Trustees’ Annual Report for the period
From Period start date To Period end date
Charity name:
Charity registration number:
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To help and support patients and staff of the Wigton Hospital and patients receiving hospital services in the community |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Funding purchase of equipment and staff training courses. Equipment bought includes bladder scanners, 3 x EPOC NXS HOSTS, and Moleculight. Purchase of bladder scanners and upgrades to blood gas analyzers were budgeted for last financial year. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | I confirm that the trustees have regard to Charity Commission guidance on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | To buy equipment needed in the physiotherapy department, to buy equipment needed by community nurses in order to help them in their work of caring for and rehabilitating patients and to enable staff to undertake ongoing training. The main focus of work this year has been the purchase of high value equipment planned last year. This, along with drawing on reserves, has now been achieved. These purchases will help in the speedy diagnosis and ongoing care of patients. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The balance in the charity’s account has decreased due to large purchases that were budgeted for last year. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are held to cover ongoing costs and to fund purchases made for the benefit of patients and staff. |
| Amount of reserves held | Para 1.22 | |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
| Additional information (optional) You may choose to include further statements |
Additional information (optional) You may choose to include further statements |
where relevant about: |
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Gifts from patients, legacies, raffle ticket and Christmas card sales, donation from the Co- op Community Fund. |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | New trustees are appointed by existing trustees following guidelines specified in the Constitution |
Additional information (optional) You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Wigton Hospital & Solway Community League of Friends |
|---|---|
| Other name the charity uses | Wigton and Solway Health Service League of Friends |
| Registered charity number | 1194989 |
| Charity’s principal address | Wigton Community Hospital Cross Lane Wigton Cumbria CA7 9DD |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| JudyMiller | Chairperson | |||
| John Mattinson | Treasurer | |||
| Ann Jackson | ||||
| David Ferriby | ||||
| Christina Russell | ||||
| Judith Wood | ||||
| Carole Benson | ||||
| Deirdre Girvan | ||||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of | Name | Address |
|---|---|---|
| adviser |
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) J B Mattinson Full name(s) John Mattinson Position (eg Secretary, Treasurer Chair, etc) Date 22/2/24
WIGfoN AND SOLWAY HEALTH SERVICE LEAGUE OF FRIENDS INCOME & EXPENDrruRE AccOur FOR THE YEAR ENDED 31 MARCH 2023 INCOME: Donations. raffle5 and Fundraising Events 5.968.05 5.968.05 EXPENSES.. Equipment Staff Rest Room Christmas Cards & Raffle Tickets Subscriptions Donation Sundrie5 27.352.82 8,153.00 1.310.40 645.00 240.00 850.1XI 38,551.22 DEFICIT FOR YEAR 32,583.171 BALANCE SHE AS AT 31 MARCH 2023 Balance at Cumberland Buidlin8 So¢lety at 01.04.22 Creditor5 Prepayment 74.344.54 I378.) 645.fX) 74,611.54 132,583.171 42.028.37 Less.. Deficit for Year Balance at Cumberland Building Society at 31.03.23 Credttor 42.418.37 I390.) 42.028.37