related Charities is registered with the Charity Commission (registered Charity number 1051570) in accordance with the Charities Act 2011. The Charity Commission approved the use of a working name, Blue Skies Hospitals Fund, in 2007.

In partnership with Blackpool Teaching Hospitals NHS Foundation Trust (the Trust), this Charity enhances the provision of first-class patient care for public benefit. It supports the provision of healthcare, free at the point of need and cares for staff, patients, carers, and families by focusing on areas not covered, or fully supported, by central NHS funds. Blue Skies Hospitals Fund exists to support the best in healthcare and medical research at the Trust. Its aim is to help the Trust become world-class in-patient care.

The Charity has the following objectives:

Throughout 2024/25, we have maintained rigorous oversight to ensure that all approved grants reflect the strategic aims of both the Charity and the Trust. This has been achieved via quarterly Charitable Funds Committee meetings, ensuring alignment and accountability..

We have continued to work closely with Fund Advisors, supporting them in making informed decisions regarding charitable expenditure. Advisors are encouraged to proactively identify opportunities to deploy charitable funds in ways that enhance patient care across their respective areas. Regular reviews ensure that fund stewardship remains with the most appropriate individuals.

All charitable expenditure arising from successful funding applications has been monitored by Blue Skies Hospitals Fund throughout 2024/25. This oversight ensures that spending is conducted efficiently and in accordance with Charity Commission guidance and internal governance standards.

This year, we have successfully secured funding through partners such as the Rosemere Cancer Foundation. Our longstanding relationship with Beaverbrooks continues to flourish, with the company generously match-funding all staff-led fundraising efforts for Blue Skies.

We have actively promoted Blue Skies Hospitals Fund both within the Trust and across the wider community. Our Ambassador Scheme, relaunched in 2023/24, now boasts over 50 dedicated individuals—both internal and external—who champion the Charity through social media, event organisation, and community outreach.

Legacy fundraising remains a key focus, supported by ongoing promotion via our magazine, solicitor visits, and a branded double-decker bus circulating the Fylde Coast. We also continue to encourage Gift Aid uptake by including forms in donor thank-you letters and featuring reminders in our publications. Funeral Directors are regularly engaged to promote In Memory donations.

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Annual Report and Financial Statements 2024/25

Our community fundraising efforts have been bolstered by a growing team of Blue Skies volunteers who support our Community Fundraiser at events, festivals, and other public engagements. These activities help raise both awareness and funds for the Charity.

Plans for the future

In addition to the above, the Charity also aims to:

Achievements and Performance

During 2024/25 the Charity has been able to purchase the following items:

During 2024/25 the Charity also:

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Annual Report and Financial Statements 2024/25

The Charity follows the Code of Fundraising Practice when undertaking fundraising activities, with particular focus being given to how to identify and protect vulnerable donors. The Charity pays a levy to the Fundraising Regulator each year and it is registered with the Fundraising Preference Service. In 2024/25, the Charity received no formal complaints in relation to fundraising activities. Informal complaints were followed up and resolved with lessons learned being carried forward. Funds are raised by the Charity to support the hospital and our charitable objectives in a variety of ways as follows:

Financial Review

The Charity’s reporting year runs from 1 April to 31 March. In the reporting year 2024/25, the Charity received donations, legacies, and grants totalling £509k (2023/24: £931k) fundraising and trading activities totalling £386k (2023/24: £308k) and Investment income totalling £46k (2023/24: £67k).

Reserves Policy

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Annual Report and Financial Statements 2024/25

Investment Policy

Analysis of Risk

Structure, Governance and Management

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Annual Report and Financial Statements 2024/25

Blackpool Victoria Hospital General Purposes Fund (Unrestricted Funds)

This fund is constituted of gifts received by the Charity, where donors have expressed no preference for its expenditure. Applications are received during the year from staff for approval by the Head of Fundraising and the Head of Financial Services up to £1,000, Executive Director of Finance between £1,000 and £5,000 or the Charitable Funds Committee for requests of more than £5,000.

The Charitable Funds Committee makes decisions based on the contents of the paperwork submitted and, if required, will ask the applicant to make a presentation at a committee meeting. The

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Annual Report and Financial Statements 2024/25

Corporate Trustee agrees areas of focus to enable the Charitable Funds Committee to prioritise funding accordingly.

Restricted and Designated Funds

These funds usually contain donations when the donor nominates a particular activity, ward, or department of the Trust at the time of their donation. Donations made to restricted funds are binding on the Corporate Trustee, and those made to designated funds are not binding on the Corporate Trustee. The delegated Fund Advisors, who make recommendations on how to spend the money within their area, oversee the funds. Once these recommendations are agreed the funds can be spent at any time. Applications are received during the year from staff for approval by the Head of Fundraising and the Head of Financial Services up to £1,000, Executive Director of Finance between £1,000 and £5,000 or the Charitable Funds Committee for requests of more than £5,000.

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Annual Report and Financial Statements 2024/25

Reference and Administrative Details for 2024/25

Mrs Laura Hunter-Cross (Head of Financial Services) until 31.10.2024 Mrs Holly Hughes (Deputy Head of Financial Services) from 01.11.2024 to 15.12.2024 Miss Jayne Mcelhinney (Head of Financial Services) from 16.12.2024 Home 7, Blackpool Victoria Hospital, Whinney Heys Road, Blackpool, FY3 8NR Email address: bfwh.blueskies@nhs.net

James Wilkie (Non-Executive Director) Trust Chair Fergus Singleton (Non-Executive Director & Charitable Funds Chair) Patricia Armstrong-Child (Chief Executive Officer) until 11.04.2024 Maggie Oldham (Chief Executive Officer) interim from 12.04.2024, substantive from 04.10.2024 Saba Sadiq (Chief Finance Officer) until 12.11.2024 Tim Bennett (Interim Chief Finance Officer) from 13.11.2024 to 30.04.2025 Andrew Harrison from 01.05.2025 Katy Coope (Chief People Officer) Steven Christian (Deputy CEO / Executive Director of Strategy & Transformation) until 24.02.2025 Catherine McDonald (Deputy Chief Executive Officer & Chief Strategy Officer) from 27.01.2025 Bridget Lees (Chief Nurse, AHP and Midwifery Officer) until 06.06.24, returning 01.04.25 Marie Forshaw (Interim Chief Nurse) from 07.06.2024 until 31.01.2025 Nasha Ellahi (Interim Chief Nurse) from 01.02.2025 until 31.03.2025 Chris Barben (Chief Medical Director) until 13-06-2025 Neil Hartley-Smith (Chief Medical Director) from 14-06-2025 Shelley Wright (Joint Executive Director of Communications) until 29.11.2024 Janet Parr previously Barnsley (Chief Operating Officer) Adrian Carridice-Davids (Non-Executive Director) Fiona Poxon (Non-Executive Director) Andrew Roach (Non-Executive Director) Tracy Hopkins (Non-Executive Director) from 01.08.2024 Naeed Khan (Non-Executive Director) from 01.08.2024 Nicholas Hardiker (Non-Executive Director) from 01.08.2024 Paul McKevitt (Non-Executive Director) from 03.02.2025 Esther Steel (Director of Corporate Governance) until 07-07-2025

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Annual Report and Financial Statements 2024/25

Fergus Singleton (Non-Executive Director & Charitable Funds Chair) Steven Christian (Deputy CEO / Executive Director of Strategy & Transformation) until 24.02.2025 Bridget Lees (Chief Nurse, AHP and Midwifery Officer) until 06.06.24, returning 01.04.25 Catherine McDonald (Deputy Chief Executive Officer & Chief Strategy Officer) from 27.01.2025 Saba Sadiq (Chief Finance Officer) until 12.11.2024 Mr Adrian Carridice-Davids (Non-Executive Director) Chris Barben (Chief Medical Director) Nadia Khan (Non-Executive Director) from 01.08.2024 Janet Parr previously Barnsley (Chief Operating Officer) Esther Steel (Director of Corporate Governance)

Others currently serving:

Steve Barrow (Deputy Director of Finance) until 31.10.2024 Laura Hunter-Cross (Head of Financial Services until 31.10.2024 Holly Hughes (Deputy Head of Financial Services) from 01.11.2024 Kila Redfearn (Head of Charity) Nicci Hayes (Charity Bids and Legacies Officer) Neil Bramhall (Procurement Capital Buyer) Gaynor Jones (Corporate Governance Officer) Lauren Kavanagh (Corporate Governance Officer) Nigel Stout (Procurement (OneLSC) Claire Woodward (Assistant Technical Accountant)

Rawcliffe & Co Unit 1 Barons Court Graceways Blackpool Lancashire FY4 5GP

Royal Bank of Scotland PLC 36 St Andrew’s Square Edinburgh EH2 2YB

Hempsons Solicitors Portland Tower Portland Street Manchester M1 3LF

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Annual Report and Financial Statements 2024/25

Trustee’s Responsibilities Statement

The Corporate Trustee (i.e. the Foundation Trust) 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), including FRS 102 “The Financial Reporting Standard applicable in the UK and Republic of Ireland”.

The law applicable to charities in England and Wales requires the Corporate 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 Corporate Trustee is required to:

The Corporate 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 Charities (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.

The Corporate Trustee is responsible for the maintenance and integrity of the Charity and financial information included on the Charity’s website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

By Order of the Corporate Trustee

Date: 19 November 2025 Chairman, Fergus Singleton Charitable Funds Committee

Date: 19 November 2025

Chief Financial Officer, Andrew Harrison NHS Foundation Trust Board

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Annual Report and Financial Statements 2024/25

Blackpool Teaching Hospitals Charitable Fund And Related Charities

Independent Auditor's Report to the Members of Blackpool Teaching Hospitals Charitable Fund And Related Charities

Opinion

We have audited the financial statements of Blackpool Teaching Hospitals Charitable Fund And Related Charities (the 'charity') for the year ended 31 March 2025, which comprise the Statement of Financial Activities, Balance Sheet, 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 United Kingdom Accounting Standards, comprising Charities SORP - FRS 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and applicable law (United Kingdom Generally Accepted Accounting Practice).

In our opinion the financial statements:

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 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

In auditing the financial statements, we have concluded that the trustees 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 original financial statements were authorised for issue.

Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report.

Other information

The trustees are responsible 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.

In connection with our audit of the financial statements, 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 audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether there is a material misstatement in the financial statements or a material misstatement of the other information. 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..

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Annual Report and Financial Statements 2024/25

Blackpool Teaching Hospitals Charitable Fund And Related Charities

Independent Auditor's Report to the Members of Blackpool Teaching Hospitals Charitable Fund And Related Charities (continued)

Matters on which we are required to report by exception

In the light of our knowledge and understanding of the charity and its environment obtained in the course of the audit, we have not identified material misstatements in the Trustees' Report.

We have nothing to report in respect of the following matters where the Charities (Accounts and Report) Regulations 2008 requires us to report to you if, in our opinion:

Responsibilities of trustees

As explained more fully in the Statement of Trustees' Responsibilities (set out on page 10), the trustees are 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 trustees determine 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 trustees are 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 Responsibilities for the audit of the financial statements

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.

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Annual Report and Financial Statements 2024/25

Blackpool Teaching Hospitals Charitable Fund And Related Charities

Independent Auditor's Report to the Members of Blackpool Teaching Hospitals Charitable Fund And Related Charities (continued)

The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

Our approach to identifying and assessing the risks of material misstatement in respect of irregularities, including fraud and non-compliance with laws and regulations, was as follows:

• the engagement partner ensured that the engagement team collectively had the appropriate competence, capabilities and skills to identify or recognise non-compliance with applicable laws and regulations;

• we identified the laws and regulations applicable to the charity through discussions with directors and other

management, and from our commercial knowledge and experience of the charity sector;

• we focused on specific laws and regulations which we considered may have a direct material effect on the financial statements or the operations of the charity, including relevant legislation such as the Charities Act 2011, taxation legislation, data protection, anti-bribery, employment, environmental and health and safety legislation;

• we assessed the extent of compliance with the laws and regulations identified above through making enquiries of management and inspecting legal correspondence; and

• identified laws and regulations were communicated within the audit team regularly and the team remained alert to instances of non-compliance throughout the audit.

We assessed the susceptibility of the charity’s financial statements to material misstatement, including obtaining

an understanding of how fraud might occur, by:

• making enquiries of management as to where they considered there was susceptibility to fraud, their knowledge of actual, suspected and alleged fraud; and

• considering the internal controls in place to mitigate risks of fraud and non-compliance with laws and regulations.

To address the risk of fraud through management bias and override of controls, we:

• performed analytical procedures to identify any unusual or unexpected relationships;

• tested journal entries to identify unusual transactions;

• assessed whether judgements and assumptions made in determining the accounting estimates set out in Note 1

were indicative of potential bias; and

• investigated the rationale behind significant or unusual transactions.

In response to the risk of irregularities and non-compliance with laws and regulations, we designed procedures

which included, but were not limited to:

• agreeing financial statement disclosures to underlying supporting documentation;

• reviewing correspondence with HMRC, relevant regulators and the charity’s legal advisors.

There are inherent limitations in our audit procedures described above. The more removed that laws and regulations are from financial transactions, the less likely it is that we would become aware of noncompliance.

Auditing standards also limit the audit procedures required to identify non-compliance with laws and regulations to enquiry of the trustee and other management and the inspection of regulatory and legal correspondence, if any.

Material misstatements that arise due to fraud can be harder to detect than those that arise from error as they may involve deliberate concealment or collusion.

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Annual Report and Financial Statements 2024/25

Blackpool Teaching Hospitals Charitable Fund And Related Charities

Independent Auditor's Report to the Members of Blackpool Teaching Hospitals Charitable Fund And Related Charities (continued)

A further description of our responsibilities is available on the Financial Reporting Council’s website at: www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditor’s report.

Use of our report

This report is made solely to the charity trustees, as a body, in accordance with section 144 of the Charities Act 2011 and regulations made under section 154 of that Act. Our audit work has been undertaken so that we might state to the trustees those matters we are required to state to trustees in an auditors' 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 its trustees as a body, for our audit work, for this report, or for the opinions we have formed.

...................................... Kirsten Shearer FCA (Senior Statutory Auditor) For and on behalf of Rawcliffe & Co Limited, Statutory Auditor

Unit 1 Barons Court Graceways Whitehills Business Park Blackpool Lancashire FY4 5GP

Date: 19 November 2025

Rawcliffe & Co Limited is eligible for appointment as auditor of the charity by virtue of its eligibility for appointment as auditor of a company under section 1212 of the Companies Act 2006.

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Annual Report and Financial Statements 2024/25

Statement of Financial Activities for the year ended 31 March 2025

Note Unrestricted
Funds
Restricted
Funds
Total
Funds
2024/25
Unrestricted
Funds
2023/24
Restricted
Funds
2023/24
Total
Funds
2023/24
£000
£000
£000
£000
£000
£000
Income from:
Donations and Legacies 2 320
189
509
320
611
931
321
65
386
230
78
308
26
20
46
40
27
67
Fundraising and Trading 2
Investment Income 8
Total incoming resources 667
274
941
590
716
1,306
Expenditure on: 369
119
488
306
100
406
42
131
173
495
412
907
185
69
254
112
60
172
6
27
33
8
21
29
3
3
6
5
12
17
29
4
33
128
196
324
20
15
35
25
16
41
Raising Funds 3.1
Charitable activities:
Purchase of medical equipment
Purchase of non-medical items
Patient welfare
Staff education and welfare
Estate management
Governance costs 3.2
Total expenditure 654
368
1,022
1,078
817
1,895
13
(95)
(81)
(488)
(101)
(589)
485
454
939
973
555
1,528
Net movement in funds
Reconciliation of funds
Total funds brought forward
at 1 April
Fund balances carried forward
at 31 March 498
360
858
485
454
939

There were no other recognised gains or losses other than those listed above and the net income for the year. All income and expenditure is derived from continuing activities

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Annual Report and Financial Statements 2024/25

Balance Sheet as at 31 March 2025

Note 31 March 31 March
2025 2024
£000 £000
Current assets:
Stock 4 23 25
Debtors Debtors
5
79 68
Cash at bank and in hand 9 788 788 1,038
Total current assets 890 890 1,131
Liabilities:
Creditors: amounts falling due within 6 32 32 192
one year
Net current assets 858 939
Total net assets 858 858 939
The funds of the Charity:
Restricted income funds 12 360 360 454
Unrestricted income funds 12 498 498 485
Total Charity funds 858 858 939

The notes on pages 14 to 23 form part of these financial statements.

The Charitable Funds Committee and Corporate Trustee approved the financial statements.

The financial statement were approved by the Corporate Trustee on 19 November 2025 and signed on its behalf by:

Date: 19 November 2025

Mr Fergus Singleton Non-Executive Director Chair of the Charitable Funds Committee

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Annual Report and Financial Statements 2024/25

Statement of Cash Flows for the year ended 31 March 2025

2024/25
£000
2023/24
£000
Cash flows from operating activities:
Reconciliation of net income to net cash flow from operating
activities
Net income / (expenses)as per the SOFA (81)
(589)
Adjusted for:
(Increase) / decrease in debtors
(Increase) / decrease in stock
(11)
2
5
(22)
(Decrease) / increase in creditors (160)
28
Net cash generated / (used in) from operating activities (250)
(578)
Net increase / (decrease) in cash and cash equivalents (250)
(578)

Cash and cash equivalents at beginning of year
1,038
1,616
Cash and cash equivalents at the end of the year 788
1,038

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Annual Report and Financial Statements 2024/25

Notes to the Financial Statements

Year ended 31 March 2025

General Information

Blackpool Teaching Hospitals Charitable Fund and Related Charities is registered with the Charity Commission (registered Charity number 1051570) in accordance with the Charities Act 2011. The Charity Commission approved the use of a working name, Blue Skies Hospitals Fund, in 2007. The funds are held on trust by Blackpool Teaching Hospitals NHS Foundation Trust as a corporate body. It has existed in its present form since 2003. The Trust, as a Corporate Trustee, is managed by a Board of Directors.

Blue Skies Hospitals Fund exists to support the best in healthcare and medical research at Blackpool Teaching Hospitals NHS Foundation Trust. The registered office is given on page 8.

1. Accounting Policies

1.1 Basis of preparation

The financial statements are prepared under the historical cost convention, in accordance with the accounting policies set out in notes to the accounts and comply with the Charities Act 2011 and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with FRS 102 published in October 2019.

1.2 Going concern

The 2024/25 financial statements for the Blackpool Teaching Hospitals Charitable Fund and Related Charities have been prepared on a going concern basis. An assessment has been made based on the next 12 months forecasted income and charitable activities and it concluded that the Charity will continue as a going concern for the foreseeable future.

There are no material uncertainties affecting the current year’s financial statements.

The Charity seeks to maintain sufficient unrestricted funds to cover foreseeable committed expenditure in the event of reductions in income as per the Reserves Policy.

1.3 Public Benefit

Blackpool Teaching Hospitals Charitable Fund and Related Charities is considered a public benefit entity as defined by FRS 102.

1.4 Incoming Resources

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Docusign Envelope ID: 9FE7C7F4-B75B-49A0-8392-6CFBA3C1F0B9Docusign Envelope ID: 98A7D99A-C810-44ED-831F-12C0CE82F909

Annual Report and Financial Statements 2024/25

Notes to the Financial Statements (continued)

Year ended 31 March 2025

1.5 Resources Expended

Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required, and the amount of the obligation can be measured reliably. Most activities of the Charity are outside the scope of VAT and, in general, output tax does not apply and input tax on purchases is not recoverable. Irrecoverable VAT is charged to the relevant expenditure category.

(i) Charitable activities

The total resources expended are in furtherance of the objectives of the Charity.

The costs of generating voluntary income include costs of the Fundraising Department including the full cost of the Head of Fundraising and fundraising office support staff. Other fundraising costs include promoting the Charity, travel expenses, costs incurred during fundraising events and the day to day running expenses.

(iii) Governance costs

Governance costs include the cost of finance function support £12,500 (2023/24 £12,500) and administration charge for overheads (equivalent to 1% of aggregate balances).

1.6 Funds Structure

Where there is a legal restriction on the purpose to which a fund may be put, the fund is classified in the financial statements as a restricted or designated fund. Other funds are classified as unrestricted funds.

1.7 Assets

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Docusign Envelope ID: 9FE7C7F4-B75B-49A0-8392-6CFBA3C1F0B9Docusign Envelope ID: 98A7D99A-C810-44ED-831F-12C0CE82F909

Annual Report and Financial Statements 2024/25

The Charity holds no fixed tangible or intangible assets or fixed asset investments.

Stock is measured at the lower of the cost and net realisable value.

Notes to the Financial Statements (continued)

Year ended 31 March 2025

Debtors are measured at their recoverable amounts (the amount the Charity anticipates it will receive from a debt).

Cash is held in the Charity’s bank account.

1.8 Liabilities

The Charity holds no long-term creditors or provisions. Furthermore, it holds no loans (bank or otherwise) and does not have an overdraft.

Trade creditors falling due within one year relate to amounts owed to Blackpool Teaching Hospitals NHS Foundation Trust or an external supplier. Creditors are recognised based on point of receipt of goods or services.

The Charity does not own any fixed assets, therefore has no capital commitments.

1.9 Investment income

The Charity does not hold any investments. Investment income is derived from interest earned on funds held in the Charity’s bank account. Income is accounted for in the period in which it is received and apportioned between funds based on the average of the opening and closing fund balance.

1.10 Pensions

For staff recharged to the Charity via the payroll of Blackpool Teaching Hospitals NHS Foundation Trust, employee pension contributions are subject to the terms and conditions of the NHS Pension Scheme as operated by the Trust (see the Blackpool Teaching Hospitals NHS Foundation Trust Annual Report and Annual Accounts 2024/25 for further details).

1.11 Analysis of support costs and overheads

Support costs and overheads are apportioned between funds on an allocation basis based on the reserve year-end final balance.

1.12 Post Balance Sheet Events

There have been no post balance sheet events to report.

1.13 Taxation

The Charity is a registered Charity, and as such is entitled to certain tax exemptions on income and profits from investments, and surpluses on any trading activities carried on in furtherance of the Charity’s primary objectives, if these profits and surpluses are applied solely for charitable purposes.

The Charity’s Non-Primary Purpose Trading exceeds the HMRC Small Trading Exemption in relation to Income Tax and on trading profits are subject to tax.

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Docusign Envelope ID: 9FE7C7F4-B75B-49A0-8392-6CFBA3C1F0B9Docusign Envelope ID: 98A7D99A-C810-44ED-831F-12C0CE82F909

Annual Report and Financial Statements 2024/25

Notes to the Financial Statements (continued)

Year ended 31 March 2025

2. Income (excluding Investment Income)

Unrestricted
funds
Restricted
funds
Total
funds
2024/25
Total
funds
2023/24
£000
£000
£000
£000
Donations 78
60
138
197
Fundraising 71
65
136
142
Trading Activities 250
0
250
166
Grants 0
10
10
373
Legacies 242
119
361
361
Total 641
254
895
1,239

Donations from individuals are gifts from members of the public, relatives of patients and staff.

3. Expenditure

3.1 Raising Funds

Unrestricted
funds
Restricted
funds
Total
funds
2024/25
Total
funds
2023/24
£000
£000
£000
£000
Staff costs 118
92
210
202
Other fundraising costs 217
0
217
157
Trading activities costs 34
27
61
27
Total 369
119
488
406

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Docusign Envelope ID: 9FE7C7F4-B75B-49A0-8392-6CFBA3C1F0B9Docusign Envelope ID: 98A7D99A-C810-44ED-831F-12C0CE82F909

Annual Report and Financial Statements 2024/25

Notes to the Financial Statements (continued)

Year ended 31 March 2025

3. Expenditure (continued)

3.2 Governance costs

Unrestricted
funds
Restricted
funds
Total
funds
2024/25
Total
funds
2023/24
£000
£000
£000
£000
Audit fee 5
4
9
9
Bank Charges 2
1
3
4
Blackpool Teaching Hospitals NHSFT
Service Charges:

Finance Support
7
6
13
13
Administration Charge 6
4
10
15
Total 20
15
35
41

The support costs including governance costs, are apportioned to each charitable fund by using a yearly average fund balance. Based on this method £17k is apportioned to Raising Funds and £18k to charitable activities.

3.3 Staff costs

The Charity does not directly employ any staff (2023/24: nil). Blackpool Teaching Hospitals NHS Foundation Trust employs one Head of Charity, one Community Fundraiser, one Communications Officer, one Legacies and Bids Officer, one Retail and Office Manager and one Office and Retail Administrator.

In 2024/25, the Charity indirectly employed 5.80 WTE (2023/24: 6.25 WTE).

The cost of staff included in fundraising costs employed by Blackpool Teaching Hospitals NHS Foundation Trust and charged to the Charity are:

Salaries and Wages
Social Security Costs
Employer’s Pension contributions
Total
2024/25
2023/24
£000
£000
193
204
19
20
26
24
238
248

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Docusign Envelope ID: 9FE7C7F4-B75B-49A0-8392-6CFBA3C1F0B9Docusign Envelope ID: 98A7D99A-C810-44ED-831F-12C0CE82F909

Annual Report and Financial Statements 2024/25

Notes to the Financial Statements (continued)

Year ended 31 March 2025

3. Expenditure (continued)

3.3 Staff costs (continued)

2024/25 2023/24
£000 £000
Employer’s pension scheme contribution for highest
paid staff member 9 8
2024/25 2023/24
Number Number
Number of staff to whom benefits are accruing under
the NHS Pension Scheme 6 7
Staff emoluments for the year fell within the following bandings
Salary bands of £5,000: 2024/25 2023/24
Number Number
05 - 10 - 1
10 - 15 - 1
15 - 20 - -
20 - 25 1 3
25 - 30 4 2
30 - 35 - -
50 - 55 - -
55 - 60 - 1
60 - 65 1 0

There is 1 (2023/24: none) employee with emoluments above £60,000.

No members of the body that comprises the Corporate Trustee have been paid any remuneration or received any other benefits from an employment with the Charity.

4. Stock

The Charity holds an inventory of goods purchased for resale in the charity shop of £23k (2023/24: £25k).

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Docusign Envelope ID: 9FE7C7F4-B75B-49A0-8392-6CFBA3C1F0B9Docusign Envelope ID: 98A7D99A-C810-44ED-831F-12C0CE82F909

Annual Report and Financial Statements 2024/25

Notes to the Financial Statements (continued)

Year ended 31 March 2025

5. Debtors

.
Debtors
Total funds
2024/25
£000
Total funds
2023/24
£000
Amounts falling due within one year:
Other debtors 79
68
Total 79
68

6. Creditors: amounts falling due within one year

Total funds
2024/25
£000
Total funds
2023/24
£000
Amounts falling due within one year:
Audit fee 9
10
Non audit services 1
0
Income Tax 5
1
Other creditors 17
181
Total 32
192

7. Auditor’s remuneration

The auditor’s remuneration for the audit of the 2024/25 financial statements was £9K (2023/24: £10K). In addition, fees of £1K (2023/24: included within the total above) were charged for the preparation and submission of the annual Tax Return. The Tax Return fees are included within trading activities costs.

8. Investment income

Total funds
2024/25
£000
Total funds
2023/24
£000
Interest on cash held in bank account 46
67
Total 46
67

Notes to the Financial Statements (continued)

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Docusign Envelope ID: 9FE7C7F4-B75B-49A0-8392-6CFBA3C1F0B9Docusign Envelope ID: 98A7D99A-C810-44ED-831F-12C0CE82F909

Annual Report and Financial Statements 2024/25

Year ended 31 March 2025

9. Cash at bank and in hand

Total funds
2024/25
£000
Total funds
2023/24
£000
Government Banking Service 787
1,038
Cash in hand 1
-
Total 788
1,038

10. Commitments

On 31 March 2025, the Charity had total commitments of £75k which had been approved by the Charitable Funds Committee (2023/24: £140k).

11. Related party transactions

Blackpool Teaching Hospitals NHS Foundation Trust is managed by the Corporate Trustee which is also the Board of Directors of Blackpool Teaching Hospitals NHS Foundation Trust, and which is the sole beneficiary of the Charity. During the year, none of the members of the NHS Foundation Trust Board or parties related to them were beneficiaries of the Charity.

During 2024/25 no members of the NHS Foundation Trust Board has received any payment from the Charity, including for reimbursement of expenses incurred (2023/24: None).

The Charity made revenue payments to the NHS Foundation Trust relating to governance costs and various other items of expenditure initially incurred by the NHS Foundation Trust and subsequently recharged to the Charity.

During 2024/25 the Charity made reimbursements to the Trust of £1,060k (2023/24: £1,819k).

The balance owed by the Charity to the NHS Foundation Trust on 31 March 2025 was £5k (31 March 2024: £62k).

The Charity is owed by the NHS Foundation Trust as at 31 March 2025 £5k (31 March 2024: £2k).

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Docusign Envelope ID: 9FE7C7F4-B75B-49A0-8392-6CFBA3C1F0B9Docusign Envelope ID: 98A7D99A-C810-44ED-831F-12C0CE82F909

Annual Report and Financial Statements 2024/25

Notes to the Financial Statements (continued)

Year ended 31 March 2025

12. Analysis of Charitable Funds

Fund Analysis Unrestricted
Funds
Unrestricted
Funds
Restricted
Funds
Fund
Balances
2024/25
Fund
Balances
2023/24
Fund
Balances
2024/25
Fund
Balances
2023/24
£000 £000 £000 £000
Designated Funds
Blackpool Victoria Hospital General
Fund
498
-
-
15
498
485
Community and Other Funds 15 1
Medical Research Fund - 1 1 -
Staff Amenities Fund - 7 7 8
Specialist Medicine Fund - 3 3 4
Outpatients Fund - - - 1
Cardiac Directorate Fund - 7 7 103
Cancer Services Fund - 236 236 205
The MRI Scanner and Imaging
Equipment Fund
- 45 45
50
Emergency and Critical Care Fund - 8 8 15
Women and Children's Fund - 25 25 45
Clinical Support Fund - - - -
Specialist Surgery Fund - 5 5 -
Bereavement Fund - 8 8 22
Total Funds 498 360 858
939

The Blackpool Victoria Hospital General Fund has general objectives for any charitable purpose relating to Blackpool Teaching Hospitals NHS Foundation Trust.

The objectives of all restricted funds are designated in their title.

The governance costs have been apportioned as a percentage of each restricted fund’s balance sheet share of the Charity’s end of year balance.

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