2025-03-31-accounts

Annual Report 2024-2025

MY Hospitals Charity

“Supporting the provision of high-quality healthcare services at home, in the community and in hospitals, and initiatives that keep all our staff and diverse communities happy and healthy.”

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

2024-2025

Annual Report

Contents

Introduction 4 A word from the Trust Chair 5 A word from the Associate Director of Charity and Partnerships 6 Our Impact 7 Fundraising and Engagement 14 MY MRI Appeal 23 Hands Across Wakefield 26 Financial Detail 28

2024 - 2025

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 2024-25.

2024-2025

A word from the Trust Chair

Welcome to our annual report for 2024/25. The Corporate Trustee, Mid Yorkshire Teaching NHS Trust (the Trust), presents Mid Yorkshire Hospitals Charity annual report and a financial highlight report. The full set of audited financial statements for the year ended 31 March 2025 are available as a separate document.

The Charity relies on the support of the public and is ever grateful to those who have donated, provided legacies and fundraised on its behalf. This has been the biggest year ever for the charity, which continues to grow, and do more in it’s mission to support our patients, communities and staff.

On behalf of the Mid Yorkshire Teaching NHS Trust, which acts as the Corporate Trustee for the charity, I would like to thank those patients, staff, volunteers and the public for their generous donations and support in our efforts to raise funds. Your support makes our work possible and your future donations are the key to our continued success.

On behalf of the Corporate Trustee

Keith Ramsay Chair, Mid Yorkshire Teaching NHS Trust

2023-2024

A word from the Associate Director of Charity and Partnerships

This has been an incredible year for MY Hospitals Charity. It has seen the completion of the charity’s first ever major fundraising appeal, MY MRI Appeal, and been our most successful year to date.

Please enjoy reading about some of the highlights from our year, which include the amazing Hands Across Wakefield event, which brought 2,000 people together to form a human chain across Wakefield. No mean feat! So I am incredibly grateful to the team, and all the participants, that made it happen.

This year, thanks to our supporters, the charity has been able to spend £927,000 on charitable projects across our hospitals and communities. You can read about the impact this is making in this report.

I would just like to say a huge thank you to all of those individuals, families, companies and community groups that have supported the charity this year - we really couldn’t do it without you.

Emma Dickens

Associate Director of Charity and Partnerships

2023-2024

Our Impact

This year, thanks to the ongoing generosity of our communities, we spent £927,000 on charitable activities that directly improve patient experience, staff wellbeing and the hospital environment across Wakefield, Dewsbury and Pontefract and in our communities.

The following pages highlight just some of the ways your support has made a difference.

Annual Report

Enhancing Environments

MRI Suite and the Tesla 3.0 MRI Scanner

The success of the MY MRI Appeal marks a major milestone for patient care across Mid Yorkshire. Thanks to the generosity of individuals, businesses, faith groups and charitable foundations, over £800,000 was raised to support the development of a new MRI suite at Pinderfields Hospital. With the new 3.0 Tesla C? MRI scanner now in operation, patients are already benefiting from faster access to diagnostic imaging, sae shorter waiting times, and a vastly improved scanning environment. Importantly, the new scanner also supports more complex imaging needs, including for children requiring general anaesthetic, meaning more families can receive care locally without the need to travel outside the area.

Visualite Ceiling Tiles

Visualite ceiling tiles were installed in the Radiology Department, spaces that, until now, lacked natural light and could feel enclosed or clinical.

These innovative tiles simulate scenes, such as blue skies and leafy canopies, and are fitted into the ceiling to transform the environment. For patients undergoing scans, especially those who may feel anxious, the tiles offer a calming visual distraction that helps ease nerves and improve their overall experience. These clever tiles not only benefit patients, but staff too, by improving and uplifting their workspace.

2024-2025

Annual Report

“They've made a massive difference to both staff and patients on the ward. It is a lot easier for staff to work in as it adds a bit of natural light to the space, and we have also had multiple patients say the room was a lot more comforting and less clinical. These calming ceiling tiles have helped to create a more soothing, reassuring environment for patients undergoing complex and often lengthy procedures. By helping to reduce stress and ease anxiety during what can be a difficult time, this small but thoughtful addition can make a real difference to a patient’s experience and wellbeing.”

Purchase of Medical Equipment

Paxman Scalp Cooling Machines

This year, charitable funds helped purchase additional Paxman scalp cooling machines at Pontefract and Dewsbury to support patients undergoing chemotherapy. These specialist machines help reduce hair loss, a common and often distressing side effect of treatment. For many, retaining their hair provides a sense of normality and dignity during this challenging time. Patients tell us that the machines have a huge impact; improving their confidence, emotional wellbeing, and a helping to provide a greater sense of control throughout their cancer journey.

“The cold cap was such a significant part of my journey. Having the opportunity to retain most of my hair (which I would have otherwise lost 100% of), allowed me a little normality which I will forever be grateful for.”

2024-2025

Annual Report

Staff Training and Wellbeing

Shadow Board Staff Development Programme

With funding from NHS Charities Together, the Trust launched a training programme designed to empower staff from global majority backgrounds with the confidence, skills, and experience needed to step into senior leadership roles. The programme offers training, mentorship from executive leaders, and the opportunity to engage directly with strategic decision making, including presenting at Public Trust Boards.

By focusing on aspiration, confidence, and education, the programme is helping to build stronger, more inclusive leadership within the Trust. Participants gain real-world experience in a safe and supportive environment, developing skills essential for leadership. In the longer term, the initiative aims to reduce health inequalities and improve outcomes for both staff and patients, ensuring the leadership of our NHS better reflects the communities it serves.

“It has been empowering to bring my lived experiences, cultural perspective and identity into a space where strategy and decision making happens, and to know my contributions matter. Inclusive leadership programmes like this are so important for us as individuals and as a Trust.”

2024-2025

Annual Report

Dewsbury Deli

Recognising the pressures faced by staff, MY Hospitals Charity has continued to fund the Dewsbury Deli, a dedicated food bank providing essential supplies to colleagues who may be struggling with the rising cost of living. Located discreetly within Dewsbury Hospital, the Deli offers free access to food and household items, helping to ease financial pressures and ensure no member of staff goes without the basics.

By funding this initiative, the charity is helping to create a more compassionate and supportive workplace, where staff wellbeing is prioritised.

“The Deli has supported many people over the past 2 years. We have supported staff who have been suffering with suicidal ideation which had been made worse by a lack of food, supported staff whilst they have been off sick and gone into reduced pay, and staff who have had a sudden bereavement and have found themselves under considerable financial strain. Colleagues have fed back that the Dewsbury Deli saved their life, and has been a lifeline for them and their family.”

2024-2025

Annual Report

Patient Experience

Patient Property Boxes

With funding from MY Hospitals Charity, a simple but powerful solution has been introduced across the Trust to help protect essential personal items for in patients. The introduction of disposable patient property boxes has already reduced the loss of life-enhancing items such as glasses, hearing aids and dentures. These items are vital for communication, patient safety, nutrition and emotional wellbeing. By keeping these items safe and secure, patients can feel more comfortable and reassured whilst under our care.

Feedback from patients, relatives and staff has been overwhelmingly positive, with staff highlighting the health and functional impacts that can happen when such items go missing. Now branded with the MY Hospitals Charity logo and a QR code for donations, the boxes also raise awareness of the charity’s support on wards across the Trust.

Winter Warm Packs

This winter, MY Hospitals Charity once again funded Winter Warm Discharge Packs to support vulnerable patients leaving hospital. Aimed at those needed a little extra support, the packs include warm clothing, blankets, and food to ease the transition from hospital to home during colder months.

Distributed across Pinderfields, Pontefract, and Dewsbury Hospitals, the packs have made a meaningful difference for patients at risk of cold related health issues or social isolation. The initiative, also supported by donations from West Yorkshire Integrated Care Board, reflects the Charity and Trust’s commitment to continuing care beyond discharge.

2024-2025

Annual Report

Looking Ahead

Your donations are transforming care environments, funding cutting-edge equipment, and supporting both patients and those who care for them. As we look to 2025/26, we will build on this momentum with renewed focus on priority areas including Children’s Services, supporting patients with Dementia, improving our green spaces and supporting Bereavement Services.

20243-2025

Fundraising and Engagement

Annual Report

Fundraising Highlights

This has been the biggest year in the history of MY Hospitals Charity, with more than £1 million raised for the first time.

In total, we raised an incredible £1,110,053, through a combination of fundraising activity, donations, legacies, and grants. This outstanding achievement is a testament to the hard work, passion, and commitment of our Fundraising and Communications Team.

Alongside this, the team also secured non-monetary donations worth £55,623.01, including gifts for patients, books, and toiletries — all of which have made a real difference to the experience of patients and their families across our hospitals.

We’re proud to share some of the highlights from what has been a truly record-breaking and remarkable year for the charity. A heartfelt thank you to everyone who took part, donated, and supported our work — we couldn’t have done it without you.

Christmas was an incredibly busy and successful period for the charity team, with a wide range of festive fundraising activities taking place. Highlights included our Festive Fayre , where stallholders were invited into all three hospitals to help create a cheerful atmosphere for patients and staff, alongside wonderful performances from

local choirs and bands .

We were also delighted to welcome Santa and his team of elves — including the fantastic Chris Kamara — who brought smiles, joy, and festive magic to patients, visitors, and staff across our hospitals.

2024-2025

Annual Report

Fundraising Highlights

We ran a Letters from Santa initiative, a popular Christmas Jumper Day , and received overwhelming support from local businesses and families, who generously donated gifts and other items to our hospital wards and community teams throughout the festive season.

This year the charity held two successful Quiz Nights , which have become a regular feature in the charity calendar and one we look forward to. They brought together teams from Mid Yorkshire Teaching NHS Trust, and local organisations, and were lots of fun, as well as raising £2,397.67 for MY Hospitals Charity.

The MY Charity Choir has been spreading joy and raising vital funds throughout the year, lifting the spirits of patients, staff, and visitors alike across our

three hospital sites and out in the community. With their uplifting performances and infectious enthusiasm, the choir has brought moments of warmth, connection, and celebration to hospital corridors, community events, and special occasions. Along the way, they’ve also raised a fantastic £1,487.34 to support MY Hospitals Charity. A huge thank you to every member of the choir for sharing their time, voices, and positivity - your efforts continue to make a real difference.

2024-2025

Annual Report

Fundraising Highlights

Over the past 12 months, MY Hospitals Charity has successfully taken over the management and booking process for the Atrium spaces across all hospital sites. This has created a brilliant opportunity for us to invite local businesses, charities, and community organisations into our hospitals, as well as providing a platform to showcase our fantastic Mid Yorkshire Trust teams on national and international

health awareness days. As well as bringing colour, conversation,

and community engagement into our hospitals, the Atrium programme has also generated a valuable additional income stream for the charity - raising £21,105.01 over the year to help support services, projects, and patient care across Mid Yorkshire. We’re proud of how this initiative has grown and look forward to welcoming even more organisations and activities into our hospital atriums in the year ahead.

In 2024, MY Hospitals Charity once again took part in the iconic Great North Run — and it turned out to be our biggest and most successful year yet!

A fantastic team of runners took on the world’s largest half marathon to raise funds for our hospitals, collectively raising an incredible £11,083 to help make a difference for patients, families, and staff across Mid Yorkshire.

A special thank you goes to Richard Kendall Estate Agents ,

who took on the challenge with enthusiasm and determination, raising a remarkable £7,010 of the total. Their generosity and community spirit made a huge contribution to this record-breaking year for our Great North Run team.

Thank you to every runner, supporter, and donor who made this year’s event such a success - we can’t wait to do it all again in 2025!

2024-2025

Annual Report

Fundraising Highlights

MY Hospitals Charity was proud to cheer on our four incredible teams at this year’s Dragon Boat Festival , where a brilliant day of racing, teamwork, and community spirit raised a fantastic £4,857 for our MY MRI Appeal. It was a day filled with excitement, friendly competition, and plenty of cheer as our teams took to the water in support of this important cause. A special congratulations goes to the Division of Medicine , who paddled their way to a well-deserved 2nd place in the women’s division — an outstanding achievement! We’re so grateful to everyone who took part, supported, and donated — your amazing efforts help bring us closer to funding new MRI technology for our patients. We can’t wait to see you back on the water next year!

Mathew Nutter’s family and friends continue to be incredible supporters of MY Hospitals Charity, honouring his memory through a series of fantastic fundraising events throughout the year.

In the past 12 months, they’ve taken on an impressive list of challenges and activities, including the London Marathon, a charity golf day, a football tournament, and participation in both the Great North Run and Great Manchester

Run. They even tackled the unique and demanding National Coal

Carrying Championships — all in support of the charity that meant so much to them and Mathew.

Together, these remarkable efforts have raised an outstanding £16,817.72 this year alone, adding to the incredible total they have contributed in previous years.

We are truly grateful for their ongoing commitment, energy, and generosity, and proud to be part of keeping Mathew’s legacy alive through the difference their fundraising continues to make. thanks to their tireless fundraising, we hope to open a patient

Recovery Room in the Clinical Resarch and Innovation Building in Mathews memory in October 2025.

2024-2025

Annual Report

Working with companies

It’s been a fantastic year for corporate support at MY Hospitals Charity, as we’ve worked hard to build stronger connections with our local business community and welcome even more organisations into our charity family.

Our ever-popular Corporate Baubles Campaign returned for Christmas and was bigger than ever, with 57 baubles proudly displayed on our hospital tree, recognising the amazing businesses that got behind us. This campaign alone raised an impressive £2,850, helping to fund patient care, staff wellbeing initiatives, and specialist projects during the festive season and beyond.

Throughout the year, we were thrilled by the number of businesses who rallied behind our MY MRI Appeal, with many choosing to sponsor events, host their own fundraisers, or make direct donations towards our target to bring vital new MRI technology to Mid Yorkshire.

A major highlight was our Hands Across Wakefield event, where 15 generous businesses came on board as sponsors, collectively raising an outstanding £8,900 to support both the event and wider charity services. Their involvement not only helped to fund the event but also sent a powerful message about community spirit and partnership.

Behind the scenes, our fundraising team has been busy strengthening relationships across the region, meeting ‘ with and engaging over 50 businesses this year alone to explore partnerships, fundraising opportunities, and event sponsorships. These conversations have led to exciting new collaborations, fresh ideas, and valuable connections that we’re incredibly proud to be developing.

As we move into 2025/26, we’re excited about what’s ahead. We have a growing list of corporate partners ready to support upcoming campaigns and events, and we look forward to welcoming even more businesses into our charity network.

2024-2025

Annual Report

A heartfelt thank you to every business that has supported us this year - through sponsorships, donations, fundraising, or simply giving their time to hear about the work we do. Your generosity and commitment are helping to make a lasting difference for patients, families, and NHS staff across The Mid Yorkshire Teaching NHS Trust.

2024-2025

Annual Report

Schools

This year, MY Hospitals Charity has loved building stronger links with local schools, delivering engaging workshops and assemblies that help young people learn about the vital work we do and how they can get involved.

The Charity has conducted a series of school workshops, which will continue throughout the rest of the year. Hands Across Wakefield (HAW) has been a key part of this schools programme — you can read more about that in our HAW section.

We’re also delighted that Larks Hill and Halfpenny Lane primary schools have pledged to fundraise for the charity throughout 2025, showing incredible community spirit and support.

At Christmas, we welcomed choirs from Pinders Primary and Halfpenny Lane into our hospitals, filling our sites with festive music and joy. Alongside this, we launched a School Badge Competition linked to HAW, giving children the chance to get creative and design a keepsake for this special event.

Throughout the year, we’ve also delivered charity assemblies in seven local schools, sharing stories about how MY Hospitals Charity makes a difference and inspiring young people to get involved in their own way.

Thanks to these wonderful partnerships and activities, schools have collectively raised an impressive £3,387.44 for the charity this year.

A huge thank you to every school, pupil, and teacher who has supported us this year — your enthusiasm and kindness have made a real impact.

2024-2025

Annual Report

Community Engagement

Over the past year, MY Hospitals Charity has made it a priority to be visible, active, and present - not just within our hospitals but out in the heart of our local communities. From staff events to city-wide celebrations, our team has been out and about, flying the flag for the charity and raising vital awareness of the work we do to support Mid Yorkshire’s NHS services.

The charity team set up stands alongside the Project Wingman bus at hospital sites, providing information, fundraising opportunities, and a friendly face during what was still a challenging time for many NHS colleagues.

We proudly took part in a variety of community events and festivals, including:

• D-Day anniversary commemorations, marking a moment of national remembrance with our local community at Junction 32 Outlet

• ‘Function at the Junction’ at Junction 32 Outlet - connecting with families, shoppers, and businesses alike

• Wakefield’s famous Rhubarb Festival, where we spoke to hundreds of residents about our charity and the ways people can get involved

We also had a presence at Trinity Walk Wakefield and other public spaces, using these opportunities to raise funds, share stories from within our hospitals, and gather valuable feedback about people’s experiences of local healthcare services.

Being out in the community isn’t just about raising money - it’s about raising awareness, building relationships, and listening. These events gave us the chance to talk to people directly about what matters to them, hear their experiences, and share how MY Hospitals Charity is making a difference to staff, patients, and families every single day.

Thank you to every person who stopped by, made a donation, shared a story, or signed up to support us - your kindness keeps us moving forward.

2024-2025

In 2021, MY Hospitals Charity launched one of the most ambitious and transformative fundraising campaigns in its history - the MY MRI Appeal. This bold initiative set out with a clear and vital objective: to raise the essential funds needed to build a brand-new, state-of-the-art MRI Suite at Pinderfields Hospital, helping to meet the growing demand for imaging services across our region and improving the quality of care for patients when they need it most.

We are immensely proud to share that, thanks to the overwhelming kindness, commitment, and generosity of our supporters, over £800,000 was raised - making this the largest campaigns ever delivered by the charity. Today, the new MRI Suite is complete, fully operational, and already transforming care for patients every day - from young children and cancer patients to those requiring urgent, life-saving scans in emergency situations.

To mark this incredible milestone, a special official opening event was held, hosted by none other than Wakefield-born singer, entertainer, and television presenter Jane McDonald. Jane cut the ceremonial ribbon and joined NHS staff, charity supporters, and members of the local community to celebrate the completion of this vital project, which will benefit Mid Yorkshire patients for generations to come.

While the charity initially hoped that much of the appeal’s funding would be secured through charitable trusts and foundations, it was the remarkable, united response from our local community that truly brought this vision to life. Their passion, generosity, and determination to make a difference became the beating heart of this campaign.

2024-2025

A heartfelt thank you must go to Sovereign Healthcare, whose extraordinary early donation of £250,000 provided a significant boost to the appeal and demonstrated an outstanding commitment to enhancing healthcare services for people living across Mid Yorkshire.

Another deeply moving and exceptional contribution came from the ‘Muslims for MRI’ initiative - a grassroots movement driven by local faith leaders, our hospital chaplains, mosques, and community groups. Through tireless fundraising efforts, community events, and widespread generosity, they raised an incredible £170,000, standing as a powerful testament to the strength, unity, and compassion of our diverse local communities when it matters most.

Further vital funds were raised through a wide range of community activities, including public donations, local fundraising events, and generous contributions from schools, collectively raising £111,478.47. We were also delighted to receive a significant grant of £100,000 from the prestigious Garfield Weston Foundation, whose support was instrumental in helping us reach our target.

2023-2024

But this appeal was always about more than funding new medical equipment. It was about bringing people together, uniting communities, and creating a meaningful, lasting difference for the future of local healthcare. Thanks to this incredible collective effort, the new 3.0 Tesla MRI scanner is already transforming patient experiences. It offers faster, more detailed and accurate diagnostic imaging, reduces waiting times, improves image quality, and provides a safer, calmer environment for patients of all ages and clinical needs.

On behalf of MY Hospitals Charity, The Mid Yorkshire Hospitals NHS Trust, and the thousands of patients this new facility will serve every year, we extend our deepest thanks to every business, community group, individual, and partner who played a part in making this appeal a reality. Your generosity, passion, and commitment have created a lasting legacy that will save and change lives, right here in Mid Yorkshire, for years to come.

2024-2025

Annual Report

Hands Across Wakefield – A Historic Celebration of Community, Care, and Charity

In March 2025, MY Hospitals Charity proudly launched one of its most ambitious and heartfelt projects to date – Hands Across Wakefield. This unique event was created to commemorate an extraordinary milestone: 125 years since a patient was first treated on the Pinderfields Hospital site. To mark the occasion, we set out to do something never before attempted in the UK - to unite thousands of people in a 2.3-mile human chain stretching across Wakefield, connecting the hospital to the Cathedral and beyond.

At the heart of the initiative was a powerful message: celebrating our shared healthcare heritage and showcasing the vital role MY Hospitals Charity plays in supporting Mid Yorkshire’s NHS staff, patients, and services.

2024-2025

Annual Report

What followed was nothing short of inspirational:

• 2,950 people took part, including NHS staff, schoolchildren, patients, community groups, faith leaders, and local residents

• 5800 hands linked together across the city in an incredible show of solidarity

• Over £13,000 was raised, including £8,900 from 15 amazing corporate sponsors

• 2,250 children from local schools participated and fundraised

• 34 weeks of planning, with the support of 33 incredible volunteers

• One special appearance from Hari the Hippo, our beloved mascot

• ITV Calendar and BBC Look North coverage, plus extensive features in local newspapers and social media platforms, resulting in a social reach of over 240,000 people

This event was not only a celebration of 125 years of healthcare but also an incredible awareness moment for MY Hospitals Charity. Before the event, 88.2% of participants were aware that the Trust had a dedicated NHS charity - afterwards, that rose to 100% of those surveyed.

The day was filled with emotion, laughter, pride, and community spirit. We heard from countless participants:

• “I felt like a proud Pinders nurse.”

• “It was great to have the opportunity to be a part of such a novel event in Wakefield.”

• “We were thrilled to support it on every level.”

• “It was such a wonderful thing to bring the community together. That’s what it’s all about

• spreading kindness together.”

We’re incredibly grateful to every person who took part, every volunteer who gave their time, every business that partnered with us, and every child who held a hand and sang a song. Hands Across Wakefield was more than an event – it was a symbol of who we are and what we can achieve together.

Thank you, Wakefield. You made history with us.

2024-2025

Financial Detail

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 - £1,103,014 Money spent - £1,296,534

The net assets of the Charity as at 31 March 2025 were £1,950,000 (2023/24: £2,204,000). This year we spent £254,000 more than we received in income. Due to market conditions, we lost £60,000 in the value of our investments (however £82,000 was generated as income on Investments by way of Interest and Dividends recieved).

2024-2025

Annual Report

Money Received: Sources of Funds

The chart below shows our main sources of income in 2024 - 25.

----- Start of picture text -----
Investment Income
£82,000
Trading Activities (Fundraising)
£229,000
----- End of picture text -----

Donations and Legacies £792,000

Total incoming resources were £1,103,000 (2023 - 24: £654,000).

2024-2025

Annual Report

Money Received: Sources of Funds

Donations and legacies £792,000 (2023/24: £461,000)

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 £59,000 (2023/24: £62,000). The Charity is very lucky to have been supported by members of the public, patients, visitors and Trust staff members.

• Donations from other charities £148,000 (2023/24: £212,000). The Charity has received increased donations from other charities to fund purchases this year.

• Corporate donations £286,000 (2023/24: £103,000). 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 £299,000 (2023/24: £84,000). 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.

• Grants £0 (2023/24: £0).

2024-2025

Annual Report

A ctivities for Generating Funds £229,000 (2023/24: £110,000). Activities for

generating funds 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 £89,000 (2023/24: £85,000). Funds not immediately required for use in the hospital are invested to earn interest and dividends. Careful investment resulted in dividends totalling £89,000 from investments held in Charities Official Investment Fund (COIF) Charities Ethical Funds and Charities Property Funds as well as a high interest bearing bank account.

Fundraising performance

During the year total donations, legacies and income from fundraising (shown as other trading income in the Statement of Financial Activities) came to £1,021,000 compared to £571,000 in 2023/24

2024-2025

Annual Report

Money spent: How we spent the money

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

Supporting Costs £96,000

Raising Funds £274,000

Charitable Activities £927,000

Total expenditure in year was £1,297,000 compared to £785,000 in 2023 - 24.

2024-2025

Annual Report

• Enhancing environments £751,000 (2023/24: £60,000) grants are used to enhance the Trust facilities and thereby improve the patient experience.

• Purchase of medical equipment £53,000 (2023/24: £241,000) which aims to improve the care that nursing staff can provide through new technologies and additional equipment.

• Staff training and wellbeing £15,000 (2023/24: £105,000) which facilitates patients to receive the best possible care.

• Patient experience £108,000 (2023/24: £133,000) 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 and improving patient experience.

2024-2025

Annual Report

Our Financial Health

The balance sheet as at 31 March 2025 is as below:

	31st March	31st March
	2025	2024
	£’000	£’000
Fixed Asset Investments	1,870	2,301
Net Current Assets	337	219
Provisions for Liabilities	(257)	(316)
Total Net Assets	1,950	2,204
Restricted Funds	736	1,198
Unrestricted Funds	1,214	1,006
Total Funds	1,950	2,204

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 which respect the requests of the donor.

2024-2025

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.

THE MID YORKSHIRE HOSPITALS NHS TRUST CHARITABLE FUND

TRUSTEE ANNUAL REPORT & FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

CHARITY NUMBER: 1067163

The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

Foreword

Welcome to our annual report for 2024/25. The Corporate Trustee, Mid Yorkshire Teaching NHS Trust (the Trust), presents The Mid Yorkshire Hospitals NHS Trust Charitable Fund’s (the Charity’s) annual report together with the audited financial statements for the year ended 31 March 2025.

The Charity’s 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 exists to receive donations and raise funds to provide resources and amenities to NHS patients and their families, enhancing their hospital experience.

Key highlights of the year:

• £761,000 spent on buildings and refurbishment to enhance the Trust facilities and improve the patient experience including the new MRI scanner as a result of the MRI Appeal.

• £61,000 spent on the purchase of medical equipment, providing new technology and additional equipment.

• £68,000 spent on staff education and resources to increase knowledge, to provide easy access to refreshments and to give thanks to the staff who have worked tirelessly to give the best possible patient care.

• £133,000 spent on patient welfare and amenities which includes items to improve the clinical environment, to make a patient’s visit more pleasant and to fund additional or alternative items of equipment.

The Charity relies on the support of the public and is ever grateful to those who have donated, provided legacies and fundraised on its behalf. The Trustee would like to thank those patients, staff, volunteers and the public for their generous donations and efforts to raise funds, your donations make our work possible, and your future donations are the key to our continued success. Details of how to donate are included at the end of this report should you wish to make a difference to this very worthy cause.

On behalf of the Corporate Trustee

Keith Ramsay Chairman

23 September 2025

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

Who we are

The Mid Yorkshire Hospitals NHS Trust Charitable Fund (the Charity) is an independent registered charity (registered number 1067163), its working name is MY Hospitals Charity. The Charity exists to receive donations and raise funds to enhance the services provided by the Mid Yorkshire Teaching NHS Trust (the Trust) and fund additional items of expenditure, which would not otherwise be funded by the NHS.

What we aim to do: our objectives and activities

Our mission

Our mission is to raise income and manage funds for:

The benefit of patients or towards the benefit of staff, which will result in improved patient care relating to The Mid Yorkshire Hospitals NHS Trust or to purposes relating to the health service. It seeks to enhance the services provided by the Trust and fund additional items of expenditure, which would not otherwise be funded by the NHS.

The Charity makes grants in accordance with charity law, our constitution, the wishes and directions of donors, and to meet with the public benefit criteria. During the year 2024/25, income totalling £1,103,014 was received to enhance the services provided by the Trust and fund additional items of expenditure, which would not otherwise be funded by the NHS.

The Charity has continued to fund items that will improve patients’ clinical care and wellbeing through education, introduction of new technologies, advances in diagnosis, new equipment and furnishings.

The Corporate Trustee confirms that they have referred to the Charity Commission’s guidance on public benefit when reviewing the Charity’s aims and objectives, in planning future activities and setting the grant making policy for the year.

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

The Charity aims to raise income and manage funds to improve patient care either directly with patients or indirectly via staff. The Trust mainly provides healthcare for NHS patients. The Trust has diversity and equality policies in place and patients have equal access which is free of charge. The number of private patients and income received from them is very small and any indirect benefit to these patients is incidental. All expenditure requests are reviewed to make sure they meet the requirements set out in the policies and procedures and to assure that items of expenditure benefit the general public served by the Trust.

Many donations are specifically given to thank staff for their care and assistance during attendance at hospital. Accordingly the Charity also funds items to benefit staff and has

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

supported education and training costs above and beyond role requirements to increase knowledge and experience, leading to improved patient care.

The Charity continues to work towards its strategic goals and ambitions to enhance patient care and experience with the provision of additions above and beyond the NHS funding remit. The relationship between departments and the Charity continues to thrive, highlighted in the years activities.

Key items include:

• £650,000 Contribution to the new MRI suite, which has allowed the purchase of a new 3.1T Tesla MRI scanner and development of a designated recovery area which has enabled children to have an MRI without travelling out of area .

• Contribution to the Clinical Research and Innovation Building Design and provision of furnishings to the CRIB recovery room

• The purchase of 3 ME1 Essential Incubator Systems, which are less bulky than our standard incubators allowing new mothers to be closer to their babies particularly after caesarean section deliveries where mobility is limited.

• Purchase of Ultrasound machine for use in the Rheumatology service, to enable better patient experience and diagnostic service within first appointments, minimizing patients waiting time for treatments.

How we funded our work, our achievements and performance

The following figures are taken from the full accounts approved on 16 September 2025, if more details are required please refer to the full accounts. This part of the Trustee’s annual report comments on key features of those accounts.

Money received - £1,103,014 Money spent - £1,296,534

The net assets of the Charity as at 31 March 2025 were £1,950,000 (2023/24: £2,204,000). This year we spent £254,000 more than we received in income. Due to market conditions, we lost £60,000 in the value of our investments (however £82,000 was generated as income on Investments by way of interest and dividends recieved).

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

Money received: sources of funds

The chart below shows our main sources of income in 2024/25.

Income 2024/25

----- Start of picture text -----
£82,000
Donations & Legacies
£229,000 Trading Activities (Fundraising)
Investment Income
Grants
----- End of picture text -----

----- Start of picture text -----
£792,000
----- End of picture text -----

Total incoming resources were £1,103,000 (2023/24: £654,000).

Donations and legacies £792,000 (2023/24: £461,000)

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 £59,000 (2023/24: £62,000). The Charity is very lucky to have been supported by members of the public, patients, visitors and Trust staff members.

• Donations from other charities £148,000 (2023/24: £212,000). The Charity has received increased donations from other charities to fund purchases this year.

• Corporate donations £286,000 (2023/24: £103,000). A number of companies have donated to the Charity over the course of the year including cash and noncash donations such as food and toiletries.

• Legacies £299,000 (2023/24: £84,000). 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.

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

Grants £0 (2023/24: £0).

Activities for Generating Funds £229,000 (2023/24: £110,000). Activities for generating funds 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 £82,000 (2023/24: £84,000). Funds not immediately required for use in the hospital are invested to earn interest and dividends. Careful investment resulted in dividends totaling £89,000 from investments held in Charities Official Investment Fund (COIF) Charities Ethical Funds and Charities Property Funds as well as a high interestbearing bank account.

Money spent: what we spent the money on

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

Expenditure 2024/25

----- Start of picture text -----
£96,000
Charitable activities
£274,000
Raising funds
Support costs
£927,000
----- End of picture text -----

Total expenditure in year was £1,297,000 compared to £785,000 in 2023/24. Charitable activities were categorized as follows:

• Buildings and refurbishment £751,000 (2023/24: £59,000) grants are used to enhance the Trust facilities and thereby improve the patient experience.

• Purchase of medical equipment £53,000 (2023/24: £242,000) which aims to improve the care that nursing staff can provide through new technologies and additional equipment.

• Staff education and resources £15,000 (2023/24: £105,000) which facilitates patients to receive the best possible care.

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

• Patient welfare and amenities £108,000 (2023/24: £133,000) 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 and improving patient experience.

Fundraising performance

During the year total donations, legacies and income from fundraising (shown as other trading income in the Statement of Financial Activities) came to £1,021,000 compared to £571,000 in 2023/24

Our financial health

The balance sheet as at 31 March 2025 is included below

Financial Health

Fixed Asset Investments Net Current Assets Provisions for Liabilities Total Net Assets Restricted Funds Unrestricted Funds Total Funds	31 March 2025 £'000 1,870 337 (257) 1,950 736 1,214 1,950	31 March 2024 £'000 2,301 219 (316) 2,204 1,198 1,006 2,204

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 which respect the requests of the donor.

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

Our reserves policy

The Trustee has an established reserves policy, in line with the guidance set out in the Charity Commission booklet, Charities’ Reserves . This policy provides for additional scope and monitoring of significant designated funds. The calculation of reserves that are freely available will exclude designated funds which have been earmarked for specific projects in subsequent years.

In the year ended 31 March 2025 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.

Our reserves

The total funds held by the Charity as at 31 March 2025 were £1,950,000. Of this balance, unrestricted income funds accounted for £1,214,000 (2023/24: £1,006,000). 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.

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

Investment policy

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 Corporate Trustee will not invest in securities of organisations involved in activities that are inconsistent with NHS objectives and ethos.

Our investments

The Charity holds fixed asset investments of £1,870,000 in COIF Charities Ethical and Property Funds. In year, there has been an unrealised loss of £68,000, comprised of a loss of £71,000 on the ethical investment and a gain of £3,000 on the property investment. Dividends received in respect of these investments have remained consistently good with £70,000 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

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

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.

Our structure, governance and management

Corporate Trustee

The Mid Yorkshire Teaching 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 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 L Richards – Chief Executive Mr C Evans – Deputy Chief Executive / Chief Operating Officer Mr P Marshall – Director of Workforce and Organisational Development Mr M Braden – Chief Infrastructure Officer Mrs E Hall – Chief of Planning, Partnerships and Strategy Mr R Birkett – Chief Digital Information Officer Mrs A Whitaker – Chief Finance Officer Mr T Yaseen – Chief Nursing Officer Mr R Robinson – Chief Medical Officer Dr D Throssell – Senior Independent Director Dr A Mighell – Non-Executive Director Mr R Parry - Non-Executive Director Ms D French - Non-Executive Director Ms L Devenny - Non-Executive Director

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

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

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

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

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 selfassessment 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.

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 Chief Finance Officer is responsible for the day-to-day management and control of the administration of the Charity and reports to the Charitable Funds Committee. The Chief Finance Officer 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 financial 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 team are based at the Charity Hub in Pindefields Hospital where administration and a base for fundraising activities are undertaken by the charity. The Charity team also maintain a donor database.

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

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

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.

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; Staff Benefit; Covid-19 (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;

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

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.

Risk Management

All risks are logged on DATIX and 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. Followig the closure of the Dr Jackson charity in 2024, a final singifcant donation was received in year, demonstrating the close links we have maintained over many years. 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 Hospitals 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.

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

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 Hospitals NHS Trust or to purposes relating to the health service”.

The Charity is constituted of 18 restricted (2023/24: 17) and one unrestricted fund. There are 53 (2023/24: 59) designated funds within the unrestricted fund as at 31 March 2025 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

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

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

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

National Westminster Bank PLC 250 Bishopgate London EC2M 4AA

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.

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

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.

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 21-40 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 Kr bes Keith Ramsay Chairman

23 September 2025

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

Independent Auditor’s Report to the Members of The 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 2025 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 2025, and of its incoming resources and application of resources, including its income and expenditure, for the year then ended;

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

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

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.

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

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 trustees' annual report[2] , other than the financial statements and our auditor’s report thereon. The trustees are responsible for the other information. Our opinion on the financial statements does not cover the other information and 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.

Matters on which we are required to report by exception

We have nothing to report in respect of the following matters in relation to which the Charities (Accounts and Reports) Regulations 2008 require us to report to you if, in our opinion:

• the information given in the trustees' report is inconsistent in any material respect with the financial statements; or

• sufficient accounting records have not been kept; or

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

• we have not received all the information and explanations we require for our audit.

Responsibilities of trustees

As explained more fully in the trustees’ responsibilities statement set out on page 15-16, 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.

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

Auditor responsibilities for the audit of the financial statements

We have been appointed as auditor under section 144[3 ] of the Charities Act 2011 and report in accordance with the Act and relevant regulations made or having effect thereunder.

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

Irregularities, including fraud, are instances of 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 (Accounts and Reports) Regulations 2008.

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

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.

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

• 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 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 charity’s trustees, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. Our audit work has been undertaken so that we might state to the charity’s trustees 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 trustees as a body, for our audit work, for this report, or for the opinions we have formed.

Sherad Dewedi Chartered Accountants and Statutory Auditors Shenward LLP Summit House, Woodland Park, Bradford Rd, Cleckheaton BD19 6BW

Date:

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

The Mid Yorkshire Hospitals NHS Trust Charitable Fund Statement of Financial Activities For the year ended 31 March 2025

The accompanying notes form part of these financial statements.

The Mid Yorkshire Hospitals NHS Trust Charitable Fund Statement of Financial Activities

For the year ended 31 March 2025

Income and endowments from Note Donations and legacies 4 Charitable Activities 5 Other trading activities 6 Investment income 8 Total incoming resources Expenditure on Raising funds 9 Charitable activities 10 - Buildings and refurbishment - Purchase of medical equipment - Staff education and resources - Patient welfare and amenities Total expenditure Transfers between funds 21 Net gains/(losses) on investments 16 Net movement in funds Reconciliation of funds Total funds brought forward 22 Total funds carried forward

Unrestricted funds £'000 Restricted funds £'000 Total funds 2024/25 £'000 Total funds 2023/24 £'000 519 273 792 461 0 0 0 0 40 189 229 110 43 39 82 83 602 501 1,103 654 (263) (11) (274) (246) (55) (706) (761) (59) (58) (3) (61) (242) (36) (32) (68) (105) (59) (74) (133) (133) (208) (815) (1,023) (539) (471) (826) (1,297) (785) 0 0 0 0 (33) (27) (60) 169 98 (352) (254) 38 1,006 1,198 2,204 2,166 1,104 846 1,950 2,204

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

The Mid Yorkshire Hospitals NHS Trust Charitable Fund Balance Sheet As at 31 March 2025

		Unrestricted	Restricted	Total funds	Total funds
		funds	funds	2024/25	2023/24
	Note	£'000	£'000	£'000	£'000
Fixed assets
Investments	16	1,000	870	1,870	2,302
Total fixed assets		1,000	870	1,870	2,302
Current assets
Debtors	17	261	10	271	24
Cash and cash equivalents	18	317	(69)	248	350
Total current assets		578	(59)	519	374
Liabilities
Creditors falling due within one year	19	(180)	(2)	(182)	(155)
Net current assets/(liabilities)		398	(61)	337	219
Provisions for liabilities	12, 19	(189)	(69)	(257)	(316)
Total net assets		1,210	740	1,950	2,205
The funds of the charity
Restricted income funds	22	0	736	736	1,198
Unrestricted income funds	22	1,214	0	1,214	1,006
Total charity funds		1,214	736	1,950	2,204

The accompanying notes form part of these financial statements.

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

23 September 2025

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

The Mid Yorkshire Hospitals NHS Trust Charitable Fund Cash Flow Statement for the year ended 31 March 2025

Cash flows from operating activities: Note Net cash provided by (used in) operating activities 20 Cash flows from investing activities: Dividends, interest and rents from investments 8 Proceeds from sale of investments Net cash provided by (used in) investing activities Change in cash and cash equivalents in the reporting period Cash and cash equivalents at the beginning of the reporting period 18 Cash and cash equivalents at the end of the reporting period 18		Total funds Total funds 2024/25 2023/24 (555) (209) 82 83 371 0
		453 83
		(102) (126) 350 476
		248 350

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

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 Teaching 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).

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 Charitable Fund’s restricted funds tend to result from legacies.

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

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.

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, and

• 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.

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

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.

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.

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

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. The charity utilises a high interest-bearing bank account to optimise returns on operational cash balances. Other cash equivalents include short-term investments held in deposit funds. The charity has previously maintained a balance in the COIF Charities Deposit Fund, which, although held with a longer-term view, is highly liquid and can be accessed readily, and is therefore classified as a cash equivalent. The COIF invests in interest-bearing deposits and pays a variable rate of interest based on the underlying returns, with interest accrued as it falls due.

During the financial year 2024/2025, the high interest-bearing bank account was favoured over the COIF Charities Deposit Fund, as it offered a more favourable return since its opening. The charity continues to monitor interest rates and market conditions periodically to ensure it achieves the best possible return on its cash holdings in line with its investment and liquidity needs.

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 arket 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.

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

Statement of Financial Activities for the year ended 31 March 2024

Income and endowments from Donations and legacies Charitable Activities Other trading activities Investment income Total incoming resources Expenditure on Raising funds Charitable activities - Buildings and refurbishment - Purchase of medical equipment - Staff education and resources - Patient welfare and amenities Total expenditure Transfers between funds Net gains/(losses) on investments Net movement in funds Reconciliation of funds Total funds brought forward Total funds carried forward

Unrestricted Restricted Total funds funds £'000 funds £'000 2023/24 £'000 270 191 461 0 0 0 50 60 110 42 41 83 362 292 654 (104) (142) (246) (59) (1) (60) (176) (65) (241) (65) (40) (105) (122) (11) (133) (422) (117) (539) (526) (259) (785)

0 0 0 86 82 168 (78) 115 37 1,050 1,117 2,167 972 1,232 2,204

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

Balance Sheet as at 31 March 2024

Fixed assets Investments Total fixed assets Current assets Debtors Cash and cash equivalents Total current assets Liabilities Creditors falling due within one year Net current assets/(liabilities) Provisions for liabilities Total net assets The funds of the charity Restricted income funds Unrestricted income funds Total charity funds	Unrestricted funds Restricted funds Total funds 2023/24 £'000 £'000 £'000 1,177 1,124 2,301 1,177 1,124 2,301 13 11 24 184 166 350 197 177 374 (153) (2) (155) 44 175 219 (215) (101) (316) 1,006 1,198 2,204
	0 1,198 1,198 1,006 0 1,006 1,006 1,198 2,204

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.

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

The Trust provides administration, clerical and financial services to the Charity, by agreement with the Corporate Trustee. These costs of £88k (2023/24: £85k) in support of the Charity's grant making activities are included within support costs. Included in expenditure on raising funds is £274k (2023/24: £246k) 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.

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

4 Analysis of donations and legacies

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

5 Analysis of income from Charitable Activities

There was no income from Charitable Activities for the year 2024/25 or prior year 2023/2024.

6 Analysis of income from other activities

Fundraising income Total income from other activities	Unrestricted funds Restricted funds Total 2024/25 Total 2023/24 £'000 £'000 £'000 £'000 40 189 229 110
	40 189 229 110

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

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responsibility.

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

• 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.

8 Investment income

Fixed asset investments Charities Ethical Investment Funds Charities Property Fund Cash equivalents Common Deposit Fund Bank Interest Total investment income	Unrestricted Restricted Total Total funds funds 2024/25 2023/24 £'000 £'000 £'000 £'000 28 25 53 57 7 7 14 14 2 1 3 12 6 6 12 1 43 39 82 84

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

Fundraising costs Total expenditure on raising funds	Unrestricted funds Restricted funds Total 2024/25 Total 2023/24 £'000 £'000 £'000 £'000 263 11 274 246
	263 11 274 246

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

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 the Mid Yorkshire Teaching NHS Trust in support of a range of charitable activities to benefit NHS patients and their families.

Buildings and refurbishment Purchase of medical equipment Staffing education and resources Patient welfare and amenities Total	Grant funded Support costs Total Total activity Note 12 2024/25 2023/24 £'000 £'000 £'000 £'000 751 11 762 59 53 7 60 242 15 52 67 105 108 26 134 133
	927 96 1023 539

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 the 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.

12 Provisions for liabilities

Opening balance at 1 April (see note 19) Arising during the year Utilised during the year Released during the year Closing balance at 31 March (see note 19)	Total Total 2024/25 2023/24 £'000 £'000 316 405 1,125 491 (1,035) (514) (150) (66) 256 316

Current liabilities are amounts owed for support costs and to reimburse for grants which are paid retrospectively. Provisions for liabilities represent constructive obligations and

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

include grants which are committed to, where the amounts and/or timing of payments are not yet known.

13 Allocation of support costs and overheads

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
	Note	activities	2024/25	2023/24
		£'000	£'000	£'000
External audit	15	3	3	6
Administration services		18	18	18
Governance		21	21	24
Administration services		75	75	71
Total	10	96	96	95
Restricted funds		45	45	47
Unrestricted funds		50	50	48
		95	95	**95 **

The bases of allocation used are as follows:

Basis	Description
Expenditure	Proportion bytotal expenditureper 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 particularactivity.

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.

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

15 Auditor’s remuneration

The auditor’s remuneration of £3,000 (2023/24: £3,240) relates solely to the audit with no other additional work undertaken in either year.

16 Fixed asset investments

Market value brought forward Add net gain/(loss) on revaluation Proceeds on sale of shares Add net gain/(loss) on sale of shares Market value as at 31st March	2024/25 2023/24 £'000 £'000 2,302 2,133 (68) 169 (371) 0 7 0 1,870 2,302	2024/25 2023/24 £'000 £'000 2,302 2,133 (68) 169 (371) 0 7 0 1,870 2,302
		2,302

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.

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

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

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

2024/25	202
£

Accrued income Prepayments Tota

18 Analysis of cash and cash equivalents

	2024/25	2023/2024
	£'000	£'000
Cash at bank	248	250
COIF Charities Deposit Fund	0	100
Total cash and cash equivalents	248	350

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

Creditors falling due within one year Accruals for grants owed to NHS bodies Other accruals Provisions for liabilities Accruals for grants owed to NHS bodies Total liabilities	2024/25 £'000 178 3 181 256	2023/24 £'000 151 3
		154 316
	437	470

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.

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

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

21 Transfers between funds

There have been no transfers between restricted and unrestricted funds in 2024/25.

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

22 Analysis of charitable funds

Analysis of fund movements for the year ended 31 March 2025

a) Restricted funds Arthur Armitage Staff Benefit COVID-19 (General Purpose) Pinderfields Hospital Chest Unit Services Pinderfields Burns Research Coronary Care Cancer Services Urology Colorectal and Cancer Services MRI Appeal Fund ICU Rheumatology & Physio Equipment DDH PGI (Restricted) Oncology/Haematology NRC/Stroke Unit Neurological Fund Pinderfields Burns Centre Diabetes Centre PGH Restricted funds total b) Unrestricted and material designated funds Other designated funds Unrestricted funds total Total	Balance at 1st April 2024 Income Expenditure Gains and losses Transfers Balance at 31st March 2025 86 8 (8) (2) 0 84 27 7 5 (1) 0 38 13 0 0 0 0 13 54 8 (8) (2) 0 52 37 5 (5) (1) 0 36 20 2 (2) 0 0 20 137 18 (26) (4) 0 125 23 3 (3) (1) 0 22 3 1 0 0 0 4 190 489 (667) (1) 0 11 39 5 (5) (1) 0 38 101 19 (84) (4) 0 32 31 12 (9) (2) 0 32 9 0 0 0 0 9 23 3 (3) (1) 0 22 241 14 (83) (7) 0 165 42 6 (7) (1) 0 40 122 22 (31) (5) 0 108
	1,198 622 (936) (33) 0 851
	1,006 481 (360) (27) 0 1,101
	1,006 481 (360) (27) 0 1,101
	2,204 1,103 (1,296) (60) 0 1,952

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

Analysis of fund movements for the year ended 31 March 2024

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

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 pandemicforthe specific use ofbenefitting Staff.
Covid-19 (General Purpose)	A restricted fund consisting of donations and fundraising during the Covid-19 pandemicforthe specific use ofbenefittingPatients
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 bepublished.

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

Name of fund	Description, nature and purposes of the fund
Coronary Care and Cancer Services	A restricted legacy for the services stated.
Cancer Services	A restricted legacyfor the services stated.
Urology	A restricted legacy for the service stated.
Colorectal and Cancer Services	A restricted legacy for the services stated.
Diabetes centre PGH	A restricted legacyfor the services stated.
Intensive Care Unit	A restricted legacyfor the Intensive Care unit at Pinderfields Hospital.
PGI (Restricted)	A restricted legacy for the specific use of patient care and equipment provisionatPontefractHospital.
MRI Appeal Fund	A restricted legacy for the services stated.
Oncology/Haematology	A restricted legacyfor the OncologyDayUnit.
NRC/Stroke Unit	A restricted legacyfor the Neuro Rehabilitation Centre/Stroke Unit.
Neurological Fund	A restricted legacy for the ongoing treatment and care of neurological disorders.
Pinderfields Burns Centre	A restricted legacyfor 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 Hospitals NHS Trust for which donors have indicated their non- bindingwishes when makingtheir donations.

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 2024/25, £248k (2023/24: £84k) 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.

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The Mid Yorkshire Hospitals NHS Trust Charitable Fund Trustee Annual Report & Financial Statements for the year ended 31 March 2025

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/midyorkshospital

Donation details 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:

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Independent Auditor’s Report to the Members of The 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 2025 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 2025, and of its incoming resources and application of resources, including its income and expenditure, for the year then ended;

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

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

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 trustees' annual report[2] , other than the financial statements and our auditor’s report thereon. The trustees are responsible for the other information. Our opinion on the financial statements does not cover the other information and 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.

Matters on which we are required to report by exception

We have nothing to report in respect of the following matters in relation to which the Charities (Accounts and Reports) Regulations 2008 require us to report to you if, in our opinion:

• the information given in the trustees' report is inconsistent in any material respect with the financial statements; or

• sufficient accounting records have not been kept; or

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

• we have not received all the information and explanations we require for our audit.

Responsibilities of trustees

As explained more fully in the trustees’ responsibilities statement, 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

We have been appointed as auditor under section 144[3] of the Charities Act 2011 and report in accordance with the Act and relevant regulations made or having effect thereunder.

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

Irregularities, including fraud, are instances of 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 (Accounts and Reports) Regulations 2008.

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

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.

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• 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 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 charity’s trustees, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. Our audit work has been undertaken so that we might state to the charity’s trustees 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 trustees as a body, for our audit work, for this report, or for the opinions we have formed.

Sherad Dewedi

Chartered Accountants and Statutory Auditors

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

Charities Audit Manual

22/08/2025