2024-03-31-accounts

Annual Report 2023-2024 —————————————®!eo4F— 30 o£ i —@ — Helping Our Hospitals and Communities

Annual Report

The Mid Yorkshire Hospitals NHS Trust Charitable Fund Registered office:

MY Hospitals Charity Trust HQ & Education Centre Pinderfields Hospital Aberford Road Wakefield WF1 4DG

Registered Charity No. 1067163

Contact the Charity:

By email – [e-mail] By telephone – 01924 546017 or team mobile - 07926 068690 By post – to the registered address above

2023-2024

Annual Report

Contents

Introduction..................………………………………………………………………………………………………………………………….. Page 4 A word from the Trust Chair.........………..………………………………………………………………………………………..Page 5 A word from the Head of Charity……………..……………………………………………………………………...………..Page 6 Our Impact………………………..………….......................................................……………………………………………….…….Page 7 Buildings and Refurbishment…………….…………………………………………………………………………….....………Page 9 Purchase of Medical Equipment…………………………………………..……………….…..…………….......……...….Page 11 Staff Education and Resources………………………………………………………………...…….......…………………...Page 14 Patient Welfare and Amenities…………………………………...…………………………......…….………………………Page 15 Fundraising highlights....................................................................…………...……….…………………………….Page 17 Schools..................................................................................…………………………………….……………..………………..Page 21 Community Engagement……...………………………..………………………………………………....…….…………….….Page 22 In Memory of Mathew...........................................................................................................................Page 23 MY MRI Appeal………………………………………………………………………………...................………….……………….………Page 24 Strategic objectives 2023-24….……..............................................……………….…...………………….……..Page 27 Increase Charity Visibility......................................................…………………..……….…….........…………..….Page 28 Enhance Brand Value .............………………….....……………………………………....…..........……………………….…..Page 29 Develop and strengthen relationships ...............………………….………………….........……….....……..Page 30 Develop further sources of Fundraising Income................................................................Page 31 The Future......................................................................................................................................................Page 31 Marketing Strategy Summary.....…………………………………….………………………………….…………....………Page 32

2023-2024

Annual Report

Introduction

The Mid Yorkshire Hospitals NHS Trust Charitable Fund and Associated Charities (known as MY Hospitals Charity) is the registered NHS Charity that works in support of, and partnership with, The Mid Yorkshire Teaching NHS Trust. This includes hospitals in Wakefield, Dewsbury and Pontefract, as well as community services in the Wakefield District. The charity is proud to support and enhance these NHS services, which provide care to more than half a million people every year.

MY Hospitals Charity's mission is to raise income and manage funds to improve patient care either directly with patients or indirectly via staff. We work to enhance the services provided by the Trust, providing items and initiatives over and above those that can be funded by the NHS, making things better for patients, families and our communities.

This report provides an overview of the charity’s highlights from 2023-24, details progress against the current strategy, presents the financial detail, and looks forward into the year ahead.

2023-2024

A word from the Trust Chair

On behalf of Mid Yorkshire Teaching NHS Trust and as chair of the Charitable Funds Committee, I am delighted to have seen the work of Mid Yorkshire Hospitals Charity this year.

The new Charity Hub in Pinderfields Hospital is now open and provides a visibility to the charity, and enables the charity team to engage more with hospital patients, visitors and staff. This is great to see. I have also been heartened to see the team out at numerous events and developing relationships with partner organisations.

I believe the charity is developing excellent foundations for future growth, and am very grateful to all those who have given their time, money and other donations to support the charity this year. The generosity shown by our local communities means the charity can have a very positive impact on those cared by, or working for, our Trust.

This report shows the good work being done, and the value that the charity brings to the Trust and communities. There has again been progress made against the ambitions set out in the current strategy, as we start to look ahead to a new ambitious strategy being developed this year.

Thank you to everyone for their hard work and support this year.

Keith Ramsay Chair, Mid Yorkshire Teaching NHS Trust

2023-2024

A word from the Head of Charity

The year 2023 to 2024 has been a period of intense growth and development for Mid Yorkshire Hospitals Charity. I am very proud to have joined the charity this year, along with two other new team members, and to be part of a team that has immediately risen to the challenge of taking the charity into a new era.

The dedication of the team, those that have fundraised for us, or been incredibly generous with their support, has seen MY Hospitals Charity raise nearly £655,000 in charitable income. Most importantly this has enabled the charity to fund some fantastic projects and initiatives that have a real impact on patients, families and staff. There is detail on all of the items funded this year in this report.

This year feels one in which we have truly moved away from the challenges of the pandemic, where we can be out and about, not only raising funds, but meeting with communities. It has been incredibly heartening to see that the support for the NHS that has been elevated in recent years still remains.

So a big thank you from me, on behalf of the whole charity team, for the support this year. I am very excited to see how we can build on this as we plan for the year ahead.

Emma Dickens Head of Charity

2023-2024

Our Impact This year we spent £444,796 on charitable activities. These are the things that have made things better for our patients, their families and friends, and the staff that work in our hospitals and communities. To follow are some highlights.

Where the money was spent?

01

Buildings and Refurbishment £52,318

Purchase of Medical Equipment 02 £229,816

Staff Education and Resources 03 £53,922

Patient Welfare and Amenities £108,740

04

Total £444,796

2023-2024

Annual Report

Expenditure on Buildings and Refurbishment Buildings and Refurbishment: £52,318

Throughout the year, the charity has funded many projects that aim to improve the hospital environment, including areas used by both staff and patients.

Rosewood Centre

The Rosewood Centre has undergone significant refurbishment with new furniture, flooring and entrance vinyls being purchased from charitable funds. The changes have created a calming and more welcoming atmosphere in the centre which improves patient experience. The feedback from patients has been that they feel valued, and appreciative of a less clinical environment and staff

have commented that they feel able to be even more compassionate in the care they deliver, and that their patients feel more at ease to open up and engage in difficult conversations.

Others

New furniture has also been purchased for other patient areas, for example Gate 33 at Pinderfields and Ward 2 at Dewsbury Hospital. The refurbishment of these areas aims to encourage patients to be more mobile and to interact with other patients whilst in our care and to create a more welcoming environment where patients and their families can speak to staff.

2023-2024

Annual Report

Expenditure on Buildings and Refurbishment

Staff areas at both Dewsbury and Pinderfields Hospitals have also received funding from the charity. A staff wellbeing room has been created at DDH to provide a safe, welcoming and open environment for staff to open themselves up and know they are being listened to, improving staff mental health. In Pinderfields, a staff lunch area was created in the courtyards near the Radiology department to enable staff to take a break away from patients to eat food, rest or socialise with friends.

50 years of Service Tree

Charitable funds were approved to create a copse of trees to provide a physical manifestation of the respect that the Trust has towards the individuals that have achieved 50 years of service. This has created a demonstratable tribute that staff could use for recreation, relaxation, and contemplation, therefore serving multiple purposes. The copse consists of native species of supporting local wildlife and improving the hospital environment.

2023-2024

Annual Report

Expenditure on Medical Equipment

Purchase of Medical Equipment: £229,816

ICG Machine for Breast Reconstruction Surgery

The majority of charitable spend this financial year has been on medical equipment to support our clinical areas. Items purchased have ranged from wheelchair weighing scales, to swimming and aqua exercise equipment, and fixation systems for patients undergoing hip replacement surgery.

The largest expenditure this year was for the joint funded ICG machine for use during breast reconstruction surgery. The benefits of using an ICG machine for free flap breast reconstruction surgery include reduced unplanned readmission rates, the ability to do a more bespoke breast reconstruction, and less delay to further therapy.

The first patient to undergo surgery using the new equipment stated “I’m happy with the results and to be the first patient operated on using the new charity funded equipment is brilliant. I’m very grateful to everyone who cared for me. I’m thankful to everyone who helped raise funds and donated to such a wonderful cause. This will change people’s lives forever.”

2023-2024

Annual Report

Expenditure on Medical Equipment

EEG monitors

Charitable funds were approved this year for the purchase of EEG monitors for the neonatal unit. The EEG monitors will improve the neonatal team’s ability to identify the correct babies to treat with therapeutic hypothermia. This will improve survival in these infants and also reduce rates of neurological disability (typically cerebral palsy). More accurate assessment will also reduce unnecessary transfer and potential separation from parents for infants who do not meet the criteria for therapeutic hypothermia.

Others

The Trust mortuaries have also been awarded charitable funds to help ease bereaved family’s minds that their loved ones are resting in their place of choice, where they can visit in more sensitive surroundings. A bariatric trolley has been purchased to allow the movement of more deceased in a timely manner to the appropriate storage units and or to the named funeral director for the family. A cot and mattress have also been purchased as it was identified that the Trust did not have proper viewing “apparatus” for toddler and early infants’ death. Children that were too big to be put in a Moses basket were having to be placed on an adult trolley. The provision of a cot with wheels will improve parent’s mortuary viewing experience as it will give a more familiar home environment and surrounding.

It was identified that patients with ascites (a condition where fluid fills up the abdomen, causing pain and swelling) were attending the Accident and Emergency department every few weeks to have the fluid drained. The patients often experience long wait times in A&E, and this also put additional pressure on beds in the department. Charitable funds were approved for the purchase of ultrasound scanners to allow a day service to be created in the hepatology department to enable patients to have their ascites drained without having to attend A&E. This will improve patient experience and help reduce wait times and pressure on the accident and emergency department

2023-2024

Annual Report

Staff Education and Resources

Staff Education and Resources: £53,922

A wide range of training courses and conferences have been made possible through charity funding this year. These include courses on emergency management of severe burns and attendance to conferences such as the junior doctors’ forum. Many courses, such as those on advanced communication skills, have been focussed on improving staff confidence and skills when communicating with patients in our palliative care settings or supporting bereaved families.

In our Critical Care Unit, charitable funding was approved for ECG interpretation courses enabling more Registered Nurses in the department to diagnose what treatment is required. This means the patient receives treatment sooner, improving patient experience and reducing waiting times.

Courses on Expiratory Muscle Strength Training (EMST) have also been paid for from charitable funds. This course trained staff from the Speech & Language Therapy Head & Neck Team (H&N) in using EMST devices to take part in a regional pilot study on the use of EMST as an exercise therapy for head and neck cancer survivors with chronic radiotherapy associated dysphagia (swallowing problems). The therapy aims to help improve the patient’s quality of life and prevent them from having to attend hospital too many times by improving their conditions.

2023-2024

Annual Report

Patient Welfare and Amenities

Patient Welfare and Amenities: £108,740

This year, charitable funds have been awarded to several projects designed to improve patient experience whilst in our care.

Vpod 3D TV

One of the biggest of these has been the approval of funds to purchase a 3D TV for the paediatric burns outpatient’s unit. The wall mounted Vpod 3D TV will benefit the children in our paediatric burns outpatients by allowing them to be distracted during dressing changes. As play is an important part of distraction during a child’s journey with a burn injury, this 3D TV can help with dressing changes as these procedures can be painful, scary and some children and their families can be very anxious with the situation.

Gadgets

TVs, radios, iPads and Bluetooth speakers have also been purchased with charitable funds for other areas of the Trust such as Ward 1 and Ward 4 at DDH and Gate 43 at PGH. These provide much needed entertainment and help improve patient experience whilst in our care.

2023-2024

Annual Report

Patient Welfare and Amenities

Dignity Clothing

Dignity clothing has been purchased using charitable funds for Pinderfields’s Accident and Emergency Department and this has made a significant difference to patients, particularly during discharges. Funding from the charity has enabled patients to be provided with clean clothing such as trousers, underwear and tops when attending our Accident and Emergency Department.

According to staff members, the provision of clean clothing has preserved the dignity of many vulnerable patients upon their departure. Witnessing patients leave in clean attire also brings a sense of fulfilment to the staff, knowing they have upheld the dignity of those in their care and demonstrates one of The Mid Yorkshire Teaching NHS Trust values, Respect, in action.

Bereavement Team

Charitable funds have also been approved for the Bereavement Team to support their work within the Trust. The purchase of the small pouches, envelopes and Forget-Me-Not seeds and cards allows the Team to provide a small sentiment to recently bereaved families during difficult time and bereavement books aim to help children in particular to come to terms with the loss of a loved one.

2023-2024

Fundraising Highlights

Annual Report

Fundraising Highlights

This year we raised a total of £654,916. This came from fundraising activities, donations, legacies and grants, and is down to the dedication and energy of the small but growing fundraising and communications team.

In addition to the money raised the team also received non-monetary donations to a total value of £59,085.18. This was in the form of gifts for patients, books, and toiletries. Some of the highlights from a very successful year are detailed below. A huge thank you to all of those who took part and supported our activities.

In October 2023, 6 people abseiled down the Wakefield Cathedral tower to raise money for MY Hospitals Charity. We raised a fantastic £4,555.10 and gained new charity supporters.

The team have been out and about with their collecting buckets this year. One very successful outing was in partnership with Wakefield Trinity Community Foundation. Fans during a collection at a Wakefield Trinity RFLC game, coinciding with Organ Donation week, were incredibly generous.

In November, Phil Hodgson from The Yorkshire Broker very publicly shaved off his beard at a We Are Wakefield event. This fundraising activity was one example of the many ways members of the We Are Wakefield business network continue to support MY Hospitals Charity. Thanks to the network and all the members for the ongoing support.

Annual Report

Fundraising Highlights

Christmas was a very busy time for the charity team with a raft of successful fundraising activities. Most rewarding was the sponsored bauble appeal that invited local businesses and organisations to have their logo featured on a bauble hung on the Pinderfields Christmas tree. This event was really successful and was heavily supported by We Are Wakefield members and other local businesses.

----- Start of picture text -----
%,
----- End of picture text -----

Other Christmas activities included Festive Fayre with stall holders invited into all three hospitals to create a festive atmosphere for staff and patients, appearances by choirs and bands, a letters from Santa initiative, and a Christmas jumper day. We’d also like to thank the many companies and families who donated gifts and other items to our wards and community teams over the festive period.

This year the charity held three successful Quiz Nights , which are set to become a regular feature in the charity calendar. They brought together teams from Mid Yorkshire Teaching NHS Trust, and local organisations, and were lots of fun, as well as raising lots of money for MY Hospitals Charity.

One person said about the December quiz: “I just want to say a big thank you for the wonderful quiz night last night – me and my team had so much fun, it was so lovely to see everyone in there with so much Christmas cheer – and all for a good cause. We are all looking forward to the next one.”

2023-2024

Annual Report

Fundraising Highlights

The first Inter-Trust Football Competition between the Mid Yorkshire Teaching NHS Trust and the Calderdale and Huddersfield Foundation NHS Trust took place in June 2024 at Tingley Athletic FC. The event was a great day for players and families, with a bouncy castle and face painter attending to keep the children entertained.

The event also allowed the charity to form a new relationship with Tingley Athletic FC, a local football club who were positive about the event and have suggested further opportunities for the charity and the club to work together. Proceeds from the event were shared between MY Hospitals Charity and Calderdale and Huddersfield NHS Charity.

2023-2024

Annual Report

Schools

Lots of schools have supported the charity this year, with a number of different schools organising fundraising events for us. Thanks to all of them. Here are a few examples of the great support we have received. Pinders Primary School selected MY Hospitals Charity as their charity for the year and so far have held a bake-off competition, and a Bunny Hop raising £2,315 so far.

Jerry Clay Academy participated in our Christmas Jumper Day and raised funds for the charity.

Ilm Tree Foundation held a bake sale in January and sent children home with donation envelopes, raising an amazing £608.

Rook’s Nest Academy donated the proceeds of their non-uniform day in memory of a teacher who had recently passed away to the MY MRI Appeal. As part of the event, the charity attended the school to give an assembly to Key Stage 2 children. The school’s community were extremely generous and overall, the day raised £603.63.

Queen Elizabeth Grammar Boys School have been very supportive of the charity, organising a sponsored walk for the charity raising £856.34, and inviting the team in to do an assembly.

2023-2024

Annual Report

Community Engagement

The charity has been extremely active out and amongst staff and the local community. Charity stands have been present alongside the Project Wingman bus at vaccination sites for staff and the charity have been present at Junction 32 and Trinity Walk Wakefield, and events such as the Wakefield Rhubarb Festival. Stands have also been held at numerous Christmas Fairs including Wakefield Cathedral, South Elmsall and Featherstone.

Being out in the community gives the charity team the opportunity to raise awareness, raise funds, and talk to people about their local hospitals and community services and understand where things are working well as well as where things can be better.

2023-2024

Annual Report

In Memory of Mathew

Mathew Nutter’s family and friends continue to be strong supporters of the charity and have run several fundraising events over the year in his memory. Throughout the year they have completed the Yorkshire three peaks challenge and a 10k-a-day challenge, held a football tournament, participated in the Great North Run, Great Manchester Run and the National Coal Carrying Championships. These amazing events have raised a total of £11,148 for the charity, on top of the incredible amounts raised in previous years.

The charity continues to work closely with Mathew’s parents, Dean and Joanne, to maintain the excellent relationship we have with the family. With the money raised so far we will be developing a brand new patient recovery room in the research centre at Pinderfields Hospital, in memory of Mathew.

2023-2024

Why the Appeal is important?

In 2021, MY Hospitals Charity launched the MY MRI Appeal, with the ambition of raising funds towards the provision of a brand new MRI Suite at Pinderfields Hospital. So far more than £650,000 has been raised through donations, fundraising, corporate fundraising and grants. A huge thank you to everyone that has contributed in the appeal so far.

Pinderfields is the busiest of the Mid Yorkshire Teaching NHS Trust’s hospitals, providing an exceptional level of care to more than 127,000 patients a year. More than 58,000 of these are A&E admissions and at least 35% will require some form of medical imaging. Others attend as outpatients, seeking diagnosis or treatment for serious illnesses such as cancer. Whatever their reasons for admission, patients are usually in the grip of a potentially life-changing situation; one that demands a highly effective response where speed is of the essence. In this extremely pressured context, time spent with the radiology team is often critical to achieving the best outcome for both patients and their families.

MRI (Magnetic Resonance Imaging) is a diagnostic technique that uses a strong magnetic field and radio waves to produce a precise picture of the part of the body under investigation. The existing 1.5 Tesla machine is used to assist everything from neurosurgical intervention to cancer diagnosis, but its technology and capacity is becoming more and more stretched. Year on year, the Trust has seen demand for MRI scans at Pinderfields increase by as much as 11%. Many of these cases are children, requiring imaging that needs to be completed under general anaesthetic. These are more complex to arrange and currently not suited to the existing scanner’s specification. The result is that at least 100 paediatric cases a year are redirected to either Leeds or Sheffield – and for children and their parents this can be incredibly challenging.

2023-2024

Why the Appeal is important

For those who suffer from claustrophobia, the current machine can also exacerbate feelings of stress and tension brought on by the prospect of lying in an enclosed space for a considerable length of time. And, when the scanner goes down or requires servicing, this inevitably causes significant logistical issues for both patients and staff. The installation of a new 3.0 Tesla scanner, in a new MRI Suite, will transform the outcomes for adults and children by;

• Reducing patient anxiety with shorter waiting and scanning times. Providing more accurate diagnosis and follow-up treatment plans. Easing unnecessary stress and discomfort.

• Providing music and entertainment options to help create a greater sense of calm.

Having the most recent technology within the Radiology department will also attract the highest calibre of staff to the Trust, and enable participation in research projects.

2023-2024

Support for the Appeal

Originally the intention for this appeal was that much of the funding would come from Trusts and Foundations. However in actual fact the support from local communities has been overwhelming. To date almost £60,000 has been raised from individuals and through events. We were also delighted to receive a pledge of £250,000 from Sovereign Healthcare, and £100,000 from Garfield Weston.

This year also saw the coming together of local faith leaders, under the banner “Muslims for MRI”. This incredible network has worked tirelessly with individuals, mosques and community groups, and raised almost £100,000 for the appeal.

A huge thank you to all those that have supported the MY MRI Appeal so far. We are delighted that due to this support the MRI Suite is being built and will hopefully see its first patients by the end of 2024.

2023-2024

Fundraising Strategic Objectives 2023-2024 The following are the strategic objectives set out in MY Hospitals Charity current strategy

Annual Report

Increase Charity Visibility

“Further increase the visibility of Mid Yorkshire Hospitals Charity both online and within the community.”

What we did this year to achieve this:

• There has continued to be a focus on developing effective social media and an engaging website. A marketing report is included with this annual report to demonstrate the work in this area this year.

• A new communications plan, focussing on activity internal to the Trust, was agreed, and closer links established with the Trust communications team which have been invaluable in their support.

• e Media releases were issued highlighting both fundraising activity, and the impact being had by the charity. This led to some excellent press coverage, including a BBC Radio

• Yorkshire interview focussed on the

• Muslims for MRI campaign.

• Investment has been made

• into more branding, with plans to do more.

• ° A regular supporter

• newsletter, and fund holder newsletter, were launched this year.

2023-2024

Annual Report

Enhance Brand Value

“Improve and maintain a high-quality version of, and professionalise, the current brand, to inspire trust and support fundraising activities.”

What we did this year to achieve this

• All communication and marketing activity is done with this in mind, with support from the Trust communications team, and in keeping with charity brand guidelines.

• The charity is an active member of the We Are Wakefield business network.

• Members of the charity team have also made links into other local business networks across the region.

• All events are run to a high standard with branding in place, and the charity team all have t-shirts and jackets to wear when fundraising or out in communities.

2023-2024

Annual Report

Develop and strengthen relationships

“Build upon current, and develop new, relationships, both corporate and within the Trust.”

What we did this year to achieve this:

• A new donor database was introduced, which enables more effective communication and regular contact with donors and wider supporters of the charity.

• Good relationships have been developed with local sports clubs and centres, so events can be held in partnership, plus the charity has a reach into new local communities.

The charity’s new “Hub” which is located in the main atrium in Pinderfields Hospitals has increased visibility of

the charity, and led to many more conversations than previously with staff and patients.

The Head of Charity has met with many fund holders, charities and other stakeholders in the first 6 months of their role, with the ambition of

widening the charity’s networks.

2023-2024

Annual Report

Develop further sources of fundraising income

“Widen the range of and diversify sources of fundraising income available to the Charity both online and offline.”

What we did this year to achieve this:

A plan for working in partnership with companies and businesses was established.

The approach to working with companies has led to the development of a number of corporate partnerships.

An approach to working with local schools has been very effective and continues to be an area of growth.

A new grants database was introduced, and as a result a number of applications for funding have now been written to trusts and foundations.

The Future

These four strategic objectives will continue into what is now the last year of our current strategy. By the end of 2025 we will have a new strategy and growth plan. Along with this will be a new set of strategic objectives for the following year.

2023-2024

Marketing Strategy Summary 000

Annual Report

Annual Marketing Report Summary

Social Media Review

The charity has seen an overall growth in audience across all social media platforms, increasing by 13% since 2022 with the most noticeable platform being LinkedIn, with an 18% audience increase.

Engagement has dropped both for Facebook and Twitter, this is due to the change in the way the analytic system records the engagement. For example, engagement is only being recorded per post on one day so it doesn’t recognise changes over time where people may continue to engage in certain posts.

Overall, there has been an increase in Audience, Reach and Engagement throughout all platforms.

Website report

The website analysis include Users, New Users, Bounce Rate, Sessions, and Session Duration. The data reveals several notable trends and fluctuations throughout.

User numbers and new users saw major disruptions in June due to the switch to Google Analytics GA4, with user numbers stabilising post-August and peaking around Christmas.

----- Start of picture text -----
For a full
breakdown,
please see our
separate Annual
Marketing Report
----- End of picture text -----

Overall, despite stabilisation after mid-year, there was a general decrease in new users and user interactions throughout the year.

2023-2024

Financial Statements 000 000 000

Annual Report

How we funded our work, our achievements and performance

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

Money received - £654,000 Money spent - £785,000

The net assets of the Charity as at 31 March 2023 were £2,204,000 (2022/23: £2,167,000).

This year we spent £131,000 more than we received in income. However increases in the value of our investments meant our total funds increased by £37,000.

Key items include:

• Breast reconstruction machine

• Paxman scalp coolers

• Visualite tiles for maternity

• Automatic doors for spinal injuries

• Support of the A1 MRI Project

• Ultrasound scanner

2023-2024

Annual Report

Money Received: Sources of Funds

The chart below shows our main sources of income in 2023/24.

Grants £0

----- Start of picture text -----
Investment Income
£83,000
----- End of picture text -----

Trading Activities (Fundraising) £110,000

Donations and Legacies £461,000

Total incoming resources were £654,000 (2022/23: £493,000).

2023-2024

Annual Report

Money Received: Sources of Funds

Donations and legacies £461,000 (2022/23: £351,000)

Donations and legacies are greatly appreciated and the generosity from individuals and other organisations enables the Charity to continue in its work.

• Donations from individuals £62,000 (2022/23: £55,000). The Charity is very

lucky to have been supported by members of the public, patients, visitors and Trust staff members.

• Donations from other charities £212,000 (2022/23: £104,000). The Charity has

received increased donations from other charities to fund purchases this year.

• Corporate donations £103,000 (2022/23: £90,000). A number of companies have donated to the Charity over the course of the year including cash and non-cash donations such as food and toiletries.

• Legacies £84,000 (2022/23: £102,000). The Charity is grateful to the many people who wish to donate and remember the Charity within their wills each year. Legacy income forms an important part of the Charity’s income and is spent in line with the donor’s wishes to provide a public benefit.

2023-2024

Annual Report

Money Received: Sources of Funds

Grants £0 (2022/23: £0)

Other trading income £110,000 (2022/23: £65,000)

Other trading income is fundraising income generated by the Charity’s fundraising team, members of the public and Trust staff on behalf of the Charity.

The awareness of MY Hospitals Charity has continued to grow internally and within our communities, evident by increased enquiries and interactions with our Charity social media accounts.

Investment income £83,000 (2022/23: £77,000)

Funds not immediately required for use in the hospital are invested to earn interest and dividends. Careful investment resulted in dividends totalling £83,000 from investments held in Charities Official Investment Fund (COIF) Charities Ethical Funds and Charities Property Funds.

2023-2024

Annual Report

Money spent: What we spent the money on

The chart below shows a breakdown of how our money was spent.

Supporting Costs £94,000

Raising Funds £246,000

Charitable Activities £445,000

Total expenditure in year was £785,000 compared to £591,000 in 2022/23.

2023-2024

Annual Report

Money spent: What we spent the money on

Buildings and refurbishment £60,000 (2022/23: £85,000)

Grants are used to enhance the Trust facilities and thereby improve the patient experience.

Purchase of medical equipment £241,000 (2022/23: £81,000)

Which aims to improve the care that nursing staff can provide through new technologies and additional equipment.

Staff education and resources £105,000 (2022/23: £177,000)

Which facilitates patients to receive the best possible care.

Patient welfare and amenities £133,000 (2022/23: £107,000)

Grants are used towards improving the clinical environment by providing items not normally funded via the NHS with the aim of making visits to hospital more pleasant.

2023-2024

Annual Report

Our Financial Health

The balance sheet as at 31 March 2024 is as below:

	31st March	31st March
	2024	2023
	£’000	£’000
Fixed Asset Investments	2,301	2,123
Net Current Assets	219	440
Provisions for Liabilities	(316)	(405)
Total Net Assets	2,204	2,167
Restricted Funds	1,198	1,117
Unrestricted Funds	1,006	1,050
Total Funds	2,204	2,167

Fixed asset investments are investments in equities and property shares.

Net current assets represent amounts owed to the Charity, cash at bank and held in the COIF Charities Deposit Fund less outstanding liabilities.

Provisions for liabilities are commitments for grants made where the final cost or timing is unknown.

Restricted funds are funds held by the Charity which can only be used for specified purposes.

Unrestricted funds are funds available to be spent within the objects of the Charity and include 57 designated funds, which respect the requests of the donor.

2023-2024

Annual Report

Our Reserves

In the year ended 31 March 2023 the reserves policy is:

• To maintain sufficient reserves to meet current and anticipated expenses, potential fluctuations in the value of investments and to secure the Charity’s viability beyond the immediate future. Ordinarily this shall require reserves not to fall below a level equivalent to 12 months’ expected expenditure.

• To anticipate where reserves which are freely available to be applied shall rise above a level equivalent to 36 months planned expenditure, the Trustees reserve the power to redirect such funds in accordance with charity objectives.

The total funds held by the Charity as at 31 March 2024 were £2,204,000. Of this balance, unrestricted income funds accounted for £1,198,000 (2022/23: £1,117,000). This is the amount of freely available reserves against a lower limit target of £1,000,000 and an upper limit of £3,000,000. The current level of reserves is therefore acceptable.

In accordance with the requirements of the NHS Acts relating to charitable funds, the Trustee reviews the balances held in designated funds to determine whether these funds are still required. Fund Holders of designated fund accounts with a balance of more than £20,000 are required to submit plans for future expenditure for review by the Trustee. The Trustee also reviews whether funds are still active, closing funds when they are no longer in use and transferring the funds to reserves.

The Charitable Funds Committee has steered work with the business case processes and clinical service group boards of the Trust to embed charitable funds as a potential funding stream for improving patient care.

2023-2024

Annual Report

Our Investments

The aim of the investment policy is to minimise risk and generate an attractive rate of interest. The investment objectives of the Charity are:

• Low risk and prudent approach

• Steady and predictable flow of income

• Maximise income returns - funds are intended to be used

• Hold a secure capital base, with capital growth in the long term and capital certainty on redemption

• Maintain liquidity – capital available when required

• Invest in ethically and environmentally sound sources

• Obtain value for money advice and management charges

The Charity holds fixed asset investments of £2,087,000 in COIF Charities Ethical and Property Funds. In year, there has been an unrealised gain of £169,000, comprised of a gain of £183,000 on the ethical investment and a loss of £14,000 on the property investment. Dividends received in respect of these investments have remained consistently good with £18,000 of income being generated.

Management of the portfolio investments is entrusted to CCLA. The portfolio remains invested in a range of CCLA Common Investment Funds (pooled funds specifically for charities) – ethical, property and deposit. The mix of funds used and proportions in each have been selected in order to meet the investment objective of producing a rate of total return that will maintain the real value of the funds over time while controlling the volatility of returns. These funds also enable the Trustee to invest in a cost effective way that is consistent with NHS objectives and ethos.

Investment performance is monitored by the charitable funds committee by reviewing regular reports from the investment managers.

2023-2024

Annual Report

The Risks We Face

A major risk to which the Charity is exposed is a fall in the value of its investments and any associated losses. Mindful of this risk, the level of investments exposed to stock market fluctuations has been prudently considered. The Charity has appointed professional fund advisors to provide support to make investment decisions and manage the investment risk. Further details are referred to in the section on investments above.

Other key risks are losses due to fraud or error, adverse publicity leading to loss of beneficiary and donor confidence, loss of income being generated and breach of fundraising regulations. The Charity has systems and controls in place to mitigate these risks.

2023-2024

Annual Report

Our Structure, Governance and Management

Corporate Trustee

The Mid Yorkshire Teaching Hospitals NHS Trust is the Corporate Trustee of the Charity governed by the law applicable to Trusts, principally the Trustee Act 2000 and the Charities Act 2011 (previously Charities Acts 1993 and 2006).

Non-Executive members of the Trust Board were appointed by NHS Improvement and Executive members of the Board are subject to recruitment by the Mid Yorkshire Teaching Hospitals NHS Trust Board. Members of the Trust Board and the Charitable Funds Committee are not individual trustees under Charity Law but act as agents on behalf of the Corporate Trustee.

The members of the Mid Yorkshire Teaching NHS Trust Board who served during the financial year and to the date of this report were as follows:

Mr K Ramsay - Chairman

Mr C Evans - Deputy Chief Executive / Chief Operating Officer / (appointed 1 August 2023)

Mr P Marshall - Director of Workforce and Organisational Development

Mr R Robinson - Chief Medical Officer

Mr T Yaseen - Chief Nursing Officer Mrs J Charge - Non-Executive Director Mr S Stone - Non-Executive Director (Left 31/5/2023)

Mr G Ellis - Non-Executive Director

D Throssell - Non-Executive Director M Nawaz - Non-Executive Director (Left 29/02/2024) Mr Len Richards - Chief Executive Mrs A Whitaker - Chief Finance Officer Mrs E Hall - Chief of Planning, Partnerships and Strategy Mrs T Davies - Chief Operating Officer Mr M Braden - Director of Estates, Facilities and IMT

The Mid Yorkshire Teaching NHS Trust’s Board has an established Charitable Funds Committee.

2023-2024

Annual Report

Charitable Funds Committee

The Charitable Funds Committee has the delegated responsibility for the management and administration of the Charity, acting on behalf of the Corporate Trustee. The Committee’s powers are specifically delegated in the Charitable Funds Committee Terms of Reference and Charitable Funds Policy and Procedures. The duties of the Committee are to:

• Establish and maintain an effective system of integrated governance, risk

• management and internal control across the Charity’s activities which supports the achievement of its objects.

• Assure that members are aware of their responsibilities as a Charity Trustee.

• Assure that proper accounting records are maintained and the financial position of the Charity is reviewed.

• Assure that fund accounts are effectively managed.

• Promote the Charity and encourage a culture of fundraising both within the Trust

• and the local population, and to authorise fundraising activities.

• Authorise the acceptance and application of legacies.

• Authorise requests for expenditure in line with the Scheme of Delegation to ensure funds are appropriately applied, are value for money and in furtherance of the Charity’s objects.

• Review and monitor reserves in line with the policy and report to the Corporate Trustee.

• Appoint professional investment advisors, to review the investment risk portfolio and monitor investments.

• Review the financial statements and annual report before submission to the Corporate Trustee.

• Keep the Corporate Trustee fully informed of the activity, performance and risks of the Charity.

Regard has been given to the Public Benefit guidance published by the Charity Commission. Systems and strategies have been reviewed to ensure compliance and shape future plans, and the Terms of Reference have been amended accordingly. Public benefit and independence are two of the criteria that are assessed prior to authorisation of a grant from the Charity.

The Charitable Funds Committee is responsible for ensuring that members of the Trust Board are aware of their responsibilities in acting as a Charity Trustee on behalf of the Corporate Trustee. The Charitable Funds Committee agreed as part of its self-assessment to include the Charity on the induction programme for new Trustees and to brief them on the charity and their responsibilities. A meeting with the charitable funds team is offered to new members to give them the opportunity to raise questions and provide additional background to the operational aspects of the Charity.

2023-2024

Annual Report

The Charitable Funds Committee receives regulatory and reporting updates in respect of Charity Commission guidance. The Charity is continuing to prepare its financial statements under the SORP 2015 and similar to last year, the Charity has not been consolidated in the Trust’s accounts on grounds that it is not material to the Trust.

The Charitable Funds Committee considered the Charity Commission’s guidance on charity fundraising and receives regular updates from the fundraising team. To embed appropriate governance for ethical fundraising that meets with regulatory requirements, it was agreed to register with the Fundraising Regulator and for a member of the fundraising team to undertake the Institute of Fundraising’s certificate in Fundraising course. Additional insurance was taken out to cover fundraising activities organised by the Charity.

All key issues are reported to the full Board and a separate Corporate Trustee meeting is held to review the financial statements and discuss governance issues.

Principal Charitable Fund Adviser to the Board

The Director of Finance is responsible for the day-to-day management and control of the administration of the Charity and reports to the Charitable Funds Committee. The Director of Finance has delegated powers to authorise expenditure and manage charitable funds activities in accordance with the policies and procedures approved by the Board on behalf of the Corporate Trustee.

Administration

The accounting records and the day-to-day administration of the funds are undertaken by the Mid Yorkshire Teaching NHS Trust’s finance department located at Pinderfields Hospital, Aberford Road, Wakefield, WF1 4DG.

The Charity has continued to subscribe to the Justgiving website, which has been popular with fundraisers choosing to use this website to raise and collect funds during the Covid19 pandemic.

The Committee remains open-minded to ways that incoming resources can be generated going forward and during the year has reviewed its communication strategy as a means of raising the Charity’s profile. Fund holders are encouraged to effectively and sensibly utilise their funds.

Grant Making Policy

The Charity has designated funds, spread across wards and departments. These designations are considered appropriate to ensure that the opportunity to benefit is not restricted to particular services and hence all patients, carers and local communities accessing the services of the Trust or local health economy may benefit.

2023-2024

Annual Report

A Fund Holder is appointed for each fund account. The Fund Holder is responsible for the administration of the account and for requesting expenditure from the fund.

The Charitable Funds Team processing the expenditure requests ensure that authorisation is gained from relevant personnel who have delegated authorisation limits within the Charitable Funds Policy. Trustee authorisation is required for any item of expenditure between £5,001 and £10,000, two Trustees between £10,001 and £25,000 and the Charitable Funds Committee over £25,001. The Charitable Funds Committee reports matters to the Corporate Trustee following each meeting. Any significant items of expenditure are reported as a matter of course.

The main areas of charitable activity are grants to equip new premises, purchase medical equipment, refurbishment of ward areas, staff education & resource and patient welfare & amenities. The Charity provides grants to NHS organisations that have well established procurement processes in place so that the safety of individuals is not put at risk. More specific details of grants made are included within the review of our achievements section below.

Types of fund accounts

The Charity’s unrestricted fund was established using the model declaration of trust and all funds held on trust as at the date of registration were either part of this unrestricted fund or registered as separate restricted funds under the main charity. Subsequent donations and gifts received by the Charity that are attributable to the original funds are added to those fund balances within the existing Charity.

The Charity has the following types of funds:

Designated Funds being those available for spending and allocated within the general unrestricted fund, in line with a donor’s wishes. Designated funds are established on a basis consistent with the NHS Trust’s management arrangements. Requests for

expenditure from designated funds are reviewed by senior managers responsible for the service area to which the fund relates.

• Restricted funds being; the Arthur Armitage Fund; Covid-19 (Staff Benefit); Covid19 (General Purpose); The Pinderfields Burns Research Fund; Pinderfields Chest Unit Services Fund; Coronary Care; Cancer Services; Urology; Colorectal and Cancer Services; ICU and PGI (Restricted); Oncology/Haematology; NRC/Stroke Unit; Neurological Fund and Pinderfields Burns Centre Fund; MRI Appeal fund; Rheumatology & Physio Equipment DDH; Diabetes centre PGH.

The Corporate Trustee fulfils its legal duty by ensuring that funds are spent in accordance with the objects of each fund and also by designating funds. The Trustee respects the wishes of our generous donors to benefit patients and staff for the improvement of patient care.

2023-2024

Annual Report

Risk Management

The risk register is a standing item on the Charitable Funds Committee’s work plan. The risks are scored and any presenting with a high score is escalated to the Corporate Trustee. No risks of this nature were identified during the year.

The systems, policies and risk register are reviewed by the Charitable Funds Committee on a regular basis. The Committee also receives an internal audit report every two years. The report in 2022/23 gave significant assurance on the Charity’s systems and controls.

Partnership Working and Networks

The Mid Yorkshire Teaching NHS Trust is the Corporate Trustee of the Charity. NHS patients receiving treatment or accessing services at the Trust are the main beneficiaries of these charitable funds. Close networks are established between the Charity and the Trust to ensure charitable funds are directed to further services in line with the main activities, objectives and strategic plans of the Trust and local health economy. The Trust is a related party by virtue of being Corporate Trustee of the Charity.

Close links have been maintained with other local organisations and charities and in particular The Hydes Hospital Trust and Dr Jackson from which significant contributions are gratefully received. The Charity’s fundraising team have made significant improvements with regards to raising the profile of the Charity through social media, making links and building relationships with local businesses, organisations and with the people that use our services.

A number of substantial donations and grants made from these relationships have not only benefited patients but have provided support to families and friends who have been through difficult and challenging times.

Reference and administrative details The Mid Yorkshire Teaching NHS Trust Charitable Fund (the Charity), registered charity number 1067163, was entered on the Central Register of Charities on the 6 January 1998. The Charity’s governing document is a Declaration of Trust dated 3 December 1997 as amended by supplemental deeds dated 6 February 2007 and 19 June 2007.

• Its mission and aim is to raise income and manage funds for: “The benefit of patients and to support staff to deliver improved patient care”.

The Charity’s main fund has NHS wide objectives as follows:

• “The Trustee shall hold the trust fund upon trust to apply the income, and at their

discretion, so far as may be permissible, for charitable purposes relating to the general

• or any specific purposes of the Mid Yorkshire Teaching NHS Trust or to purposes relating to the health service”.

2023-2024

Annual Report

The Charity is constituted of 18 restricted (2022/23:17) and one unrestricted fund. There are 59 (2022/23: 59) designated funds within the unrestricted fund as at 31 March 2024 and the notes to the accounts distinguish the types of fund held and disclose separately all material funds.

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

The names of those people who served as agents for the Corporate Trustee, as permitted under regulation 16 of the NHS Trusts (Membership and Procedures) Regulations 1990 were as follows:

Mr K Ramsay - Chairman

Mrs A Whitaker - Chief Finance Officer

Mr G Ellis - Non-Executive Director

Mr M Nawaz - Non-Executive Director

Mrs E Hall - Chief of Planning, Partnerships and Strategy

Principal Office

The principal office for the Charity is:

Mid Yorkshire Teaching NHS Trust NHS Trust Board (Corporate) C/O Trust HQ and Education Centre Pinderfields Hospital Aberford Road Wakefield WF1 4DG

Principal Professional Advisers

Bankers

Lloyds Bank 75 Commercial Street Batley West Yorkshire WF17 5EQ

External Auditors

Shenward Summit House Woodlands Park, Bradford Road Cleckheaton BD19 6BW

2023-2024

Annual Report

CCLA Investment Management Ltd

COIF Charity Funds 80 Cheapside London EC2V 6DZ

Statement of trustee’s responsibilities in respect of the trustee’s annual report and accounts

The Mid Yorkshire Hospitals NHS Trust Charitable Fund is the sole corporate trustee of the fund. Delegated responsibility of the trustee is applied to executive and non-executive members of Mid Yorkshire Teaching NHS Trust Board.

The trustee is responsible for preparing the trustees' Annual Report and 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 and Wales/Scotland/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:

• select suitable accounting policies and then apply them consistently;

• observe the methods and principles in the Charities SORP;

• make judgements and estimates that are reasonable and prudent;

• state whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements; and

• prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in business.

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. It is 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.

2023-2024

Annual Report

The 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.

The trustee confirms that it has met the responsibilities set out above and complied with the requirements for preparing the accounts. The financial statements set out on pages 28-48 attached have been compiled from and are in accordance with the financial records maintained by the trustee.

By Order of the trustee, and those with delegated responsibility.

Provision of information to the auditors

The Trustee at the date of approval of this report confirms that so far as they are aware, there is no relevant audit information of which the Charity’s auditors are unaware; and they have taken all the steps that they ought to have taken as a Trustee in order to make themselves aware of any relevant audit information and to establish that the Charity’s auditors are aware of that information.

Yours Sincerely, Keith Ramsay Chairman

Independent auditor’s report to the Trustees of Mid Yorkshire Hospitals NHS Trust Charitable Fund

Opinion

We have audited the financial statements of The Mid Yorkshire Hospitals NHS Trust Charitable Fund (the ‘charity’) for the year ended 31 March 2024 which comprise Statement of Financial Activities, Balance Sheet and notes to the financial statements, including 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:

• give a true and fair view of the state of the charity’s affairs as at 31 March 2024, and of its profit [loss] for the year then ended;

2023-2024

Annual Report

• have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice; and

have been prepared in accordance with the requirements of the Charities Act 2011.

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 financial statements are 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 other information comprises the information included in the annual report, other than the financial statements and our auditor’s report thereon. The trustees are responsible for the other information contained within the annual report4. 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.

2023-2024

Annual Report

Opinions on other matters prescribed by the Charities Act 2011

In our opinion, based on the work undertaken in the course of the audit:

• the information given in the report of the trustees for the financial year for which the financial statements are prepared is consistent with the financial statements; and the report of the trustees has been prepared in accordance with applicable legal requirements.

Matters on which we are required to report by exception

In the light of the knowledge and understanding of the company and its environment obtained in the course of the audit, we have not identified material misstatements in the report of the trustees.

We have nothing to report in respect of the following matters in relation to which the Charities Act 2011 requires us to report to you if, in our opinion:

• adequate accounting records have not been kept, or returns adequate for our audit have not been received from branches not visited by us; or

• the financial statements are not in agreement with the accounting records and returns; or

• certain disclosures of trustees’ remuneration specified by law are not made; or

• we have not received all the information and explanations we require for our audit [; or the trustees were not entitled to prepare the financial statements in accordance with the small companies regime and take advantage of the small companies’ exemptions in preparing the trustees report and from the requirement to prepare a strategic report.

Responsibilities of trustees

As explained more fully in the trustees responsibilities statement [set out on page 50], 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)

2023-2024

Annual Report

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 non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. Based on our understanding of the charity and its activities, we identified that the principal risks of non-compliance with laws and regulations related to the employment regulation and health and safety regulation, anti-bribery, corruption and fraud, money laundering, and 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.

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 noncompliance. The risk is also greater regarding irregularities occurring due to fraud rather than error, as fraud involves intentional concealment, forgery, collusion, omission or misrepresentation.

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

• Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, design and perform audit procedures responsive to those risks, and obtain audit evidence that is sufficient and appropriate to provide a basis for our opinion. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control.

• Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the charity’s internal control.

• Evaluate the appropriateness of accounting policies used and the reasonableness of accounting estimates and related disclosures made by the trustees. Conclude on the appropriateness of the trustees use of the going concern basis of accounting and, based on the audit evidence obtained, whether a material uncertainty exists related to events or conditions that may cast significant doubt on the charity’s ability to continue as a going concern. If we conclude that a material uncertainty exists, we are required to draw attention in our auditor’s report to the related disclosures in the financial statements or, if such disclosures are inadequate, to modify our opinion. Our

2023-2024

Annual Report

• conclusions are based on the audit evidence obtained up to the date of our auditor’s report. However, future events or conditions may cause the charity to cease to continue as a going concern.

• Evaluate the overall presentation, structure and content of the financial statements, including the disclosures, and whether the financial statements represent the underlying transactions and events in a manner that achieves fair presentation (ie. gives a true and fair view).

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

This report is made solely to the charities members, as a body, in accordance with the Charities Act 2011. Our audit work has been undertaken so that we might state to the charity’s members 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 members as a body, for our audit work, for this report, or for the opinions we have formed.

Sherad Dewedi

Chartered Accountants and Statutory Auditor

Shenward LLP Summit House, Woodland Park, Bradford Rd, Cleckheaton BD19 6BW

2023-2024

Annual Report

Statement of Financial Activities For the year ended 31 March 2024

Unrestricted	Unrestricted	Restricted	Total funds	Total funds
	funds	funds	(2023/24)	(2022/23)
Income and endowments from	£'000	£'000	£'000	£'000
Donations and legacies (4)
Charitable Activities (5)	270	191	461	351
Other trading activities (6)	0	0	0	0
Investment income (8)	50	60	110	65
Total incoming resources	42	41	83	77
	362	292	654	493
Expenditure on
Raising funds (9)
Charitable activities (10)	(104)	(142)	(246)	(141)
- Buildings and refurbishment
- Purchase of medical equipment	(59)	(1)	(60)	(85)
- Staff education and resources	(176)	(65)	(241)	(81)
- Patient welfare and amenities	(65)	(40)	(105)	(177)
	(122)	(11)	(133)	(107)
Total expenditure	(422)	(117)	(539)	(450)
	(526)	(259)	(785)	(591)
Transfers between funds (21)
Net gains/(losses) on	0	0	0	0
investments (16)
	(86)	(82)	(168)	(149)
Net movement in funds
	(78)	(115)	(37)	(247)
Reconciliation of funds
Total funds brought forward (22)
Total funds carried forward	1,050	1,117	2,167	2,414
	972	1,232	2,204	2,167

The accompanying notes form part of these financial statements. *Numbers in brackets ()

Annual Report

Balance Sheet as at 31 March 2024

Unrestricted	Unrestricted	Restricted	Total Funds	Total Funds
	funds	funds	(2023/24)	(2022/23)
	£'000	£'000	£'000	£'000
Fixed assets
Investments (16)	1,177	1,124	2,301	2,132
Total fixed assets	1,177	1,124	2,301	2,132
Current assets
Debtors (17)	13	11	24	23
Cash and cash equivalents (18)	184	166	350	477
Total current assets	197	177	374	500
Liabilities
Creditors falling due within one	(153)	(2)	(155)	(60)
year (19)
Net current assets/(liabilities)	44	175	219	440
Provisions for liabilities (12, 19)	(215)	(101)	(316)	(405)
Total net assets	1,006	1,198	2,204	2,167
The funds of the charity
Restricted income funds (22)	0	1,198	1,198	1,117
Unrestricted income funds (22)	1,006	0	1,006	1,050
Total charity funds	1,006	1,198	2,204	2,167

The accompanying notes form part of these financial statements. *Numbers in brackets ()

Approved on behalf of the Corporate Trustee by the Board of the Mid Yorkshire Teaching NHS Trust and signed on its behalf by: Keith Ramsay Chairman

Annual Report

Cash Flow Statement for the year ended 31 March 2024

	Total Funds	Total Funds
Cash flows from operating activities:	(2023/24)	(2022/23)
Net cash provided by (used in) operating
activities (20)	(209)	(161)
Cash flows from investing activities:
Dividends, interest and rents from	83	77
investments (8)
Net cash provided by (used in) investing	83	77
activities
Change in cash and cash equivalents in the
reporting period	(126)	(84)
Cash and cash equivalents at the beginning
of the reporting period (18)	476	560
Cash and cash equivalents at the end of the
reporting period (18)	350	476

The accompanying notes form part of these financial statements. *Numbers in brackets ()

Annual Report

Notes to the Accounts

1.Accounting Policies

1.1 Basis of preparation

The financial statements have been prepared under the historical cost convention, with the exception of investments which are included at fair value.

The accounts (financial statements) have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued in October 2019 and the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act

2011 and UK Generally Accepted Practice as it applies from 1 January 2019.

The accounts (financial statements) have been prepared to give a 'true and fair' view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a 'true and fair view'. This departure has involved following Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and the Republic of Ireland (FRS 102) issued in October 2019 rather than the Accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.

The Trustee considers that there are no material uncertainties about The Mid Yorkshire Hospitals NHS Trust Charity’s ability to continue as a going concern. There are no material uncertainties affecting the current year’s accounts.

In future years, the key risks to The Mid Yorkshire Hospitals NHS Trust Charitable Fund are a fall in income from donations or investment income but the trustee has arrangements in place to mitigate those risks (see the risk management and reserves sections of the annual report for more information).

2023-2024

Annual Report

1.2 Funds structure

Where there is a legal restriction on the purpose to which a fund may be spent, the fund is classified either as:

• A restricted fund, or

• An endowment fund

Restricted funds are those where the donor has provided for the donation to be spent in furtherance of a specified charitable purpose. The Mid Yorkshire Hospitals NHS Trust Charity’s restricted funds tend to result from legacies.

Endowment funds arise when the donor has expressly provided that the gift is to be invested and only the income generated by the fund may be spent. The charity has no endowment funds.

Those funds which are neither endowment nor restricted income funds, are unrestricted income funds which are sub-analysed between designated funds where the Trustee has set aside amounts to be used for specific purposes or which reflect the non-binding wishes of donors and unrestricted funds which are at the Trustee's discretion, including the general fund, which represents the charity's reserves.

The major funds held in each of these categories are disclosed in note 22.

1.3 Incoming resources

All incoming resources are recognised once the Charity has entitlement to the resources, it is probable (more likely than not) that the resources will be received and the monetary value of incoming resources can be measured with sufficient reliability.

1.4 Gifts in Kind

Gifts in kind, such as food and toiletries are not accounted for when they are accepted and immediately distributed.

Gifts of tangible assets such as artwork and children’s toys are recognised as a donation at fair value (market price) on receipt and charitable expenditure when they are distributed.

1.5 Incoming resources from legacies Legacies are recognised as incoming resources either upon receipt or where the receipt of the legacy is probable.

2023-2024

Annual Report

Receipt is probable when:

• Confirmation has been received from the representatives of the estate that probate has been granted

• The executors have established that there are sufficient assets in the estate to pay the legacy

• All conditions attached to the legacy have been fulfilled or are within the Charity's control

If there is uncertainty as to the amount of the legacy and it cannot be reliably estimated, then the legacy is shown as a contingent asset until all of the conditions for income recognition are met. Material legacies which have been notified but not recognised as incoming resources in the Statement of Financial Activities are disclosed in a separate note to the accounts with an estimate of the amount receivable (note 23).

1.6 Resources expended and irrecoverable VAT Expenditure is recognised when a liability is incurred. Grant commitments are recognised when constructive obligations arise that result in payments being unavoidable. Grants are only made to related or third party NHS bodies in furtherance of the charitable objects of the fund. Contractual arrangements are recognised as and when goods or services are supplied. Irrecoverable VAT is charged against the category of resources expended for which it was incurred.

1.7 Recognition of liabilities and constructive obligations Grants are accounted for on an accruals basis where the conditions for their payment have been met. Provisions are made for grants which are either of uncertain timing or amount. Constructive obligations are accounted for as provisions because of the uncertainty regarding the final cost and the date of payment.

1.8 Allocation of overhead and support costs

Overhead and support costs do not directly relate to a single activity and include costs of administration, internal and external audit, IT support and financial services. Fees are paid to a related party, the Mid Yorkshire Teaching NHS Trust, for the administration and financial services provided to the Charity (see note 4). Overhead and support costs are apportioned between fundraising costs and charitable activities. The bases of apportionment and analysis are shown in note 13.

2023-2024

Annual Report

1.9 Costs of generating funds

Costs to generate income for the Charity, other than those costs incurred in undertaking charitable activities are categorised as costs of generating funds. It includes fundraising costs and investment management fees.

1.10 Charitable activities

Charitable activities comprise costs incurred in the pursuit of the charitable objects of the Charity and an apportionment of overhead and support costs as shown in note 13.

1.11 Investments

Investments are a form of basic financial instrument. Fixed asset investments are initially recognised at their transaction value and are subsequently measured at their fair value (mid-market value) as at the balance sheet date. The Statement of Financial Activities includes the net gains and losses arising on revaluation and disposals throughout the year. Quoted stocks and shares are included in the Balance Sheet at the mid-market value quoted by the investment analyst, excluding dividends. Costs on acquisition are included in the Statement of Financial Activities in the year of purchase.

A key financial risk faced by the Charity is that of volatility in equity markets and investment markets. This is due to the wider economic conditions, the attitude of investors to investment risk, and changes in sentiment concerning equities within particular sectors or sub sectors. Further information on the fixed asset investments can be found in note 16.

1.12 Debtors

Debtors are amounts owed to the charity. They are measured on the basis of their recoverable amount.

1.13 Cash and cash equivalents

Cash at bank and in hand is held to meet the day to day running costs of the charity as they fall due. Cash equivalents are short term investments held in deposit funds. The Charity holds a balance in a Charities Official Investment Fund (COIF) Charities Deposit Fund. Whilst balances maintained in the COIF are held for the longer term, they are highly liquid in nature, can be drawn down readily and therefore are classified as a cash equivalent. COIF invests in interest bearing deposits and pays a variable rate of interest based on returns generated. Interest is accrued for when it falls due.

2023-2024

Annual Report

1.14 Creditors

Creditors are amounts owed by the Charity. They are measured at the amount that the Charity expects to have to pay to settle the debt. Amounts which are owed in more than a year are shown as long term creditors.

1.15 Provisions

Provisions are made where a liability has arisen which is either of uncertain timing or amount. A provision is only recognised when:

• There is a present obligation at the reporting date as a result of a past event,

• It is probable that a transfer of economic benefit, usually in the form of cash, will be required in settlement, and

• The amount of the settlement can be estimated reliably.

Constructive obligations are accounted for as provisions because of the uncertainty regarding the final cost and the date of payment.

1.16 Realised gains and losses

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

2. Prior year comparatives

The primary statements provide prior year comparatives in total; this note provides prior period comparatives for the Statement of Financial Activities and the Balance Sheet for each of the three types of funds within the Charity.

2023-2024

Annual Report

Statement of Financial Activities for the year ended 31 March 2023

	Unrestricted	Restricted	Total funds
	funds	funds	(2022/23)
	£'000	£'000	£'000
Income and endowments from
Donations and legacies	250	101	351
Charitable Activities	0	0	0
Other trading activities	39	26	65
Investment income	45	32	77
Total incoming resources	334	159	493
Expenditure on
Raising funds	(53)	(88)	(141)
Charitable activities
- Buildings and refurbishment	(80)	(5)	(85)
- Purchase of medical equipment	(86)	(5)	(81)
- Staff education and resources	(133)	(44)	(177)
- Patient welfare and amenities	(100)	(7)	(107)
	(399)	(51)	(450)
Total expenditure	(452)	(139)	(591)
Transfers between funds	0	0	0
Net gains/(losses) on investments	(84)	(65)	(149)
Net movement in funds	(202)	(45)	(247)
Reconciliation of funds
Total funds brought forward	1,297	1,117	2,414
Total funds carried forward	1,095	1,072	2,167

Annual Report

Balance Sheet as at 31 March 2023

	Unrestricted	Restricted	Total Funds
	funds	funds	(2022/23)
	£'000	£'000	£'000
Fixed assets
Investments	1,203	929	2,132
Total fixed assets	1,203	929	2,132
Current assets
Debtors	13	10	23
Cash and cash equivalents	110	367	477
Total current assets	123	377	500
Liabilities
Creditors falling due within one year	(10)	(70)	(60)
Net current assets/(liabilities)	133	307	440
Provisions for liabilities	(285)	(120)	(405)
Total net assets	1,051	1,116	2,167
The funds of the charity
Endowment funds	0	0	0
Restricted income funds	0	1,117	1,117
Unrestricted income funds	1,050	0	1,050
Total charity funds	1,050	1,117	2,167

2023-2024

Annual Report

3. Related Party Transactions

The Mid Yorkshire Teaching NHS Trust (the Trust) is the Charity's Corporate Trustee. For accounting purposes, this means that the Charity is deemed to be a subsidiary of

the Trust as it is 'controlled' by another entity through the trusteeship arrangements.

The Charity accounts are not consolidated in the Trust’s accounts due to the immateriality of the Charity's transaction in the context of the group (Trust and Charity).

The Trust provides healthcare services to the people of Wakefield and North Kirklees districts in West Yorkshire.

NHS patients of the Trust are the main beneficiaries of the Charity. The Charity has made revenue and capital grant payments to the Trust for the benefit of NHS patients, these are detailed in note 10.

The Trust provides administration, clerical and financial services to the Charity, by agreement with the Corporate Trustee. These costs of £85k (2022/23: £85k) in support

of the Charity's grant making activities are included within support costs. Included in

expenditure on raising funds is £246k (2022/23: £141k) for fundraising services provided by the Trust.

During the year none of the members of the NHS Trust Board or senior NHS Trust staff

or parties related to them were direct beneficiaries of the Charity.

Neither the Corporate Trustee nor any member of the NHS Trust Board has received emoluments, expenses or benefits in the year other than in their capacity as employees

of the Mid Yorkshire Teaching NHS Trust and in line with the ordinary use of funds. The

Charity has purchased Trustee indemnity insurance on behalf of the Corporate Trustee

due to increased fundraising activities and associated risks.

2023-2024

Annual Report

4. Analysis of donations and legacies

	Unrestricted	Restricted	Total	Total
	funds	funds	2023/24	2022/23
	£'000	£'000	£'000	£'000
Donations from individuals	58	4	62	55
Donations from charities	76	136	212	104
Corporate donations	56	47	103	90
Legacies	80	4	84	102
Total donations and legacies	270	191	461	351

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

5. Analysis of income from charitable activities

activities
	Unrestricted	Restricted	Total	Total
	funds	funds	2023/24	2022/23
	£'000	£'000	£'000	£'000
Phase 1 Grant from NHS Charities
Together	0	0	0	0
Phase 2 Grant from NHS Charities
Together	0	0	0	0
Emergency Grant from NHS
Charities Together	0	0	0	0
Phase 3 Grant from NHS Charities
Together	0	0	0	0
Total income from charitable
activities	0	0	0	0

2023-2024

Annual Report

6. Analysis of income from other trading activities

activities
	Unrestricted	Restricted	Total	Total
	funds	funds	2023/24	2022/23
	£'000	£'000	£'000	£'000
Fundraising income	50	60	110	65
Total income from other
trading activities	50	60	110	65

7. Role of volunteers

The Charity is reliant on volunteers who carry out 3 roles:

• Fund holders – who are responsible for the administration of a specific fund account of the Charity at ward/department level.

• Fund managers – who are responsible for reviewing all requests for expenditure before submission to the Charity. Fund Managers are senior managers of the Trust and responsible for fund accounts which fall within their area of responsibility.

• Fundraisers – members of the public, patients, relatives and staff raise funds for the Charity in various ways including, for example, holding events such as balls and cake stalls as well as running marathons.

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

2023-2024

Annual Report

8. Investment income

Unrestricted	Unrestricted	Restricted	Total	Total
	funds	funds	2023/24	2022/23
	£'000	£'000	£'000	£'000
Fixed asset investments
Charities Ethical Investment Funds	29	28	57	57
Charities Property Fund	7	7	14	14
Cash equivalents
Common Deposit Fund	6	6	12	6
Total investment income	42	41	83	77

The Charity’s investments and cash equivalents are held by CCLA Investment Management.

The Charity receives income in the form of dividends from its fixed asset investments and interest from its cash equivalents.

9. Analysis of expenditure on raising funds

funds	funds
Unrestricted		Restricted	Total	Total
	funds	funds	2023/24	2022/23
	£'000	£'000	£'000	£'000
Fundraising costs	104	142	246	141
Total expenditure on raising funds	104	142	246	141

2023-2024

Annual Report

10. Analysis of expenditure on charitable activities

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

The Charity made grants to Mid Yorkshire Teaching NHS Trust in support of a range of charitable activities to benefit NHS patients and their families.

Grant Funded	Grant Funded	Support Costs	Total	Total
	Activity	(Note 12)	2023/24	2022/23
	£'000	£'000	£'000	£'000
Buildings and refurbishment	52	7	59	85
Purchase of medical equipment	230	12	242	81
Staffing education and resources	54	51	105	177
Patient welfare and amenities	109	24	133	107
Total	445	94	539	450

11. Analysis of grants

The Corporate Trustee operates a scheme of delegation, through which all grant funded activity is managed by fund administrators responsible for the day to day disbursements in accordance with the directions set out by the Trustees in the Charity standing orders and financial instructions. The Charity has not made any grants to individuals. All grants were made to Mid Yorkshire Teaching NHS Trust. The total cost of making grants is included within charitable activities analysis on the face of the Statement of Financial Activities. The grants received for each category of charitable activity are disclosed in note 10

2023-2024

Annual Report

12. Provisions for liabilities

12. Provisions for liabilities
12. Provisions for liabilities	Total	Total
	2023/24	2022/23
	£'000	£'000
Opening balance at 1 April (see note 19)	405	381
Arising during the year	491	360
Utilised during the year	(514)	(239)
Released during the year	(66)	(97)
Closing balance at 31 March (see note 19)	316	405

Current liabilities are amounts owed for support costs and to reimburse for grants which are paid retrospectively. Provisions for liabilities represent constructive obligations and include grants which are committed to, where the amounts and/or timing of payments are not yet known.

13. Allocation of support costs and overload

Support costs and overheads are allocated between fundraising and charitable activities. Governance costs are those support costs which relate to the strategic and day to day management of a charity. The costs of fundraising services and overheads are directly charged to fundraising costs, note 9.

	Charitable	Total	Total
	Activities	2023/24	2022/23
	£'000	£'000	£'000
	6	6	2
External audit (15)	18	18	19
Administration services	24	24	21
Governance
	71	71	81
Administration services	95	95	102
Total (10)
	47	47	40
Restricted funds	48	48	62
Unrestricted funds	95	95	102

2023-2024

Annual Report

The bases of allocation used are as follows:

Basis	Description
Expenditure	Proportion by total expenditure per charitable activity.
Transaction	On average each transaction takes a similar amount of time to process. The number of transactions is used as a proxy to the time and hence cost of processing transactions. This basis allocates costs according to the number of transactions of each charitable activity.
Direct Allocation	Specific allocation where the cost is wholly attributable to a particular activity.

14. Trustee’s remuneration, benefits and expenses

The Corporate Trustee gives its time freely and its Board members receive no remuneration for the work that is undertaken as Trustee. No other benefits were received.

15. Auditor’s remuneration

The auditor’s remuneration of £3,240 (2022/23: £2,700) relates solely to the audit with no other additional work undertaken in either year.

2023-2024

Annual Report

16. Fixed Asset Investments

Movement in fixed asset investments
	2023/24	2022/23
	£'000	£'000
Market value brought forward	2,133	2,282
Add net gain/(loss) on revaluation	168	149
Market value as at 31st March	2,301	2,133
Fixed asset investments by type
	2023/24	2022/23
	£'000	£'000
COIF Charities Ethical Investment Fund	2,042	1,860
COIF Charities Property Fund	259	273
Total	2,301	2,133

All investments are carried at their fair value.

Financial Instruments

All investments are carried at their fair value, which is market price. Asset sales and purchases are recognised at the date of trade, at cost (that is their transaction value).

The significance of financial instruments to the on-going financial sustainability of the Charity is considered in the investment policy and risk section of the Trustee annual report.

The main risk from financial instruments lies in the combination of uncertain investment markets and volatility in yield. Although the asset allocation should result in a stable dividend yield, there are risks that the market conditions will affect the capital values.

Liquidity risk is anticipated to be low as all assets are traded and the commitment to intervention by central banks and market regulators has continued to provide for orderly trading in the markets and so the ability to buy and sell quoted equities and stock is anticipated to continue.

2023-2024

Annual Report

The Charity’s investments are mainly traded in markets with good liquidity and high trading volumes. The Trust has no material investment holdings in markets subject to exchange controls or trading restrictions.

The Charity manages these investment risks by utilising professional investment advisors and operating an investment policy that provides for a high degree of diversification in a range of investment asset classes. The Charity does not make use of derivatives and similar complex financial instruments as it takes the view that investments are held for their longer term yield total return and historic studies of quoted financial instruments have shown that volatility in any particular 5 year period will normally be corrected.

17. Analysis of current debtors

	2023/24	2022/23
	£'000	£'000
Accrued income	20	19
Prepayments	4	4
Total debtors	24	23

18. Analysis of cash and cash equivalents

equivalents
	2023/24	2022/23
	£'000	£'000
Cash at bank	250	213
COIF Charities Deposit Fund	100	264
Total cash and cash equivalents	350	477

2023-2024

Annual Report

The deposit fund is cash held in a COIF (Charity Official Investment Fund) Deposit Fund. In accordance with the SORP, this is classified as a cash equivalent as it is highly liquid and readily accessible. The Charity holds it on deposit for the longer term and draws down amounts as necessary to fulfil obligations for grant payments.

No cash or cash equivalents were held in non-cash investments or outside of the UK

19. Analysis of liabilities

19. Analysis of liabilities
	2023/24	2022/23
	£'000	£'000
Creditors falling due within one year
Accruals for grants owed to NHS bodies	151	53
Other accruals	3	7
	154	60
Provisions for liabilities
Accruals for grants owed to NHS bodies	316	405
Total liabilities	470	465

Current liabilities are amounts owed for the payment of grants which have already been made. Provisions for liabilities represent constructive obligations and includes for grants which have been committed but the amount and/or timing of the payment is not yet known.

2023-2024

Annual Report

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

operating activities
	2023/24	2022/23
Net income/(expenditure) for 2023/24	£'000	£'000
(as per the Statement of Financial
Activities)	37	247
Adjustments for:
(Gains)/losses on investments	(168)	(149)
Dividends and interest from
investments	(83)	(77)
(Increase)/decrease in debtors	(1)	(2)
Increase/(decrease) in creditors	(95)	(8)
Increase/(decrease) in provisions	(89)	(24)
Net cash provided by (used in)
operating activities	(209)	(161)

21. Transfers between funds

There have been no transfers between restricted and unrestricted funds in 2023/24.

2023-2024

Annual Report

22. Analysis of charitable funds

Analysis of fund movements for the year ended 31 March 2024

Balance at April 1st 2023 £’000	Balance at April 1st 2023 £’000	Income £’000	Expenditure £’000	Gains and Losses £’000	Transfers £’000	Balance at March 31st 2024 £’000
a) Restricted funds
Arthur Armitage COVID-19 (Staff Benefit) COVID-19 (General Purpose)	84 38 13	2 4 0	4 20 0	4 5 0	0 0 0	86 27 13
Pinderfields Hospital Chest Unit Services	56	2	6	2	0	54
Pinderfields Burns Research	35	1	3	4	0	37
Coronary Care Cancer Services	20 167	1 25	2 14	1 9	0 0	20 137
Urology Colorectal and Cancer Services	23 3	1 0	2 0	1 0	0 0	23 3
MRI Appeal Fund ICU	22 39	290 1	131 3	9 2	0 0	190 39
Rheumatology & Physio
Equipment DDH	128	5	42	10	0	101
PGI (Restricted)	27	6	7	5	0	31
Oncology/Haematology	42	1	35	1	0	9
NRC/Stroke Unit	20	1	1	1	0	23
Neurological Fund	271	21	26	17	0	241
Pinderfields Burns Centre	42	1	4	3	0	42
Diabetes Centre PGH	87	43	15	7	0	122
Restricted funds total	1,117	313	313	81	0	1,198
b) Unrestricted and material
designated funds
Other designated funds	1,050	342	472	86	0	1,006
Unrestricted funds total	1,050	342	472	86	0	1,006
Total	2,167	655	785	167	0	2,204

2023-2024

Annual Report

22. Analysis of charitable funds

Analysis of fund movements for the year ended 31 March 2023

Balance at April 1st 2022 £’000	Balance at April 1st 2022 £’000	Income £’000	Expenditure £’000	Gains and Losses £’000	Transfers £’000	Balance at March 31st 2023 £’000
a) Restricted funds
Arthur Armitage COVID-19 (Staff Benefit) COVID-19 (General Purpose)	89 58 13	2 5 0	4 20 0	3 5 0	0 0 0	84 38 13
Pinderfields Hospital Chest Unit Services	61	2	4	3	0	56
Pinderfields Burns Research	38	1	2	2	0	35
Coronary Care Cancer Services	22 182	0 5	1 11	1 9	0 0	20 167
Urology Colorectal and Cancer Services	28 3	1 0	5 0	1 0	0 0	23 3
MRI Appeal Fund ICU	1 29	24 1	2 11	1 2	0 0	22 39
Rheumatology & Physio
Equipment DDH	143	5	11	9	0	128
PGI (Restricted)	34	2	5	4	0	27
Oncology/Haematology	46	1	3	2	0	42
NRC/Stroke Unit	25	1	5	1	0	20
Neurological Fund	298	8	19	16	0	271
Pinderfields Burns Centre	47	1	3	3	0	42
Diabetes Centre PGH	0	101	13	1	0	87
Restricted funds total	1,117	160	97	63	0	1,117
b) Unrestricted and material
designated funds
Other designated funds	1,297	333	494	86	0	1,050
Unrestricted funds total	1,297	333	494	86	0	1,050
Total	2,414	493	591	149	0	2,167

2023-2024

Annual Report

All endowment and restricted funds are reported separately. The Trustee set an opening or closing balance of £100,000 or above as the threshold for reporting material designated funds. In the interests of accountability and transparency a complete breakdown of all designated (earmarked) funds is available upon written request.

Name of Fund	Description, nature and purposes of the fund
Arthur Armitage	A restricted legacy from Arthur Armitage to provide medical and scientific equipment and associated supporting consumables for patients remaining under the care of a Pinderfields Hospital consultant to enable them to live in the community.
Covid-19 (Staff Benefit)	A restricted fund consisting of donations and fundraising during the Covid-19 pandemic for the specific use of benefitting staff.
Covid-19 (General Purpose)	A restricted fund consisting of donations and fundraising during the Covid-19 pandemic for the specific use of benefitting patients.
Pinderfields Burns Research Fund	A restricted legacy promoting for the benefit of the public, the study into burn prevention, burn treatment and burn care and to promote and co-ordinate research into the scientific, clinical and social aspects of burns and arrange for the results of the research to be published.
Coronary Care	A restricted legacy for the services stated.
Cancer Services	A restricted legacy for the services stated.
Urology	A restricted legacy for the service stated.

2023-2024

Annual Report

Name of Fund	Description, nature and purposes of the fund
Colorectal and Cancer Services	A restricted legacy for the services stated.
Diabetes Centre PGH	A restricted legacy for the services stated.
Intensive Care Unit	A restricted legacy for the Intensive Care unit at Pinderfields Hospital
PGI (restricted)	A restricted legacy for the specific use of patient care and equipment provision at Pontefract Hospital.
MRI Appeal fund	A restricted legacy for the services stated.
Oncology/Haematology	A restricted legacy for the Oncology Day Unit
NRC/stroke unit	A restricted legacy for the Neuro Rehabilitation Centre/Stroke Unit.
Neurological fund	A restricted legacy for the ongoing treatment and care of neurological disorders.
Pinderfields Burn Centre	A restricted legacy for the Pinderfields Burns Centre
Rheumatology & Physio Equipment DDH	A restricted legacy for the services stated.
Other designated funds	There are 59 (2019/20:60) other designated fund accounts relating to wards and clinical departments within the Mid Yorkshire Teaching NHS Trust for which donors have indicated their non-binding wishes when making their donations.

2023-2024

Annual Report

23. Material legacies and contingent assets

Legacy income is only included in incoming resources where receipt is probable and the amount is known with certainty, or the legacy has been received. In 2023/24, £84k (2022/23: £0k) is included in accrued income.

The Charity has been made aware of further legacies to which it may be entitled. The amounts and timing of these legacies is yet unknown; hence it is not included within incoming resources.

Thank You

On behalf of the patients and staff who have benefitted from improved services due to donations and legacies, the Corporate Trustee would like to thank all those individuals, families and societies which so generously donated funds during the year.

Should you wish to donate please complete the form below and send a cheque, made payable to MY Hospitals Charity, to MY Hospitals Charity, Trust HQ & Education Centre, Pinderfields Hospital, Aberford Road, Wakefield, WF1 4DG. Or if you would like to set up a sponsorship page and donate the proceeds to this Charity you may also use the Justgiving website www.justgiving.com/midyorkshospit

Name: I_______ Address: of________

_________ give to MY Hospitals Charity the sum of £______for the general purpose of that Charity without imposing a separate trust. I would like to gift aid my donation. I am a UK taxpayer and the tax I will pay in this tax year will exceed the amount you can reclaim on this donation.

Signature:______Date:______

2023-2024

Annual Report

Appendix A		Statutory accounts
	1/04/2023 to	Prior year
	31/03/24	31/03/23
INCOMING RESOURCES
Voluntary income
Donations	347,000	249,000
Legacies	84,000	102,000
Sub-total voluntary income	431,000	351,000
Activities for generating funds	110,000	65,000
Investment income	83,000	77,000
Incoming resources from charitable
activities	30,000	-
Charitable Activities	-	-
Other incoming resources	-	-
Total Incoming resources	654,000	493,000
RESOURCES EXPENDED
Costs of generating funds
Costs of generating voluntary income	246,000	141,000
Charitable activities
Overhead and support costs	71,000	81,000
Grants paid	347,000	251,000
Movement on commitments	97,000	97,000
Governance costs	24,000	21,000
Other resources expended
Total resources expended	785,000	591,000
Gains/(losses) on revaluation & disposal of
investment assets	168,000	149,000
Net movement in funds	37,000	247,000
Fund balances brought forward	2,167,000	2,414,000
Fund balances carried forward	2,204,000	2,167,000

2023-2024

Annual Report

Appendix A		Statutory
		accounts
	As at	As at
	31/03/24	31/03/23	Variance
Fixed Assets
Investments	2,301,000	2,133,000	168,000
Total Fixed Assets	2,301,000	2,133,000	168,000
Current Assets
Debtors	24,000	23,000	1,000
Short Term Investments And Deposits	100,000	264,000	164,000
Cash At Bank And In Hand	250,000	213,000	37,000
Total Current Assets	374,000	500,000	126,000
Creditors: Amounts Falling Due Within
One Year	155,000	52,000	103,000
Net Current Assets	219,000	448,000	229,000
Total Assets Less Current Liabilities	2,520,000	2,581,000	61,000
Provisions For Liabilities And Charges	316,000	413,000	97,000
Net Assets	2,204,000	2,168,000	36,000
Funds of the Charity
Restricted	1,198,000	1,116,000	82,000
Unrestricted	1,006,000	1,052,000	46,000
Total Funds	2,204,000	2,168,000	36,000

2023-2024

MY Hospitals Charity Registered Charity No. 1067163

The mission of MY Hospitals Charity is to support The Mid Yorkshire Hospitals NHS Trust to provide excellent patient care and experience.

We do this by funding additional enhancements above and beyond NHS funding provision.