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2025-03-31-accounts

Annual Report & Accounts 2024/25

Company Number: 15557883 Registered Charity Number: 1207583 Registered Office: Sandwell & West Birmingham NHS Trust, Sandwell General Hospital, Lyndon, West Bromwich B71 4HJ

✖ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +

Your City & Your City & Your City & Metropolitan Metropolitan Metropolitan Hospitals Hospitals Hospitals Enhancing healthcare in our community Enhancing healthcare in our community Enhancing healthcare in our community

Your City & Your City & Your City & Metropolitan Metropolitan Metropolitan Hospitals Hospitals Hospitals Enhancing healthcare in our community Enhancing healthcare in our community Enhancing healthcare in our community

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25 3

Contents

Foreword 4
About Your City & Metropolitan Hospitals Charity 6
Our appeals 7
We Are Metropolitan 7
Art in hospitals 8
What we have achieved 10
Measuring Impact: Our commissions and grant-aided programmes 14
Fundraising and working within our community 18
How you can get involved 21
Our future plans 22
Our supporters 24
Appendix 1 - Reference and administrative information 25
Appendix 2 - Other legal and administrative data 33
Appendix 3 - Annual accounts for the year ended 31 March 2025 36

4 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

Foreword

I wish you a very warm welcome to Your City & Metropolitan Hospitals Charity’s Annual Report and Accounts for 2024/25, which we are proud to announce as our first year operating as an independent charity. We are the official independent registered charity of Sandwell & West Birmingham (SWB) NHS Trust, which provides care for over 530,000 people within our catchment area.

I am delighted to have become the new Chair of our independent charity, having formally commenced operations from 1st April 2024 and supporting SWB NHS Trust’s healthcare services. The charity has completed extensive work with 200 stakeholders representing our patients, people, population and partners of Sandwell and West Birmingham. This work has co-created our new strategy for 2024 - 2029 which you can read more about in this report. This is closely aligned to the Trust’s purpose to improve life chances and health outcomes.

We were thrilled to formally launch our new independent charity strategy and brand in October 2024, followed by a showcase event of our funded projects and their impact at the Trust’s magnificent newly opened Midland Metropolitan University Hospital, the closest adult hospital to the centre of Birmingham. Our new brand name - chosen as part of our co-creation work with stakeholders - has a double meaning representing two of the Trust’s sites - City Health campus (formerly City Hospital) and the Midland Met, as well as the communities we support within the boundaries of Birmingham City Council and Sandwell Metropolitan Borough Council.

We’d like to thank Arup for hosting our launch event at their Birmingham offices, and also Gleeds for sponsoring our charity showcase event. Thanks also to a number of key grant funders who supported the charity from April 2024 to March 2025. This includes ongoing support from the Roper-Hall Eye Foundation, who funded further research equipment based at Birmingham Midland Eye Centre, and Sandwell Consortium who supported us to deliver our SCORE 3 programme resulting in 25 participants completing the Care Certificate in Nursing along with Health & Social Care Level 2/3

I am delighted to have become the new Chair of our independent charity

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Steve Allen
Charity Chair
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qualifications. A number of these participants have since gone on to secure employment with the Trust.

This year we also formally closed our successful £2m fundraising campaign towards the new Midland Metropolitan University Hospital, the majority of which was raised under the auspices of the previous Corporate Trustee charity. We are particularly grateful to Arts Council England and the National Lottery Heritage Fund, who funded our innovative People’s Gallery project and our new cultural heritage programme respectively, the latter due to launch in mid-2025. Creative Lives also supported the establishment of volunteer roles at Midland Met, with 117 volunteers being successfully inducted and providing this valuable service as the hospital opened. Thanks also to Sandwell Safer Partnership for their ongoing grant support towards the Trust’s Independent Domestic Violence Advocate (IDVA) project, which is now based at the new hospital’s Emergency Department.

Most importantly, a huge thank you goes to our many donors and supporters. Your ongoing commitment to our charity has truly helped us to transform lives, and you can read about the impact you have helped us achieve for and with our patients, people, population and partners in this report. None of this would have been possible without your efforts - but we still need your help to continue making a difference.

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

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We were thrilled to formally launch our new independent charity strategy and brand in October 2024

6 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

About Your City & Metropolitan Hospitals Charity

Your City and Metropolitan Hospitals Charity is the independent registered charity of Sandwell & West Birmingham NHS Trust, incorporating hospital sites at City, Rowley Regis, Sandwell and the new Midland Metropolitan University Hospital, as well as over 150 community healthcare services including GPs and partners.

Our five year strategy 2024-2029

Our charity’s purpose is to enhance the experience of everyone using our hospitals and healthcare services .

Our vision is to have improved life chances and better health outcomes in our communities and care systems .

The values of our charity and our Trust are both aligned:

We exist to achieve 4 key objectives:

We deliver our work through 5 key priorities:

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

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Our Appeals

During 2024-25 Your City & Metropolitan Hospitals Charity ran eight appeals, complemented by a number of themes detailed below:

OUR APPEALS - HOW WE RAISE OUR FUNDS

We Are Metropolitan

In October 2024 we were delighted to formally announce the closure of our successful £2m fundraising appeal towards the new Midland Metropolitan University Hospital, which opened on 6th October. The majority of funds raised for this campaign were under the auspices of the previous Corporate Trustee charity. The success of this campaign simply could not have been achieved without the support of so many of our fantastic supporters, who have helped us make Midland Met more than a hospital.

We are indebted to our Campaign Council, with particular thanks to Peter Salt, Chief Executive of Salts Healthcare, who successfully chaired our Council since we formally launched our campaign in March 2020 until its successful closure. Thanks also to Henrietta Brealey, chief executive of the Greater Birmingham Chambers of Commerce, who chaired our business committee, and our Trust leaders

including Dr Sarb Clare and Dr Nick Makwana who co-chaired our community committee. We are also grateful to the support of Sarindar Sahota, Rachel Barlow, Professor Derek Connolly, Tim Bradshaw, Elaine Shiels, Sarah Fletcher and Umesh Champaneri for their involvement.

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Midland Metropolitan University Hospital
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Art in hospital programme

We are extremely grateful to our partners, Arts Council England and the National Lottery Heritage Fund, who have been instrumental in achieving significant impact for our Art in Hospital programme. Most notably we have been able to work with artist partners to develop and deliver bold and ambitious arts and cultural heritage programmes co-designed by our community. Our charity will be taking on the management of this programme from spring 2025 and look forward to many more exciting collaborations.

Our Art in Hospital programme has enabled us to fund many wonderful projects both inside and outside the new hospital, as part of the three overall themes for the We Are Metropolitan campaign:

1. Community spaces

Thanks to our supporters including Arts Council England, our art in hospital programme delivered a number of key projects. Firstly, we funded a 3-metre stainless steel sculpture at the south main entrance of the new hospital. Co-created with our critical care team and Jacob Chandler, a Midlands based sculptor whose father’s live was saved at City Hospital, ‘Hope’ celebrates over 10,000 patients who were successfully discharged during the COVID-19 pandemic.

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Hope sculpture at Midland Met
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Thanks to our supporters including Arts Council England, our art in hospitals programme delivered a number of key projects

We have also been able to fund a series of mosaics in the spiritual care centre on the 5th floor of the new hospital. Created by artist Caroline Jariwala and the local community, these represent the seven main faiths within our catchment area, as well as a Tree of Life mosaic.

During this year we were extremely grateful to receive a grant from Arts Council England to install The People’s Gallery, an 88-metre gallery space, one of the largest in our region, that will showcase visual art, heritage, cultural education programmes and events. We are also delighted to have worked again with our partner Spectra to install The Commons, a community garden art installation in the external grounds of Midland Met. These spaces will be officially opened in April 2025.

Mosaics in spiritual care centre

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Tree of life mosaic in spiritual care centre
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Chaplaincy stained glass window
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We are particularly grateful to the National Lottery Heritage Fund, who granted us a significant award to launch our new 2-year cultural heritage programme. This will feature the following 5 major projects which will launch in mid-2025, including:

3. Research & development

Our partnership with the University of Birmingham continues with the ongoing funding of 2 PhD studentships into leukaemia and ovarian cancer. We have also established the Listers Cardiovascular Research Group in partnership with Aston University, jointly funding 4 PhD studentships into cardiology and heart disease. Further details on these projects are within the measuring impact section of this report.

2. A welcome, healing environment

Thanks to our supporters including the Wesleyan Foundation, we were able to partner with artist Lynne Hollingsworth to create and install engaging vinyl artwork displays in 16 locations in our paediatrics department. These include wards, waiting areas, the teen zone and the emergency department. We also supported the creation of a play deck within the new department.

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I felt like a
celebrity being
personally
escorted
upstairs
Volunteer supporting a patient
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We are very grateful to the Creative Lives Know Your Neighbourhood Fund for supporting the establishment of volunteer roles at Midland Met, also helping us to develop future creative volunteer roles such as gallery invigilators. In total, over 150 volunteer applications were submitted, and 12 workshops were delivered. 117 volunteers were successfully inducted in a variety of different roles, including way finding and helping visitors up to the welcome centre on the 5th floor. Since the new hospital opened, volunteers continue to provide these valuable services.

As a thank you to over 200 individuals and organisations who supported We Are Metropolitan, we unveiled our plaques of support in our new hospital, as well as names in our Garden of Gratitude during the charity’s showcase event in November 2024. Further details on the Garden of Gratitude and our supporters who contributed are contained later within this report.

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Paediatric artworks
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Entrance to play deck
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What we have achieved

We can report total charitable income for the year of £1,140,000. Total charitable expenditure was £940,000, with an overall surplus of £200,000, with ongoing expenditure committed to major flagship projects in future years. Based on our previous priority areas and also including We Are Metropolitan, Your City & Metropolitan Hospitals Charity has spent the following during 2024-25:

Priority Area Amount £
Infrastructure & Equipment 163,000
Education, Development & Wellbeing
61,000
Innovation & Research 235,000
Community Resilience 59,000
We Are Metropolitan 174,000
Total 692,000

Within Infrastructure & Equipment , the charity funds added value capital improvements to our Trust facilities, or purchases capital equipment which are supplied to the Trust. In the last year we have:

SMOTS trolley now in use in BMEC

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25 11

Archimedes planner laptop

Practitioner (ACP), allowing for more autonomous practice which will improve the patient pathway and enable improved specialist input at the department front door.

Our Education, Development & Wellbeing priority provides above and beyond support for our staff, including volunteers, as well as their ongoing health and wellbeing needs. In the last year we have funded:

• A 2-day supervision training course for the Children’s Therapies team, in response to identified need - both through MSC project work on evaluation completed by one of the Quality, Research and Safety Therapy leads, and feedback from team members. The training has helped to develop reflective skills, coaching approaches and resilience within the team using specific Allied Health Professionals Code of Practice. This has helped to maintain high standards of care in the wellbeing of team members.

Our Innovation and Research priority supports the Trust to pilot innovative projects or test new ideas and technologies, helping to uncover groundbreaking research into conditions that affect our diverse patient population.

This past year, Trust clinician Dr Parijat De was able to complete 20 out-of-hours community diabetes clinics, supported by a grant received from Astra Zeneca UK. This quality improvement research project engaged with at least 800 patients with cardiology, renal and metabolic disease. It also supported them with an enhanced health review, along with optimisation of disease management, and monitored reductions in acute admission activity.

Dr De also completed research into improving population metabolic health in a specific primary care network location within Birmingham, supported by Daiichi Sankyo UK. Here, a total of 600-800 high risk diabetes patients were identified, and two community clinics per week were run. This helped to ensure their medication was having the desired effect in reaching their targets, with both clinical and biochemical follow up in the practice taking place.

Thanks to ongoing support from ABCD Diabetes

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Brayden Advanced Manikin
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Care, the charity paid for administrative support towards a nationwide audit into diabetes. The audit is gathering and analysing data on new diabetes medications and technologies in real clinical use across the UK. The charity also supported the conclusion of a 12-month research study entitled ‘Coping with Type 1 diabetes and external examinations: understanding the challenges young people face’. Funding enabled transcription of semistructured interviews with young people, to highlight their experiences of navigating the challenges of managing not only their blood glucose levels, but also the expectations of completing examinations without compromising their glycaemic control.

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Leukaemia and Ovarian Cancer Research - Collaboration with University of Birmingham – project value £182,105.

Support for Cancer Immunology PhD Studentships at the University of Birmingham (UoB) was a successful commission with additional match funds secured by the charity. This will ensure that over the next 3 years the research project will be able provide the latest in high level clinical research into leukaemia and ovarian cancer.

With the charity’s input, £128,000 in legacy funds have been levered in plus additional funds secured by the university worth £54,105 from The Michael Marsh Charitable Trust, to help fund two full PhDs into cancer immunology.

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Harriet Cree Leah Brown
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A flagship project sponsored by the charity in a collaboration with the University of Birmingham and clinical specialists from the Trust, the investigative elements of project will have a specific focus on areas of clinical research required by clinical leads at SWB and other NHS Trusts in their work. This will include where there are unmet cancer research needs, proving even more so relevant to the Trust’s demographic and ethnically diverse patient population.

The opening of the new Midland Metropolitan University Hospital (MMUH) has presented and will enhance further opportunities for collaboration around translational cancer research, between the University and the Trust, for the benefit of patients and the public across the West Midlands.

Over the next few years investment into this PhD led research project will continue to build on previously commissioned research and preliminary work on local blood cancer research collaborations.

The two PhDs are as follows:

Listers Cardiovascular Research Group with Aston University - project value £349,128.

With funding to undertake clinical donated to the charity the Listers Cardiology Research Group (CRG) - Your City & Metropolitan Hospitals charity established this collaboration between SWB NHS Trust & Aston University to create a doctoral training programme to build cardiovascular research.

With £178,000 in philanthropic funds secured and ring-fenced from Listers Group this was matched by Aston University Health & Life Sciences (HLS) funding, with £171,128 to fully fund 4 PhD studentships over the next 3 years.

Cardiovascular disease (CVD) affects over 7.5 million people in the UK, impacting on over 50 per cent of the population, and costing the UK economy £28 billion each year. There is a greater risk to individuals from black, Asian or minority ethnic backgrounds, with those living in the most deprived areas nearly twice as likely to die due to CVD compared to those in least deprived areas.

The four PhDs are as follows:

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The Listers CRG PhD fellows
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YOUR CITY & METROPOLITAN HOSPITALSYOUR TRUST CHARITY ANNUAL REPORT AND ACCOUNTS 2024-25 ANNUAL REPORT AND ACCOUNTS 2024-25 13 4

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Over the next few years investment into the PhD led research project will continue to build on previously commissioned work

14 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

Measuring impact: Our Commissions & Grant Aided Programmes

Community resilience continues to be a major priority for the charity, as we work in partnership to address health inequalities in our locality and region. We actively use this area to measure and demonstrate our impact and beneficiary takeup by those accessing and using our services.

The evaluation of our charity funded projects looks at: a) Evidence, beneficiary feedback and take-up by patients, performance monitoring of indicators that helped us determine how the funds generated from grant aided commissions and contracts were spent, and where there was potential scope to scale up the project.

We work in partnership to address health inequalities in our locality and region

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Caring in the community
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YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25 15

Our Grants and Projects

Funded by: Sandwell Safer Partnership (£30,000) Started: November 2015

The charity is incredibly thankful to Sandwell Safer Partnership for their ongoing support of our Emergency Department Independent Domestic Violence Advocate (ED IDVA) project. This project places dedicated advocates in hospital emergency departments across the SWB NHS Trust area. The service started with two advocates in Sandwell and City Hospital’s emergency departments. Since October 2024, this service has moved to the Midland Metropolitan University Hospital (Midland Met), where an Information Officer also collects data. The advocates also train doctors and ward staff, with plans to extend this training across the entire hospital trust.

What We’ve Seen:

From 2020 to 2023, there was a 38.6% increase in referrals for domestic abuse victims coming to our emergency services. While referrals for 2024-25 dipped slightly to 258, this was mainly due to staff shortages and the new hospital opening gradually. Regardless, it is still 7% higher than 2019-20 levels. As the new hospital got into full swing (from October 2024 to March 2025), referrals to this service jumped by 15.9%.

controlling behaviour, emotional, physical, sexual, financial, online, and honour abuse. The service is primarily I feel designed to help in a crisis, better offering victims immediate and ongoing support to knowing I improve their safety and have options lessen the impact on the emergency department.

Categories of abuse experienced

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50
40
30
20
10
0
Coercive Control Psychological Physical Sexual Financial Digital Honour Modern Day Slavery Trafficking Forced Marriage Non-Fatal Strangulation
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What People Are Saying:

Patient:

“I feel better knowing I have options. I could possibly go to the police but I’m just so scared. I will try and remember what you said about the strength I have shown, thank you”.

Patient:

“I want to thank you. All your help has made me realise that I am a great mum and I need them and they need me and this has encouraged me to be a better version of myself and get the help and support I need”.

Patient:

“Thank you for helping my sister and fighting for her’’.

Staff:

“The service is an extremely valuable resource to have in ED. [The IDVAs] are very approachable to all our staff and are known by face not just name. Seeking advice from them is very easy as they base themselves in ED which allows us to get quick and timely advice and easy referrals”.

16 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

Real-Life Story: Saba

‘Saba’ (not her real name), 51, met her partner online, who convinced her to come to the UK to marry him on a tourist visa. Soon after, he regularly physically abused her, wouldn’t let her leave alone, took all her money, and starved her. Even food she got from the Gurdwara was taken away. His family also physically abused her.

One day, her drunk partner attacked her, punching her face, head, chest, and legs, causing an ear wound and bruising from being strangled. Saba managed to call the police and an ambulance, and her attacker was arrested.

While at Midland Met Hospital, an ED IDVA supported Saba. She had no access to public funds, didn’t speak English well, and felt isolated. Saba was worried about returning home because her abuser and his family knew where she lived.

The IDVA determined Saba was at high risk. They worked with the police on her case and arranged safe, temporary housing. Saba was also connected with the Birmingham and Migrant Refugee Centre for help with her immigration status and homelessness.

Thanks to the IDVA, Saba received specialised domestic violence support during her hospital stay and felt safe enough to share her difficult experiences.

SCORE+ (Ready for Work with Sandwell Consortium) Project Value: £60,000

SCORE has successfully delivered again!

The charity’s involvement in developing and funding the Supporting Careers Opportunities Recruitment Employment (SCORE) program has continued to thrive since its first trial. With additional funding from Sandwell Council’s UK Social Prosperity Fund, the programme was updated and renamed SCORE+ (Ready for Work with Sandwell Consortia) for 2024/25, specifically for Sandwell residents. SCORE+ provided £15,000 to help with training, work placements, travel costs, and other expenses for participants, as well as pay for accredited training for those who were volunteering before moving into jobs.

With excellent support from the Trust’s Nurse Midwifery Education Team and Volunteer Service, the program offered two groups of participants a series of certified training courses. SCORE+ participants completed up to 100 supervised hours of work placements in hospital settings to earn the necessary Care Certificate in Nursing.

SCORE+ provided £15,000 to help with training, work placements, travel costs, and other expenses as the participants progressed into work

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Successful SCORE candidates
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SCORE+ (Ready 4 Work - Sandwell) Performance & Outcomes 2024/25 Project value £60,000

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Other health & social care jobs secured
SWB Trust Bank jobs secured
Work placements provided
Level 2-3 H & SC certification achieved
Beneficiaries engaged on programme
0 5 10 15 20 25 30 35
Performance & Outcomes - 2024/25 Actual Performance & Outcomes - 2024/25 Forecast
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Infographic here showing how many people joined SCORE+, how many graduated, and how many got jobs as Health Care Assistants (HCAs).

What People Are Saying:

“The SCORE+ programme gave me a great chance to get hands-on experience in a hospital. Even with the initial challenges, the strong support system helped me build important medical and people skills.

This experience has prepared me for future healthcare roles, and I’m thankful for the guidance and learning opportunities from the Nursing and

I Okwara

“On my first day, I met a man who hadn’t let anyone check his vital signs for a week and seemed a bit aggressive. I explained the pros and cons of not having his vitals checked, and he calmed down. Using clear communication, he then agreed to let us help him.” D Owusu

Sandwell Children & Young People Sensory Processing Dysfunction Project - Supported through: Local school commissions (£311,206)

The charity’s trial of the Occupational Therapy (OT) Sensory programme was a great success. From 2022 to 2024, it helped 1,293 children and young people aged 2 to 19 with sensory processing difficulties across various schools in Sandwell.

This pilot showed a huge need for ongoing, targeted support for young people and families with Special Education Needs and Disabilities (SEND) in Sandwell and nearby areas.

Because of this success, several schools have now asked to buy into the service. This support is provided by a team of experienced occupational therapists who are either seconded or directly employed by SWB.

Starting in November 2024, 10 schools in Sandwell have individually hired our charity to fund the Trust’s Occupational Service. This means the project can continue to offer both general support and specific help to these schools. There’s also a specialised service for young people and families with more complex SEND and other health issues, which requires longer, more dedicated support.

This project is a crucial part of the charity’s work to help children with SEND and to tackle health and social care unfairness in local schools. It’s recently been providing extra support to parents and young families, as they often face multiple challenges related to health inequalities, social care needs, and poverty.

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The Partnership 4 Change
Model Used By The Project
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18 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

Fundraising and working within our community

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Vanessa and Becky from the Critical Care Team
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We are truly amazed by the incredible contributions

of our donors, fundraisers and supporters in this past year! Your support continues to help us transform lives and make a huge difference thanks to your time and generosity. A huge thank you to each and every one of you!

Here is a selection of our many successful projects and fundraisers in this past year:

Doctor joins teachers for fundraising run

A leading doctor joined teachers to pound the streets of Birmingham – all in aid of charity. Dr Mike Blaber Palliative Care Specialist and teachers, Jamie Grainger, Quinn Smith and Luke Smith from Bristnall Hall Academy in Oldbury, took part in the Birmingham Half Marathon on 5 May 2024.

Dr Blaber added: “Running is a passion of mine along with being a doctor for the local patients of Sandwell and West Birmingham. Raising money

for the Trust’s charity is very rewarding. I’ve seen first-hand how the funding has enhanced the experience of not only our patients, but also the staff working here.”

They raised money for the registered charity for Sandwell and West Birmingham NHS Trust, with funds going towards enhancing the experiences of patients, their families and staff at the organisation.

supported us to raise £500

Dr Blaber and Bristnall Hall Academy went on to raise well over £2,000. Thank you Dr Blaber, Jamie, Quinn and Luke!

The teachers have supported the hospital charity over the years from commissioning paintings on a maternity ward to fundraising cake sales and Christmas jumper competitions.

Dedicated Nurses Complete Swim Challenge in Memory of Colleague

Two critical care nurses from Sandwell and West Birmingham NHS Trust have raised over £2,000 by swimming two miles in memory of their late colleague. Lead Nurse Becky O’Dwyer and Matron Vanessa Taylor participated in the Great North Swim in Lake Windermere in June 2024 to mark Tony Hinton’s love of the sport.

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Dr Mike Blaber Palliative Care Specialist
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Vanessa said: “We were both a little anxious – swimming two miles in a pool is different to swimming two miles in open water, but there were so many people who came to support us, and we wanted to make them proud. There was a safety crew in the water and people encouraging us all the way through. Surrounded by the mountains, it was a lovely place to swim.”

Becky added: “The atmosphere at Lake Windermere was lively and it was very well organised, which made all the difference. Despite this, the day did not come without its challenges. I had the flu the week prior to the swim so I felt a little rough. I didn’t decide until that day whether I was going to swim or not. The first lap was slow due to my coughing – it’s hard to swim front crawl when you cough! I settled down after half a mile though. We had trained a lot over the winter, and neither of us wanted to let the other down.”

Jamie said: “We’ve previously ran the half marathon in aid of the charity and donated over £500.This year we are determined to double our target. We would like to thank those who have supported us already, a small donation can go a long way to ensure the charity supports those in the hospital.”

Funds donated to the charity have gone towards providing additional facilities and supporting innovative projects at the Midland Metropolitan University Hospital which opened in October 2024.

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25 19

For both nurses, a particular highlight was Tony’s wife and sister making the journey to Lake Windermere to cheer them on. “It was really moving because we completed the swim for him, we were so grateful that they came all the way to support us,” they explained.

Becky and Vanessa described feeling ‘elated’ after completing the swim and are incredibly proud of their achievement and the impressive amount they raised so far. The money will go towards a memorial for Tony at the Midland Metropolitan University Hospital.

“Everyone has been so supportive. We are overwhelmed by the love from people donating, and the lovely messages that people have put on the donation page,” said Vanessa. Becky added: “It felt like an honour to do this for Tony, and I hope our colleagues felt this too.”

couldn’t do it without all the staff and members of the public who volunteer Funding raised will be their time on the day. I am so proud used to enhance of them and their efforts which made the experience it a truly remarkable day.” of patients

The event saw more than 100 volunteers made up of staff at the Trust and members of the public, provide their services for free. Councillor Steve Melia, the Deputy Mayor of Sandwell opened the event.

Trust’s charity reveals new name

The name for the newly created independent charity for Sandwell and West Birmingham NHS Trust has been unveiled as Your City and Metropolitan Hospitals Charity, at an official launch event held at Arup’s Birmingham offices in October 2024.

The charity will continue to support the Midland Metropolitan University Hospital, the UK’s newest healthcare facility, and the Trust’s other sites – Sandwell, City and Rowley Regis Hospitals as well as GP practices and community services.

Your City & Metropolitan Hospitals Charity is also celebrating the successful closure of the £2 million ‘We Are Metropolitan’ fundraising campaign for the Midland Met.

Cancer Wellbeing Fair July 2024

Cancer patients pampered at annual event

More than 300 cancer patients enjoyed being pampered and entertained at a major event funded by the registered charity of Sandwell and West Birmingham NHS Trust - all made possible by donations to the cancer services team.

The annual Cancer Wellbeing Fair in July 2024 saw patients treated to massages, haircuts, makeovers, pedicures, reiki and yoga sessions – all delivered by kind-hearted volunteers.

Held at the West Bromwich Albion Football Club, Jo Harvey, the Trust’s Lead Cancer Nurse, said: “It was an amazing day for our patients who really enjoy all the pampering they receive. We’ve had great feedback from them and of course we

Funding raised will be used to enhance the experience for patients, staff and visitors to the new site. This included a gallery and exhibition space for art programmes and performances by community organisations, sculptures raising awareness around organ donation, a play unit and artwork for the Children’s Department and additional PhD studentships with university partners to help pioneer new treatments for heart disease, leukaemia and ovarian cancer.

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L-R Steve Allen Johnny Shah Henrietta Brealey
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20 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

Steve Allen, Chair and Trustee for the charity, said: “We are delighted to reveal the new name for the charity, its brand and strategy after more than a year of consultation with our key stakeholders. This included valued conversations with our Trust staff and volunteers, as well as our grateful supporters, funders and partners. I am honoured to chair this wonderful charity and be part of a board of trustees with boundless enthusiasm and ambition.

Top Baggies players bring festive surprise to the Midland Met’s young patients

West Bromwich Albion players have been spreading festive cheer at the Midland Metropolitan University Hospital, after visiting young patients on the Children’s Ward.

Organised in partnership with Your City & Metropolitan Hospitals Charity, footballers Jed Wallace, Alex Palmer, Torbjørn Heggem, Grady Diangana, Josh

“Your City and Metropolitan Hospitals Charity’s vision is improved live chances and better outcomes in our communities and care systems. The successful fundraising for Midland Met, which is now the nearest adult hospital to the centre of Birmingham, has started this very important work and we are so grateful to every supporter who helped us reach our £2 million target in our previous charity form.”

Maja, Callum Styles and Harry Whitwell surprised I love my children and their families on their annual visit new calendar to the children’s wards at the Sandwell and because it’s West Birmingham NHS Trust-run hospital signed by my for the first time. favourite

They spent time speaking to patients and handing out an array of toys, kindly selected and funded by the club’s charity, The Albion Foundation.

Young Jaden, aged 10, was thrilled to receive some early Christmas gifts from the players. He said: “I met some of the players and it was lovely. They were very kind and gave me some presents. I love my new calendar because it’s signed by my favourite player.”

Johnny Shah, Head of Your City & Metropolitan Hospitals Charity, added: “Becoming an independent charity for the Trust means we can do even more to enhance the experience of everyone using our hospitals and healthcare services. The work we have funded at Midland Met are great examples of this, but it is important to remember that both Sandwell and Birmingham remain within the top 10 most deprived local authorities in the country.

Juliette Odura-Boadu, whose 12-year-old son Joel also received some gifts said: “It was exciting to meet some football players. It’s nice that they have come in and it’s lovely just to see my son smiling.”

Captain Jed Wallace said: “It’s always something I enjoy doing as a player. Some of us lads have children, and you do wonder how people are doing over Christmas with their kids in hospital, so for us to come down and make a visit is nice.

“There is so much more we need to do to address health inequalities outside of our hospital walls. Your City and Metropolitan Hospitals Charity would like to call on the grateful support of the business sector and our local community, to help us transform lives.”

“The new hospital is really spacious and the staff, as always, are super friendly. To come down and see everyone is amazing. Even if it makes just 10 minutes of difference to someone, it’s something we’re very

privileged to do.”

L-R-12-year-old-Joel-Torbjorn-Heggem-Callum-Styles-and-Alex-Palmer

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25 21

How you can get involved

Garden of Gratitude

Your City & Metropolitan Hospitals Charity would like to give everyone a chance to have a name inscribed onto one of our glass courtyards borders in our Garden of Gratitude. Our Garden of Gratitude is on level five, where everyone will visit on arrival.

You can choose to have the names of family, friends, or loved ones inscribed onto the glass. Businesses are also welcome to have their company name printed.

There are three levels of donations available which result in three different sizes of name. Please see our pricing levels below:

----- Start of picture text -----
Daisy Rose Sunflower
Individuals & Community
£100 £200 £300
Business
£500 £750 £1000
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Follow us on social media:

@swbhcharity

Your City and Metropolitan Hospitals Charity

SWBH NHS - Your Trust Charity

@yourtrustcharity

Contact us:

Telephone: 0121 507 5196 Email: trustcharity@nhs.net Website: https://www.swbh.nhs.uk/charity/

The Garden of Gratitude

22 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

Our future plans

Our new independent charity will continue to primarily support Sandwell and West Birmingham NHS Trust’s healthcare services. Details of our new five-year business plan and new charity brand and included within this report.

Our charity objectives for 2025-26, as agreed at Charity Trustee Board in February 2025, are as follows:

Area Objective Objective Key Performance Indicators
Patients Manage, monitor and measure high • Up to 200k spend on
quality impact of charity projects: infrastructure/equipment, urgent need
• IDVA service • Up to 80 surveys, case studies &
• BMEC enhancements questionnaires completed by patients
• Arts/heritage activity (windows, • Up to 4 charity press releases
digital archive, aural histories,
community garden)		 • Up to 70 patients engaged in charity events/
fundraising, in particular fagship dinner
People Support ongoing health, wellbeing • Up to 200k spend on education,
& development: development & wellbeing
• Conferences, seminars, away days • Up to 4 charity workshops & QIHDs
& end of year meetings attended
•
•		 Redevelopment of staff areas
Trust team engagement		 • Up to 70 patients engaged in charity events/
fundraising, in particular fagship dinner
Population Addressing health inequalities • Up to 200k spend on innovation
outside of our hospital walls: & research
• Children/young people (sensory • Up to 4 case studies & impact
processing dysfunction) assessment reports completed
• R & D (cardiology,
leukaemia/ovarian cancer)		 • Up to 70 patients engaged in charity events/
fundraising, in particular fagship dinner
• Employability (SCORE+)
Partners Be an anchor institution for health • Up to 200k spend on community
& social care in: • Up to 4 new charity project
• Black Country ICS co-developments, either as lead
(Volunteering for Health) or delivery partner
• BSOL ICS (Fairer Futures Fund) • Up to 4 engagements with external

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

23

Monitoring our Fundraising Performance

A selection of our core key performance indicators for fundraising in 2024/25 were as follows:

Key Performance Indicator (2024-25) Forecast (Budget) Actual (to M12) Status (RAG) To achieve total income target £1,023,000 £1,140,000 To have achieved Midland Met total fundraising target £2,380,500 £2,380,500 Percentage success rate of co -developed funding bids submitted 25 per cent (1 in 4) 50 per cent (4 out of 8) To generate between £3.37 to £5.88 per £1 spent on charity fundraising and business development costs (or between 17p to 30p in every £1 spent) £3.49 (29p) £5.98 (17p)

From 1st April 2024, the objectives and performance of Your City & Metropolitan Hospitals Charity were monitored and governed by the Charity Trustee Board.

The Charity Trustees have confidence in the future fundraising and business development plans, supported by the development of the charity brand which will be a focal point of engagement with our supporters and donors.

24 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

Our Supporters

We’d like to say a huge thank you to our donors, supporters, fund ambassadors and colleagues for your ongoing support. We cannot achieve our plans without you.

We’d like to recognise the grateful support, through fundraising, grant aid and gifts in kind support from the following supporters of Your City & Metropolitan Hospitals Charity:

Organisations

----- Start of picture text -----
ABCD (Diabetes Care) Ltd Arts Council England Aston University British Aphasiology Society
British Car Auctions Cagni Williams Charities Aid Foundation Creative Black Country
Eastside Projects GL Education Gleeds Greater Birmingham
Chambers of Commerce
Listers Group Metlase Ltd National Lottery Heritage Fund NHS Charities Together
Planacre Ltd Plane Structure RBC Brewin Dolphin Remedium Partners
Roper-Hall Eye Foundation RSM UK Salts Healthcare Sandwell Consortium
Specsavers West Bromwich Starbucks UK Stainless Steel &
Designs & Fabrications
----- End of picture text -----

Individuals and Groups

Anchor & The Beeches Tree Miners Golf Society Bristnall Hall Academy

City Hospital League of Friends Creative Lives Know Your Neighbourhood Fund Dr Nick Makwana Dr Sarb Clare Elaine Shiels Guru Nanak Naam Ladies Jatha UK Group Hadley Travel Kathleen Billingsley Memorial Fund Keith Mainwaring

Lynette Cumberworth Marie Finch Metal Closures Group Trustees Limited Monica Tatton Peter Salt Professor Derek Connolly Rachel Barlow Sandwell Hospital League of Friends Sandwell Safer Partnership Sarindar Sahota Sewa Day West Midlands Tim Bradshaw

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25 25

Appendix 1

Reference and administrative information

CHARITY NAME:

SANDWELL & WEST BIRMINGHAM HEALTHCARE & HOSPITALS CHARITY

WORKING NAME:

YOUR CITY & METROPOLITAN HOSPITALS CHARITY

CHARITY REGISTRATION NO.:

Persons who have acted as members of the Charity Trustee Board at any time during the course of the financial year include:

S Allen

A Argyle

G Aston

R Beeken (until 31st December 2024)

B S Minhas

1207583

D McLannahan

COMPANY REGISTRATION NO.:

15557883

GOVERNING DOCUMENT:

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 12 MARCH 2024

CHARITY TRUSTEES:

The Trustees have overall responsibility for the how the charity is run, the way that it meets it charitable purpose, and have adopted a terms of reference. There are 9 Trustees in total, with 4 nominated from the Trust Board. The strategy, operational plan and budget are approved by the Trustees and delivered by the charity team. There will be regular review of this strategy, with progress reported back at Trustee meetings held four times a year.

M Roberts V Underhill R Vandrill D Wake (from 1st January 2025)

REGISTERED OFFICE:

Sandwell and West Birmingham Healthcare and Hospitals Charity Sandwell & West Birmingham NHS Trust Sandwell General Hospital

Lyndon West Bromwich B71 4HJ Telephone: 0121 507 5196

An investments advisory group also meets with the charity’s investment advisors four times a year, reporting back to Charity Trustee Board meetings. Representatives of the charity’s investment advisors are required to attend the Charity Trustee Board on at least a yearly basis to present appropriate investment reports.

All new Trustees are given appropriate induction on their responsibilities, including the offer of a hospital site tour, and Your City & Metropolitan Hospitals Charity is committed to offering training and development for Trustees. This includes training courses in charity law and administration and the roles and responsibilities of Trustees, as part of their ongoing professional development. Trustees to be appointed for a term of up to four years. Trustees may be re-appointed at the end of their term of office, but no Trustee is able to serve more than 10 years.

26 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

OBJECTIVES AND STRATEGY

All Charities must have charitable purposes or aims that are for the ‘public benefit’. This is known as the ‘public benefit requirement’. ‘Public benefit’ is the legal requirement that every organisation set up for one or more charitable aims must be able to demonstrate that its aims are for the public benefit if it is to be recognised, and registered, as a charity in England and Wales. There are two key principles, both of which must be met in order to show that an organisation’s aims are for the public benefit. Firstly there must be an identifiable benefit or benefits and secondly the benefits must be to the public or section of the public. The Trustees confirm that it has had regard to the Charity Commission public benefit guidance where relevant.

The Charity’s Objects (‘Objects’) are specifically restricted to the following: to relieve sickness and to preserve the health of people living in North and West Birmingham in particular by supporting the Sandwell and West Birmingham NHS Trust and enhancing the experience of persons using its services and to secure better health outcomes by: a) Improving the trust’s infrastructure and equipment and making capital improvements to facilities; b) Supporting the education, training and development of clinical and non-clinical staff and supporting workshops, lectures, seminars and conferences; c) Support and conduct research into care treatments and pathways that will enhance health outcomes; and d) Support communities to improve their health outcomes through providing support to community healthcare services and general practitioners.

STRUCTURE, GOVERNANCE AND MANAGEMENT

On 25 March 2024, the Charity was incorporated as an independent charity, solely regulated by the Charity Commission and no longer subject to NHS legislation. The entire undertakings of Sandwell and West Birmingham Hospitals NHS Trust Charities (the ‘Old Charity’) were transferred to a new charitable company limited by guarantee and registered with Companies House (registered company number 15557883) and with the Charity Commission for England and Wales (registered charity number 1207583) (the ‘Charity’).

The Charity is registered as Sandwell and West Birmingham Healthcare and Hospitals Charity, and has registered and is using the working name of Your City & Metropolitan Hospitals Charity.

The Charity manages c. 100 funds in total, with delegated responsibility to fund ambassador(s). Their responsibility is to ensure that the funds are spent accordingly, and to follow best practice in terms of appropriate charitable spend. Under a scheme of delegated authority approved by the Charity Trustee Board these fund ambassadors have delegated authority for expenditure, excluding salaries, to spend up to £5,000 per request in conjunction with the Director of Charity. Requests less than or equal to £20,000 require the authority of the Fund Ambassador and the Director of Charity; requests less than or equal to £50,000 require the authority of the Fund Ambassador, Charity Chair and the Director of Charity. Any request in excess of £50,000 requires the approval of the Charity Trustee Board. In the case of any salary expenditure (including on costs) as part of a linked research programme then this will require the approval of the Fund Ambassador, the Director of Charity, and Director of Research & Development.

Restricted Funds

Individual fund ambassadors are required to submit expenditure request forms detailing how and on what the restricted funds are to be spent. The Trustees regularly monitors this spend against the available fund balance and takes appropriate action to ensure that funds are spent in a timely manner and in accordance with the donor’s wishes.

Designated Funds

Where general donations are received on behalf of individual wards or departments of Sandwell and West Birmingham Hospitals NHS Trust, the Trustees have agreed to transfer the donations received to a fund designated for that particular ward or department. By their very nature these funds are generally held for the purposes of satisfying needs on a day to day basis rather than for long term projects. Internal controls prevent the possibility of these funds spending in excess of the outstanding balance.

Individual fund ambassadors for these wards and departmental designated funds are requested to submit expenditure request forms setting out their intentions to spend the balance on these funds. These are reviewed on an annual basis by Trustees.

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25 27

Other restricted and designated funds may be created from time to time by Trustees in order to fund specific charitable activities.

It should be noted that the designation of funds does not commit the funds legally. Such designation may be cancelled by the Trustees if it is later decided that the Charity should not proceed or continue with the use or purpose for which the funds were originally designated.

Legal Duties

The Trustees fulfil their legal duties by ensuring that the funds are spent in accordance with the objectives of each fund and, by designating certain monies within the existing charities, the Trustees are able to respect the wishes of our generous donors to benefit patient care and advance the good health and welfare of patients, carers and staff.

The Charity Trustee Board is responsible for the overall management of charitable funds. As defined in the updated Charitable Funds Policy, the duties of the Trustees are to:

The Charity Trustee Board is required to:

part of their compliance with legal duties as outlined in the commission guidance on the Trustee duties set out in ‘’the essential Trustee: what you need to know, what you need to do ‘’(CC3).

The Trustees have the right to:

The charity has a service level agreement, reviewed annually, with the NHS Trust Finance Department to maintain accounting records and the day-to-day administration of charitable funds. As per the service level agreement, a charge is levied for providing this service which is reviewed on an annual basis.

The Trustees consider all staff remuneration in the same way on an annual basis. This allows for an annual cost of living increase, which is benchmarked against the NHS Agenda for Change pay scales.

28 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

RISK ASSESSMENT

A summary of the major risks to which the Charity is exposed have been identified and placed on the Trust’s Risk Register. A summary of responsibilities for managing those risks and the control and security systems in place to alleviate these risks are contained within the Risk Register. A summary of risks is below:

Financial Risk

Operational Risk

Compliance Risk

Reputational Risk

Charity Independence Risk

The Charity Trustee Board and Director of Charity will regularly monitor, review and review on procedures in place and performance in relation to the above, obtaining professional advice where applicable.

The Trustees are content that the controls described have operated effectively during the year and therefore that the risks outlined have been mitigated. The most significant ongoing risk to the Charity is the potential losses arising from a fall in the value of the investments held and the level of reserves available to offset the impact of any such losses. These have been carefully considered and there are procedures in place to review the investment policy and to ensure that both spending and financial commitments remain in line with income streams.

PARTNERSHIP WORKING AND NETWORKS

The Charity continues to be a member of NHS Charities Together, the trading name of the Association of NHS Charities. This organisation ensures that the Charity is kept informed and fully updated on all current and developing issues in relation to charitable funds. Concerns are highlighted and the knowledge shared with similar organisations.

The Charity has a small in-house team of 4.53 fulltime equivalents, and each member is involved in fundraising activities. The charity also has a number of volunteers supporting our fundraising activities. Your City & Metropolitan Hospitals Charity did not contract any third-party suppliers in a professional fundraiser or commercial participator capacity during 2024/25.

Your City & Metropolitan Hospitals Charity are registered with the Fundraising Regulator and have signed up to the Fundraising Regulator’s Code of Fundraising Practice. This report covers the requirements charities must follow as set out in the Charities Act 2016. Charity staff and volunteers are familiarised with the code of conduct to ensure that it is applied properly.

The charity website outlines the complaints policy for the public and clearly explains how an individual can complain. The charity received no complaints during the 2024/25 financial year and no complaints in the previous year. All charity marketing material contains clear instructions on how a person can be removed from mailing lists.

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25 29

The charity responds to all complaints within 10 days. Complaints are dealt with in-line with the fundraising complaints policy. Any serious complaints are escalated to the Director of Charity and Charity Trustee Board to consider lessons learnt. The charity reports to the Fundraising Regulator on the totality of complaints. The charity is also signed up to the Fundraising Preference Service to enable individuals to opt out from receiving fundraising communications. The charity actioned no requests from this service last year.

Safeguarding and protection of children and vulnerable adults policy are available from the Charity. In addition to these policies the Charity has policies in place for confidentiality & data protection, incident reporting, lone working, trustee expenses, and volunteer management. Charity staff and volunteers are familiarised with these policies and procedures to ensure they are applied properly.

RELATED PARTIES

The Trustees receive and administer the charitable funds for the hospitals, wards and departments of Sandwell & West Birmingham NHS Trust.

REVIEW OF 2024/2025 - FINANCES

The financial information presented below is drawn from the Charity Accounts 2024/25.

Income and Expenditure

The table below summarises the overall analysis of the income and expenditure position for 2024/25:

Unrestricted Funds
£000’s		 Restricted Funds
£000’s		 Total
£000’s
OPENING FUND BALANCE (1 April 2024)* 3,375 3,953 7,328
ADD:
Donations / Legacies / Grants and other
incoming resources for the year
Interest and Dividends for the year		 170
243		 583
140		 754
383
LESS:
Expenditure for the year
Investment gains (losses) recognised in the year		 -533
10		 -411
14		 -943
24
I&E SURPLUS / (DEFICIT) FOR YEAR -110 326 218
CLOSING FUND BALANCE (31 March 2025) 3,267 4,279 7,546

The net assets of the Charity as at 31 March 2025 were £7,546 million (2024: £7,328 million). Overall net assets increased during the year by £0.218 million.

The Charity received a total of £1,140,000 from the following sources:-

Income 2024/25: £1,140,000

----- Start of picture text -----
Donations & Legacies - £356,000 (32%)
Charitable Activities - £317,000 (29%)
Other Trading Activities - £56,000 (5%)
Investments - £383,000 (34%)
Gifts in Kind & Other - £25,000 (1%)
----- End of picture text -----

30 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

The Charity’s fundraising efforts continues to rely upon the generosity of the general public through individual, regular, corporate, event and in memory donations, campaigns, gifts in wills, a staff lottery, grants from commercial and noncommercial organisations, royalties, and income from investments held to fulfil its objectives. The considerations given by the public usually represent the excellent standard of care received from the staff of the hospital or healthcare service whilst they, or a relative or a friend, were being treated, or to assist the Charity in providing additional facilities and comforts for patients. Grants from commercial organisations are usually given in support of ongoing charitable medical research in various clinical areas. Grants from non-commercial organisations primarily represent income from trusts, foundations, commissions, or

for added-value activities. The income received from investments (i.e. company dividends, bank interest and royalties) is apportioned quarterly.

The Charity committed £940,000 during the year to enhance the experience of all people using services, including our patients, people and populations. This reflects an overall surplus of £200,000. Your Trust Charity’s strategy continues to focus on spending our donations wisely in line with donor wishes. Our priority areas (also including We Are Metropolitan) are as follows:

Expenditure 2024/25: 943,000

----- Start of picture text -----
Community Resilience - £59,000 (6%)
Education & Development - £61,000 (6%)
Support & Governance/Other - £232,000 (24%)
Infrastructure & Innovation - £163,000 (18%)
Research & Development - £235,000 (26%)
We Are Metropolitan - £174,000 (19%)
Gifts in Kind - £19,000 (1%)
----- End of picture text -----

Asset Risk Consultants (ARC) Steady Growth Index. This benchmark is made up from over 4,000 charity portfolios managed by over 35 different investment managers. However, there was an underperformance against the Benchmark Risk Category 6.

Investments

Brewin Dolphin provides Trustees with continuing advice in respect of the management of investments.

The risk category has been agreed by the Trustees, and the portfolio meets the agreed ethical investment criteria. The investment managers select investments and adjust the structure of the portfolio to achieve objectives. There was a slight increase in values overall during 2024/25, and over a three-year annualized basis the charity’s portfolio has outperformed the

Cash is held in deposit accounts, to ensure the charity has sufficient liquid cash resources to meet the liabilities of the charity.

The managed investments of the Charity at 31 March 2025 were £4,522,000. The asset allocation was as follows:-

Asset Allocation: £4,522,000

----- Start of picture text -----
Equities - £3,180,000 (70%)
Bonds - £778,000 (18%)
Alternative/Other - £468,000 (11%)
Cash - £96,000 (1%)
----- End of picture text -----

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25 31

STATEMENT OF INVESTMENT POLICY

The Trustees updated the charity investment policy in July 2024. The following statements are extracted from the policy:

  1. Your City & Metropolitan Hospitals Charity’s financial investments will yield the best financial return within the level of risk considered to be acceptable. This return can then be spent on the charity’s aims.

  2. The charity will utilise professional investment managers to support the active implementation of its investment policy and their performance is reviewed annually.

  3. The charity’s assets are held in financial investments (shares, equity investments, hedge funds, cash), in line with ethical restrictions and the risk profile of the charity.

  4. The Charity objectives for investment are:

  5. 4.1 For the Trustees to periodically review the way in which the portfolio is managed by the investment manager, with a view to exploring short- and long-term positioning within portfolios, as well as alternative options.

  6. 4.2 To adopt a total return approach in order to maximise returns on free reserves and provide an ongoing source of funding from investments.

  7. 4.3 To protect and enhance the value of the Charity’s assets in order to maintain the purchasing power of the funds when taking into account the effects of inflation using the published UK CPI rate, [tax] and fees.

  8. The charity’s beneficiaries are all linked to the Trust whose primary aims are healthcare related. The Trustees have therefore decided to preclude investment in companies with any direct investment in tobacco, alcohol and arms, as they are specifically contrary to the objectives of the charity to enhance the care of patients. Furthermore, the investment manager is expected to conduct screening for companies in relation to modern slavery. The Charity requires that the investment manager must be a signatory of the United Nations for Responsible Investment.

  9. For the purpose of facilitating the trustees with the process of monitoring the portfolio the Investment manager will be required to provide the Trustees with quarterly performance, asset allocation and currency allocation data together with copy valuations in accordance with the Trustees instructions.

RESERVES POLICY

The Charity Trustee Board has established a reserves policy as part of their plans to provide long term support to the five priority areas of the charity:

32 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

The Charity Trustee Board calculate the reserves as that part of the charity’s unrestricted income funds that is freely available after taking account of designated funds that have been earmarked for specific departments, wards and projects. These projects include core activities

and forward planning commissions, in line with the five priority areas.

The free reserves currently stand at £0.1m and are calculated as follows:

Trustees have agreed a free reserve target range of six months of forecast annual total charity expenditure. This would range from £0.6m to £0.8m.

The reserves held are currently below the target range due in large part to the ongoing expenditure of core activities and forward planning commissions. The Charity Trustee Board expects that designated funds will be spent within three to five years. Trustees are also implementing business development and fundraising plans in order to build up free reserves to the target range.

Trustees continue to review balances held in designated funds through a ‘dormant funds pathway’, to determine whether inactive funds are likely to be committed soon, and the

extent to which there is a continuing need identified for any particular designated fund(s).

ACCOUNTING AND REPORTING RESPONSIBILITIES

The Charities Act 2011 requires Trustees to prepare accounts for each financial year which give a true and fair view of the Charity’s financial activities during the year and of its financial position at the end of the year. In preparing these accounts the Trustees are required to:

The Trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the Charity and to enable them to ensure that the accounts comply with charity law. The Trustees are also responsible for establishing and monitoring a system of internal control and establishing arrangements for the prevention and detection of fraud and corruption.

The Trustees confirms that they have met the responsibilities set out above and complied with the requirement for preparing the accounts on a going concern basis.

Where it is decided that the designation is no longer necessary or the designated fund is inactive, the funds are closed and transferred to reserves.

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

33

Appendix 2

SANDWELL AND WEST BIRMINGHAM HEALTHCARE AND HOSPITALS CHARITY

OTHER LEGAL AND ADMINISTRATIVE DATA

INVESTMENT ADVISORS:

Brewin Dolphin 9 Colmore Row Birmingham B3 2BJ

BANKERS:

Unity Trust Bank plc PO Box 7193 Planetary Road Willenhall WV1 9DG

National Westminster Bank PLC 309 High Street West Bromwich West Midlands B70 8ND

AUDITORS:

Crowe UK Black Country House Rounds Green Road Oldbury West Midlands B69 2DG

LEGAL ADVISERS:

Capsticks Solicitors LLP 5 Newhall Street Birmingham B3 3PU

34 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

STATEMENT OF TRUSTEE’S RESPONSIBILITIES IN RESPECT OF THE ANNUAL REPORT AND THE FINANCIAL STATEMENTS

SANDWELL & WEST BIRMINGHAM HEALTHCARE AND HOSPITALS CHARITY - 2024/2025

Statement of Trustee's responsibilities in respect of the annual report and the financial statements

Under company law, the charity trustees are responsible for preparing the annual report and accounts in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company law requires the charity trustees to prepare financial statements for each year which show a true and fair view of the state of affairs the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period. In preparing those financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charitable company and to enable them to ensure that the financial statements comply with the Companies Act 2006, and to enable the trustees to ensure that, where any statements of accounts are prepared by the trustees under section 132(1) of the Charities Act 2011, those statements of accounts comply with the requirements of regulations under that provision.

They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

In so far as the trustees are aware:

The trustees’ annual report is approved by the trustees of the charity.

Signed on behalf of the trustees on 8 September 2025.

Steve Allen, Charity Chair and Trustee

Diane Wake, Trustee

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

35

INDEPENDENT AUDITORS REPORT TO THE MEMBERS OF SANDWELL AND WEST BIRMINGHAM HEALTHCARE AND HOSPITALS CHARITY

Opinion

We have audited the financial statements of Sandwell & West Birmingham Healthcare and Hospitals Charity (‘the charity’) for the year ended 31 March 2025 which comprise the statement of financial activities, balance sheet, statement of cash flow 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:

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor’s responsibilities for the audit of the financial statements section of our report. We are independent of the charitable company 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 trustee's use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charitable company`y’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 trustees are responsible for the other information contained within the annual report. The other information comprises the information included in the annual report, other than the financial statements and our auditor’s report thereon. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the audit or otherwise appears to be materially misstated. If we identify such material

36 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

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.

Opinions on other matters prescribed by the Companies Act 2006

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

Matters on which we are required to report by exception

In light of the knowledge and understanding of the charitable company and their environment obtained in the course of the audit, we have not identified material misstatements in the directors’ report included within the trustees’ report.

We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 requires us to report to you if, in our opinion:

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 charitable company or to cease operations, or have no realistic alternative but to do so.

Auditor’s responsibilities for the audit of the financial statements

We have been appointed as auditor under the Companies Act 2006, and report in accordance with the Acts and relevant regulations made or having effect thereunder.

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

37

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.

Details of the extent to which the audit was considered capable of detecting irregularities, including fraud and non-compliance with laws and regulations are set out below.

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

Extent to which the audit was considered capable of detecting irregularities, including fraud

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We identified and assessed the risks of material misstatement of the financial statements from irregularities, whether due to fraud or error, and discussed these between our audit team members. We then designed and performed audit procedures responsive to those risks, including obtaining audit evidence sufficient and appropriate to provide a basis for our opinion.

We obtained an understanding of the legal and regulatory frameworks within which the charitable company operates, focusing on those laws and regulations that have a direct effect on the determination of material amounts and disclosures in the financial statements, including financial reporting legislation and the Charity SORP (FRS 102), and [local] tax regulations. We assessed the required compliance with these laws and regulations as part of our audit procedures on the related financial statement items.

In addition, we considered provisions of other laws and regulations that do not have a direct effect on the financial statements but compliance with which might be fundamental to the charity’s ability to operate or to avoid a material penalty. Auditing standards limit the required audit procedures to identify non-compliance with these laws and regulations to enquiry of the Trustees and other management and inspection of regulatory and legal correspondence, if any.

We also considered the opportunities and incentives that may exist within the charity for fraud. We identified the greatest risk of material impact on the financial statements from irregularities, including fraud, to be within the timing of recognition of grants and legacy income, and the override of controls by management. Our audit procedures to respond to these risks included enquiries of management, and the trustees about their own identification and assessment of the risks of irregularities, designing audit procedures over income, sample testing on the posting of journals, reviewing accounting estimates for biases, reviewing regulatory correspondence with the Charity Commission, and reading minutes of meetings of those charged with governance.

Owing to the inherent limitations of an audit, there is an unavoidable risk that we may not have detected some material misstatements in the financial statements, even though we have properly planned and performed our audit in accordance with auditing standards. For example, the further removed non-compliance with laws and regulations (irregularities) is from the events and transactions reflected in the financial statements, the less likely the inherently limited procedures required by auditing standards would identify it.

38 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

In addition, as with any audit, there remained a higher risk of non-detection of irregularities, as these may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal controls. We are not responsible for preventing non-compliance and cannot be expected to detect non-compliance with all laws and regulations.

Use of our report

This report is made solely to the charity’s trustees, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the charitable company’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 charitable company and the charitable company’s trustees as a body, for our audit work, for this report, or for the opinions we have formed.

Helen Blundell LLB FCA FCIE DChA Senior Statutory Auditor For and on behalf of Crowe U.K. LLP Statutory Auditor Black Country House Rounds Green Road Oldbury West Midlands B69 2DG

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25 39

Appendix 3

SANDWELL AND WEST BIRMINGHAM HEALTHCARE AND HOSPITALS CHARITY ANNUAL ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2025

SANDWELL AND WEST BIRMINGHAM HEALTHCARE AND
HOSPITALS CHARITY		 SANDWELL AND WEST BIRMINGHAM HEALTHCARE AND
HOSPITALS CHARITY		 SANDWELL AND WEST BIRMINGHAM HEALTHCARE AND
HOSPITALS CHARITY		 Charity Number 1207583
Annual Accounts For The Period
Period start date 01/04/2024
To		 Period end date 31/03/2025
Section A Statement of financial activities
Recommended categories by activity
Guidance Notes
Note
Incoming resources (Notes 2 & 4)
Income and endowments from:
Donations and legacies
2
S01
Gifts in kind
Charitable activities
2
S02
Other trading activities
2
S03
Investments
2
S04
Separate material item of income
S05
Other
S06
S07
Resources expended (Note 5 & 6)
Expenditure on:
Raising funds
3
S08
Charitable activities
3
S09
Gifts in kind
3 & 4
S10
Other
S11
S12
S13
Net gains/(losses) on investments
S14
S15
Extraordinary items
S16
S17
S18
Other gains/(losses)
S19
Net movement in funds *
18
S20
Reconciliation of funds:
S21
S22
Total
Total funds brought forward
Total funds carried forward
Total
Net income/(expenditure) before investment
gains/(losses)
Net income/(expenditure)
Transfers between funds
Other recognised gains/(losses):
Gains and losses on revaluation of fixed assets for the
charity’s own use		 Unrestricted
Funds
Restricted Income
Funds
Endowment
Funds
Total Funds
Prior Year
Funds
£000
£000
£000
£000
£000
F01
F02
F03
F04
F05
114 241 - 356 857
19 - 19 3
3 314 - 317 219
28 28 - 56 24
243 140 - 383 456
- - - - -
6 - - 6 -
414 723 - 1,137 1,559
(220) (6) - (226) (199)
(287) (404) - (692) (708)
(19) - - (19) (3)
(6) - - (6) -
(533)
(411)
-		 (943)
(911)
(119)
312
-		 193
648
10
14		 24
303
(108) 326
-		 218
952
- - -
- - - - -
- - -
- - -
(108) 326
-		 218
952
3,375
3,953
-		 7,328
6,376
3,267
4,279
-		 7,546
7,328

40 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

2

Section B Balance sheet

Fixed assets
Intangible assets
Tangible assets
Heritage assets
Investments (Note 8)
Total fixed assets
Current assets
Stocks
Debtors (Note 9)
Short Term Deposits (Note 11)
Cash at bank and in hand (Note 11)
Total current assets
Creditors: amounts falling due within one
year (Note 10)
Net current assets/(liabilities)
Total assets less current liabilities
Creditors: amounts falling due after one
year
Provisions for liabilities
Total net assets or liabilities
Funds of the Charity
Endowment funds
Restricted income funds (Note 14)
Unrestricted funds (Note 14)
Revaluation reserve
Total funds
Signed by one or two trustees on behalf of all the
trustees		 Guidance Notes
B01
B02
B03
B04

B05
B06
B07
B08
B09

B10
B11

B12

B13
B14
B15
B16
B17
B18
B19
B20

B21		 Unrestricted
Funds
£000
F01		 Restricted
Income
Funds
£000
F02		 Endowment
Funds
Total This Year
£000
£000
F03
F04		 Endowment
Funds
Total This Year
£000
£000
F03
F04		 Total Last
Year
£000
F05
- - - - -
- - - - -
- - - - -
1,957 2,564 - 4,521 4,479
1,957 2,564 - 4,521 4,479
- - - -
-
27 35 - 62 57
872 1,142 - 2,014 -
447 586 - 1,033 2,858
1,346 1,763 - 3,109 2,915
37 48 - 85 66
1,309 1,715 - 3,024 2,849
3,267 4,279 - 7,546 7,328
- - - -
-
- - - -
-
3,267 4,279 - 7,546 7,328
-
-		 - - -
4,279
3,267
-		 -
4,279 -
-
-		 3,953
3,267 -
-		 3,375
-
-
3,267 4,279 - 7,546 7,328
Signature Print Name Date of
approval
dd/mm/yyyy
Steve Allen 08/09/2025
Diane Wake 08/09/2025

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

41

SANDWELL & WEST BIRMINGHAM HEALTHCARE AND HOSPITALS CHARITY - 2024/2025

Notes on the accounts

1. Accounting Policies

(a) Basis of preparation

The Charity is a public benefit entity. The financial statements have been prepared under the historic 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), the Companies Act 2006, the Charities Act 2011 and UK Generally Accepted Practice as it applies from 1 January 2019.

The trustees consider whether it is appropriate to prepare the financial statements on a going concern basis. Following the decision by Trustees to set up an independent charitable company and transfer the assets and operation to the new charity, the Trustees consider that there are no material uncertainties about SWB Charity’s ability to continue as a going concern for at least 12 months from the date that the accounts are to be signed. There are no material uncertainties affecting the current year’s accounts.

In future years, the key risks to the SWB Charity are a fall in income from donations or investment income but the trustees have arrangements in place to mitigate those risks (see the risk management and reserves sections of the annual report for more information).

(b) Funds structure

Where there is a legal restriction on the purpose to which a fund may be put, the fund is classified as restricted.

Restricted funds are those where the donor has provided for the donation to be spent in furtherance of a specified charitable purpose. SWB Charity's restricted funds tend to result from appeals for specified purposes.

Those funds which are not restricted income funds, are classed as unrestricted income funds which are sub analysed between designated (earmarked) funds where the trustees have 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 trustees’ discretion, including the general fund which represents the charity’s reserves. The major funds held in each of these categories are disclosed in note 26.1

(c) 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.

Where there are terms or conditions attached to incoming resources, particularly grants, then these terms or conditions must be met before the income is recognised as the entitlement condition will not be satisfied until that point. Where terms or conditions have not been met or uncertainty exists as to whether they can be met then the relevant income is not recognised in the year but deferred and shown on the balance sheet as deferred income.

(d) Incoming resources from legacies

Legacies are accounted for as incoming resources either upon receipt or where the receipt of the legacy is probable. Receipt is probable when:

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.

(e) Resources expended and irrecoverable VAT

All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs related to each category of expense shown in the Statement of Financial Activities. Expenditure is recognised when the following criteria are met:

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

42 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

(f) Recognition of expenditure and associated liabilities as a result of grant

Grants payable are payments made to linked, related party or third party NHS bodies and non NHS bodies, in furtherance of the charitable objectives of the funds held on trust, primarily relief of those who are sick.

Grant payments are recognised as expenditure when the conditions for their payment have been met or where there is a constructive obligation to make a payment.

A constructive obligation arises when:

• We have made a public announcement about a commitment which is specific enough for the recipient to have a reasonable expectation that they will receive a grant

The trustees have control over the amount and timing of grant payments and consequently where approval has been given by the trustees and any of the above criteria have been met then a liability is recognised. Grants are not usually awarded with conditions attached. However, when they are then those conditions have to be met before the liability is recognised.

Where an intention has not been communicated, then no expenditure is recognised but an appropriate designation is made in the appropriate fund. If a grant has been offered but there is uncertainty as to whether it will be accepted or whether conditions will be met then no liability is recognised but a contingent liability is disclosed.

(g) Allocation of support costs

Support costs are those costs which do not relate directly to a single activity. These include some staff costs, costs of administration, internal and external audit

(h) Fundraising costs

The costs of generating funds are those costs attributable to generating income for the charity, other than those costs incurred in undertaking charitable

(i) Charitable activities

Costs of charitable activities comprise all costs incurred in the pursuit of the charitable objects of the charity. These costs, where not wholly attributable, are apportioned between the categories of charitable expenditure in addition to the direct costs. The total costs of each category of charitable expenditure include an apportionment of support costs as shown in note 4.

(j) Fixed asset 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 (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 current market value quoted by the investment analyst, excluding dividend. Other investments are included at the trustees’ best estimate of market value.

The main form of financial risk faced by the charity is that of volatility in equity markets and investment markets due to wider economic conditions, the attitude of investors to investment risk, and changes in sentiment concerning equities and within particular sectors or sub sectors. Further information on the SWBH Charities investments can be found in note 16.

(k) Debtors

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

(l) Cash and cash equivalents

Cash at bank and in hand is held to meet the day to day running costs of the charity as they fall due. Cash equivalents are short term, highly liquid investments,

(m) 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.

(n) 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 carrying value (purchase date if later). Unrealised gains and losses are calculated as the difference between the market value at the year end and opening carrying value (or purchase date if later).

(o) Staffing/ Pensions

The Charity directly employs all of its staff, with payroll administration outsourced to TGFP. The charity operates two pension provisions. Staff who were formerly substantively employed by Sandwell & West Birmingham NHS Trust participate in the NHS Pension Scheme. For all other employees the Charity offers a NEST pension, which is a defined contribution scheme.

(o) Key Accounting Judgements and estimation of uncertainty

Gifts in kind are accounted for when the charity has entitlement, can be valued accurately, and there is reasonable probability of receipt. Management use judgement to arrive at an appropriate value of gifts in kind.

There are no other significant judgements that management has made in the process of applying the Charity's accounting policies. There are no key assumptions concerning the future, nor other key sources of estimation uncertainty which have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next reporting period .

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25 43

Section C Notes to the accounts (cont) Note 2 Analysis of income

Gifts in Kind
Income from Investments
Other:
Donations and legacies:
Other Trading Activities:
Separate Material Item of
Income
Charitable Activities:		 Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total funds
Prior year
£000
£000
£000
£000
£000
Analysis		 Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total funds
Prior year
£000
£000
£000
£000
£000
Analysis		 Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total funds
Prior year
£000
£000
£000
£000
£000
Analysis		 Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total funds
Prior year
£000
£000
£000
£000
£000
Analysis		 Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total funds
Prior year
£000
£000
£000
£000
£000
Analysis		 Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total funds
Prior year
£000
£000
£000
£000
£000
Analysis
Individual Donations 91 1 - 92 62
CorporateDonations 6 - - 6 -
Legacies 2 144 - 146 696
FundraisingEvent- External 2 - - 2 -
Gift Aid 14 - - 14 1
Midland Metropolitan UniversityHospital - 96 - 96 97
**Total ** 114 241 - 356 857
Gifts in kind 19 - - 19 3
**Total ** 19 - - 19 3
Collections - - - - -
Grant for the Provision of Goods and Services 3 96 - 99 187
Appeals/Campaigns - - - - -
Grant for the Core Funding or General in Nature - - - -
5
Midland Metropolitan University Hospital Grants - 219 - 219 27
Total 3 315 - 318 219
Sale of Merchandise 6 6 - 12 4
Fundraising Event- Internal 16 0 - 16 14
Lotteries 4 - - 4 4
Course Fees - - - - -
General Grants - - - - -
Sponsorships 2 22 - 24 2
Total 28 28 - 56 24
Interest Received 153 - - 153 54
Dividends 90 - - 90 132
Conversion of Endowment Funds into Income - - - -
Gain on disposal of a tangible fixed asset held for
charity's own use		 - - - - -
Gain on Disposal of a Programme Related
Investment		 - - - - -
Other Income Not Listed - - - - -
Royalties from the Exploitation of Intellectual
PropertyRights		 - 140 - 140 270
**Total ** 243 140 - 383 456
Separate Material Item of Income - - - - -
**Total ** - - - - -
Other 7 - - 7 -
**Total ** 7 - - 7 -
414 723 - 1,138 1,559

44 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

Section C Section C Section C Section C Section C Section C Section C
Fundraising agents
Operating charity shops
Expenditure on
charitable
activities
Incurred seeking donations
Operating a trading company undertaking
non-charitable trading activity
Cost of obtaining investment advice
TOTAL EXPENDITURE
Total other expenditure
support costs
Total expenditure on raising funds
Other
bank&Investment charges
Incurred seeking grants
Gifts in Kind
Advertising, marketing, direct mail and
publicity
Note 3
Analysis of expenditure
Start up costs incurred in generating new
source of future income
Rent collection, property repairs and
maintenance charges
Operating membership schemes and social
lotteries
Staging fundraising events
Database development costs
Other trading activities
Analysis
Portfolio management costs
Intellectual property licencing costs
Investment management costs:
Expenditure on
raising funds:
Incurred seeking legacies
Other
Salary recharges
Audit
Total
Gifts in Kind Recognised
Total expenditure on charitable
activities
Charitable Activities*
Investment administration costs		 Analysis of expenditure
Analysis
Incurred seeking donations 3
-		 - 3 0
Incurred seeking legacies - - - - -
Incurred seeking grants - - - - -
Operating membership schemes and social
lotteries		 -
 - - - -
Staging fundraising events -
-		 - -
-
Fundraising agents 195 6
-		 201 180
Operating charity shops - - - - -
Operating a trading company undertaking
non-charitable trading activity		 - - - - -
Advertising, marketing, direct mail and
publicity		 - - - - -
Start up costs incurred in generating new
source of future income		 - - - - -
Database development costs - - - - -
Other trading activities - - - - -
Investment management costs: 22 - - 22 19
Portfolio management costs - - - - -
Cost of obtaining investment advice - - - - -
Investment administration costs - - - - -
Intellectual property licencing costs - - - - -
Rent collection, property repairs and
maintenance charges		 - - - - -
- - - - -
Total expenditure on raising funds 220 6
-		 226 199
Charitable Activities 287 405 - 692 708
Total expenditure on charitable
activities		 287 405 - 692 708
- - - - -
Gifts in Kind Recognised - - - - 3
Total - - - - 3
Salary recharges - - - - -
Audit - - - - -
support costs - - - - -
bank&Investment charges - - - - -
Other 7 - - 7 -
Total other expenditure - - - 7 -
514 411 - 925 911

Other information:

*** Analysis of expenditure on charitable activities**

*** Analysis of expenditure on charitable activities
Other information:**
Activity or programme Activities
undertaken
directly		 Grant
funding
of
activities		 Support
Costs		 Total this
year		 Total
prior year
£000 £000 £000 £000 £000
CommunityResilience 52 - 7 59 117
Education and Staff Development 54 - 7 61 87
Infrastructure and Equipment 143 - 20 163 179
Research & Innovation 206 - 29 235 261
Midland Metropolitan Hospital 153 - 21 174 64
Total 608 - 84 692 708

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25 45

Section C Notes to the accounts (cont)

Note 4 Gifts in Kind

£19,231.00 worth of gifts in kind was provided during 2024-25 by our corporate and community partners.

46 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

Section C
Notes to the accounts
(cont)		 Section C
Notes to the accounts
(cont)		 Section C
Notes to the accounts
(cont)		 Section C
Notes to the accounts
(cont)		 Section C
Notes to the accounts
(cont)		 Section C
Notes to the accounts
(cont)		 Section C
Notes to the accounts
(cont)		 Section C
Notes to the accounts
(cont)		 Section C
Notes to the accounts
(cont)
Note 5
Support Costs
Please complete this note if the charity has analysed its expenses using activity categories and has support costs.
Support cost(examples) Community
Resilience
Education and
Staff
Development
Fundraising
cost
Infrastructure
and equipment
Other
Research &
Innovation
MMH
£000
£000
£000
£000
£000
£000
£000		 Grand total
£
SalaryRecharges- FundraisingCost - - 163 - - - - 163
Salary (DirectlyEmployed) 32 32
SalaryRecharges - - - - - 73 6 79
Audit 1 1 - 4 - 5 4 15
Support cost 6 7 - 18 - 25 19 75
Bank & Investment Charge - - - - 1 - - 1
Total 7 8 195 22 1 103 29 365

Support costs have been apportioned based on total theme expenditure.

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25 47

Section C
Notes to the accounts
The audit fee for the year was £12,250 plus VAT.
Audit fees
Note 6
Details of certain items of expenditure
`
This year
£000		 Last year
£000
15 9

48 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

Section C Notes to the accounts

(cont)

Note 7 Grantmaking to external organisations

The charity provides commissions rather than grants to the connected NHS Trust, these are directly for the benefit of the hospitals and are defined as such to reflect impact reporting requirements to Charity Trustee Board. Total spend on commissions are included within charitable activities expenditure in note 3.

The charity paid grants to external organisations totalling £225,877.00

Individual grants of > £10,000 were made to the following institutions:

Name of institution £ University of Birmingham 80,000 Eastside Projects 76,635 Spectra Arts CIC 12,850

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25 49

Section C Notes to the accounts (cont)

Note 8 Investment assets

8.1 Fixed assets investments (please provide for each class of investment)

Carrying (fair) value at beginning of period
Add:additions to investments during period
Less:disposals at carrying value
Less: impairments
Add: Reversal of impairments
Add/(deduct):transfer in/(out) in the period
Add/(deduct):*net gain/(loss) on revaluation
Carrying (fair) value at end of year		 Cash & cash
equivalents		 Listed
investments		 Investment properties Social
investments		 Other Total
£000 £000 £000 £000 £000 £000
42 4,479 - - - 4,521

-		 1,595 - - - 1,595
(1,609) - - - (1,609)
- - - - - -
- - - - - -
(11)
0		 - - - -
11
- 25 - - - 25
31 4,490 - - - 4,521

*Please specify additions resulting from acquisitions through business combinations, if any.

Please note that Fair Value in this context is the amount for which an asset could be exchanged between knowledgeable and willing parties in an arm's length transaction. For traded securities, the fair value is the value of the security quoted on the London Stock Exchange Daily Official List or equivalent. For other assets where there is no market price on a traded market, it is the trustees' or valuers' best estimate of fair value.

8.2 Please provide a breakdown of investments shown above agreeing with the balance sheet differentiating between those held at fair value and those held at cost less impairment.

Analysis of investments Gilts & Corporate Bonds UK Equities US Equities European Equities Japanese Equities Asia Pacific Equities Emerging Market Equities Global Equities Absolute Return Property Other Alternatives Cash Grand total (Fair value at year end+Cost less impairment)

Fair value at year end Cost less impairment
£000 £000
778 -
670 -
1,268 -
314 -
148 -
277 -
46 -
457 -
75 -
94 -
299 -
95 -
4,521 -

50 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

Section C Notes to the accounts (cont) Note 9 Debtors and prepayments Please complete this note if the charity has any debtors or prepayments.

Please complete this note if the charity has any
debtors or prepayments.
Note 9
Debtors and prepayments
9.1 Analysis of debtors
Trade debtors
Prepayments and accrued income
Other debtors		 This year
£000		 Last year
£000
- -
62 57
- -
62 57

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25 51

Section C Notes to the accounts

(cont)

Note 10 Creditors and accruals

Please complete this note if the charity has any creditors or accruals.

10.1 Analysis of creditors

Accruals for grants payable

Bank loans and overdrafts

Trade creditors

Payments received on account for contracts or performance-related grants

Accruals and deferred income

Taxation and social security Other creditors

Total Amounts falling due within
one year		 Amounts falling due within
one year		 Amounts falling due after
more than one year		 Amounts falling due after
more than one year
This year
£000		 Last year
£000		 This year
£000		 Last year
£000
- - - -
- - - -
24 13 - -
- - - -
53 53 - -
8 - - -
-

 -
 - -
~~85~~ ~~66~~ ~~-~~ ~~-~~

52 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

Section C Notes to the accounts (cont)

Note 11
Cash at bank and in hand
Other
Cash at bank and on hand
Total
Short term cash investments (less than 3 months maturity date)
Short term deposits
This year
£000		 Last year
£000
-
2,014 2,068
1,033 790
-
3,047 2,858

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25 53

Section C

Notes to the accounts (cont)

Note 12 Fair value of assets and liabilities

12.1 Please provide details of the charity's exposure to credit risk (the risk of incurring a loss due to a debtor not paying what is owed) , liquidity risk (the risk of not being able to meet short term financial demands) and market risk (the risk that the value of an investment will fall due to changes in the market) arising from financial instruments to which the charity is exposed at the end of the reporting period and explain how the charity manages those risks.

As Debtors are immaterial, the charity is not exposed to Credit risk.

12.2 Please give details of the amount of change in the fair value of basic financial instruments (debtors, creditors, investments (see section 11, FRS 102 SORP)) measured at fair value through the SoFA that is attributable to changes in credit risk.

There have been no changes in fair value due to credit risk.

54 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

Section C Notes to the accounts (cont)

Note 13 Events after the end of the reporting period

Please complete this note events (not requiring adjustment to the accounts) have occurred after the end of the reporting period but before the accounts are authorised which relate to conditions that arose after the end of the reporting period.

Please provide details of the nature of the event

Provide an estimate of the financial effect of the event or a statement that such an estimate cannot be made

No events have occurred after the reporting date which require reporting. No estimate is required as there have been no events that require reporting.

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

55

Fund
balances
carried
forward
£000		 788 124 105 455 137 867 142 29 73 44 39 61 43 109 31 773 459 4,279 11 3,256 7,546
Gains and
losses
£000		 - - - - - - - - - - - - - - -
14
14		 10
24
Transfers
£000		 - - - - - - - - - - - - - - - - - - -
-
Expenditure
£000		 (41) (3) (70) (145) - (109) - - - - -
(3)		 -
(3)		 - - (37) (411) (533) (943)
Income
£000		 - - - 315 - 168 17 - 15 - - - - - 129 79 723 414 1,137
Fund balances
brought
forward
£000		 829 127 175 285 137 808 125 29 58 44 39 64 43 112 31 644 403 3,953 3,375 7,328

Purpose and Restrictions		 BMEC THEATRE EQUIPMENT PHARMACY ROBOT- MMH RESEARCH POSTS UHB ENHANCING THE EXPERIENCE OF STAFF,
PATIENTS AND THEIR FAMILIES THROUGH
DEVELOPMENTS AT MIDLAND MET
HOSPITAL		 ENHANCING CANCER RESEARCH GRANTS/ROYALTIES ENHANCING EYE TRAINING AND
RESEARCH		 ENHANCING THE EXPERIENCE OF
TOXICOLOGY STAFF, PATIENTS AND
THEIR FAMILIES		 ENHANCING THE EXPERINCE OF
VOLUNTEERS		 ENHANCING BREAST SURGERY AND
SURGERY RESEARCH		 ENHANCING THE EXPERIENCE OF
OPHTHALMOLOGY STAFF, PATIENTS AND
THEIR FAMILIES		 ENHANCING THE EXPERIENCE OF
VOLUNTEERS		 ENHANCING THE EXPERIENCE OF
GASTROENTERLOGY STAFF, PATIENTS
AND		 THEIR FAMILIES STAFF WELLBEING ENHANCING THE EXPERIENCE OF STAFF,
PATIENTS AND THEIR FAMILIES		 ENHANCING THE EXPERIENCE OF STAFF,
PATIENTS AND THEIR FAMILIES		 ENHANCING THE EXPERIENCE OF STAFF,
PATIENTS AND THEIR FAMILIES		 Total Funds
Type PE, EE
**R or UR ***		 R R R R R R R R R R R R R R R R R R UR
Fund names THE OAKLEY THEATRE EQUIPMENT
FUND		 PHARMACY MIDLAND METROPOLITAN HOSPITAL -
LEUKAEMIA RESEARCH		 MIDLAND METROPOLITAN HOSPITAL-
APPEAL FUND		 CANCER DEVELOPMENT CHILDREN'S THERAPIES TRUST FUND OPTHALMIC/BMEC RESEARCH AND
TRAINING FUND		 LEONARD DYER LEGACY WoW Project Fund BREAST RESEARCH FUND EYE OCULUS COURSE FUND G008VOL DR N TRUDGILL DISCRETIONARY FUND SKIN GENERAL PURPOSES FUND SUSTAINABILITY TRUST FUND Restricted Income Fund OTHER FUNDS TOTAL RESTRICTED FUNDS TOTAL UNRESTRICTED FUNDS

56 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

Fund
balances
carried
forward
£000		 829 127 175 285 137 808 125 29 58 - 44 - 39 64 112 350 644
126
3,953
3,375
7,328
Gains and
losses
£000		 - - - - - - - - - - - - - - - - - 163 163 140 303
Transfers
£000		 - - - - - - - - - - - - - - - - - - - - - -
-
Expenditure
£000		 - - (35) (109) - (112) (76) - - 27 - - (59)
(1)		 - - (52) (484) (424) (908)
Income
£000		 6 - - 123 - 270 45 - - 51 27 - - - 70 34 - 644 35 1,203 3,306
353		 1,556
Fund balances
brought
forward
£000		 823 127 210 271 137 651 156
41		 109 - 44 - 39 53 79 350 - (20) 3,070 6,376

Purpose and Restrictions		 BMEC THEATRE EQUIPMENT PHARMACY ROBOT- MMH RESEARCH POSTS UHB ENHANCING THE EXPERIENCE OF STAFF,
PATIENTS AND THEIR FAMILIES THROUGH
DEVELOPMENTS AT MIDLAND MET
HOSPITAL		 ENHANCING CANCER RESEARCH GRANTS/ROYALTIES ENHANCING EYE TRAINING AND
RESEARCH		 ENHANCING THE EXPERIENCE OF
TOXICOLOGY STAFF, PATIENTS AND THEIR
FAMILIES		 ENHANCING THE EXPERINCE OF
VOLUNTEERS		 GRANT - INDEPENDENT DOMESTIC
VIOLENCE ADVOCATE PROJECT		 ENHANCING BREAST SURGERY AND
SURGERY RESEARCH		 ENHANCING CARDIOLOGY RESEARCH ENHANCING THE EXPERIENCE OF
OPHTHALMOLOGY STAFF, PATIENTS AND
THEIR FAMILIES		 ENHANCING THE EXPERIENCE OF
VOLUNTEERS		 ENHANCING THE EXPERIENCE OF
DERMATOLOGY STAFF, PATIENTS AND
THEIR FAMILIES		 UNREALISED GAINS FROM INVESTMENTS ENHANCING THE EXPERIENCE OF STAFF,
PATIENTS AND THEIR FAMILIES		 ENHANCING THE EXPERIENCE OF STAFF,
PATIENTS AND THEIR FAMILIES		 ENHANCING THE EXPERIENCE OF STAFF,
PATIENTS AND THEIR FAMILIES		 Total Funds
Type PE, EE
**R or UR ***		 R R R R R R R R R R R R R R R R R R R UR
Fund names THE OAKLEY THEATRE EQUIPMENT
FUND		 PHARMACY MIDLAND METROPOLITAN HOSPITAL -
LEUKAEMIA RESEARCH		 MIDLAND METROPOLITAN HOSPITAL-
APPEAL FUND		 CANCER DEVELOPMENT CHILDREN'S THERAPIES TRUST FUND OPTHALMIC/BMEC RESEARCH AND
TRAINING FUND		 LEONARD DYER LEGACY WoW Project Fund IDVA FUND BREAST RESEARCH FUND ACADEMIC CARDIOLOGY RESEARCH EYE OCULUS COURSE FUND G008VOL SKIN GENERAL PURPOSES FUND SWBH REVALUATION RESERVE Restricted Income Fund OTHER FUNDS TOTAL RESTRICTED FUNDS TOTAL UNRESTRICTED FUNDS

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25 57

Section C Notes to the accounts (cont)

Note 14 Charity funds (cont)

14.3 Transfers between funds

14.3 Transfers between funds
Amount
£ '000s
Between unrestricted and restricted funds Simplification of the Charity structure was continued this year in order to report to the Charity Trustee Board -
Between endowment and restricted funds No endowment funds held -
Between endowment and unrestricted funds No endowment funds held -

14.4 Designated funds

All unrestricted funds are considered to be designated with the exception of: HOSPITAL GENERAL FUND 0012 TRUST CHARITY 2111

Of the Charity's Designated Funds, the following Material Fund balances are detailed below:-

Fund Balance £ Purpose Spend Plan
273,900.45 Enhancing the experience of ophthalmology staff,
5193 OPTHALMIC SUPPORT FUND patients and their families Fundraising team are liaising with Fund Ambassador's to establish a spend plan for 2025/26
233,628.42 Enhancing the experience of staff, patients and
7005-1 COVID-19 their families relating to Covid-19 Fundraising team are liaising with Fund Ambassador's to establish a spend plan for 2025/26
149,018.75 Enhancing the experience of oncology staff,
0082 Amalgamated Oncology Fund - Historical patients and their families Fundraising team are liaising with Fund Ambassador's to establish a spend plan for 2025/26
144,492.45 Enhancing the experience of urology staff,
0045 UROLOGY FUND patients and their families Fundraising team are liaising with Fund Ambassador's to establish a spend plan for 2025/26
125,395.67 Enhancing the experience of staff, patients and
0915 ADMIN APPORTIONMENT - HOLDING C their families Fundraising team are liaising with Fund Ambassador's to establish a spend plan for 2025/26
84,202.95 Enhancing the experience of cardiology staff,
1375 CLINICAL CARDIOLOGY patients and their families Fundraising team are liaising with Fund Ambassador's to establish a spend plan for 2025/26
81,218.58 Enhancing the experience of breast surgery staff,
5186 BREAST SURGERY FUND patients and their families Fundraising team are liaising with Fund Ambassador's to establish a spend plan for 2025/26
76,659.37 Enhancing the experience of T & O staff, patients
9020 T&O CHARITY FUND and their families Fundraising team are liaising with Fund Ambassador's to establish a spend plan for 2025/26
65,791.12 Enhancing the experience of Leasowes staff,
1035 LEASOWES INTERMEDIATE CARE CE patients and their families Fundraising team are liaising with Fund Ambassador's to establish a spend plan for 2025/26
62,892.86 Enhancing the experience of imaging staff,
5085 X-RAY DEPARTMENT patients and their families Fundraising team are liaising with Fund Ambassador's to establish a spend plan for 2025/26
52,084.86 Enhancing the experience of patients and their
UPPER GI BLUES families Fundraising team are liaising with Fund Ambassador's to establish a spend plan for 2025/26
47,796.93 Enhancing the experience of pathology staff,
0056 MICROBIOLOGY NO.2 FUND patients and their families Fundraising team are liaising with Fund Ambassador's to establish a spend plan for 2025/26
41,815.04 Enhancing the experience of Cancer, patients and
2009 CANCER their families Fundraising team are liaising with Fund Ambassador's to establish a spend plan for 2025/26
41,628.17 Enhancing the experience of acute respiratory
0097 RESPIRATORY MEDICINE FUND staff, patients and their families Fundraising team are liaising with Fund Ambassador's to establish a spend plan for 2025/26
40,514.26 Enhancing the experience of
gastroenterology/hepatology staff, patients and
0180 GASTROENTEROLOGY AND HEPATO their families Fundraising team are liaising with Fund Ambassador's to establish a spend plan for 2025/26
39,613.79 Enhancing the experience of ED staff, patients
0102 Emergency Medicine Fund and their families Fundraising team are liaising with Fund Ambassador's to establish a spend plan for 2025/26
30,362.49 Enhancing the experience of critical care staff,
0146 CRITICAL CARE (ITU) SERVICES patients and their families Fundraising team are liaising with Fund Ambassador's to establish a spend plan for 2025/26

58 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

Section C Notes to the accounts (cont)

Note 15 Transactions with trustees and related parties

If the charity has any transactions with related parties (other than the trustee expenses explained in guidance notes) details of such transactions should be provided in this note. If there are no transactions to report, please enter “True” in the box or "False" if there are transactions to report.

15.1 Trustee remuneration and benefits

None of the trustees have been paid any remuneration or received any other benefits from an employment with their charity or a related entity (True or False)

TRUE

15.2 Trustees' expenses

If the charity has paid trustees expenses for fulfilling their duties, details of such transactions should be provided in this note. If there are no transactions to report, please enter “True” in the box below. If there are transactions to report, please enter "False".

No trustee expenses have been incurred (True or False) FALSE

Travel Expenses were paid to the Chair of the Charity Trustee Board totalling to £79.00 in 24/25

15.3 Transaction(s) with related parties

Please give details of any transaction undertaken by (or on behalf of) the charity in which a related party has a material interest, including where funds have been held as agent for related parties. If there are no such transactions, please enter 'true' in the box provided.

There have been no related party transactions in the reporting period (True or False)

FALSE

Sandwell and West Birmingham Hospitals NHS Trust is considered to be related party. The Sandwell and West Birmingham Hospitals NHS Trust (members of the Corporate Trustee are also members of the Trust Board) had a turnover in 2024/25 of £817,800,000 (£726,059,000 in 2023/24) with a reported operating deficit of (£140,731,000) (surplus £29,148,000 in 2023/24).

The Charitable funds reimbursed Sandwell and West Birmingham Hospitals NHS Trust £242,138 (£179,892 2023/24) for the costs of staff employed by the Trust but working on behalf of the Charities and for the purposes of the Charities in 2024/25.

The Charitable funds has an amount owing to Sandwell and West Birmingham Hospitals NHS Trust of £23.878 at 31 March 2025 (£13,461 at 31 March 2024).

16.1 Volunteers

Your City and Metropolitan Hospitals Charity is very proud to be supported by a number of volunteer roles that are essential to the functioning of the team:

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25 59

Section C Notes to the accounts (cont) Note 17 Additional Disclosures The following are significant matters which are not covered in other notes and need to be included to provide a proper understanding of the accounts. If there is insufficient room here, please add a separate sheet.

There are no significant matters for the Charity to disclose that are not covered in others notes in these accounts.

60 YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25

Notes to the accounts (cont)

Note 18

Cash flow for year ending 31st March 2025

Notes
Cash flows from operating activities
Net Cash used in operating activities
Cash flows from investing activities
Interest Income
Proceeds from sale of investments
Purchase of investments
Net Cash provided by (used in) investing activities
Increase(decrease) in cash and cash equivalents in year
Cash and cash equivalents at the beginning of the year
Total Cash and cash equivalents at the end of the year		 Total Funds
31st March 2025
£000
(36)
(36)
243
1,609
(1,595)
257
222
2,858
3,080		 Total Funds
31st March 2024
£000
(1,532)
(1,532)
186
556
(541)
201
(1,331)
2,121
790

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

Net income/(expenditure) for the reporting period (as
(Gains)/Losses on investment
Unrealised Gains/Loss on investment
Dividends and interest from investments
(increase)/decrease in debtors
(increase)/decrease in short term investments
Increase/(decrease)in creditors
Net cash provided by (used in) operating activities		 31st March 2025
£000
218
0
(24)
(243)
(5)
0
18
(36)		 31st March 2024
£000
952
0
(303)
(186)
122
(2,021)
(96)
(1,532)

YOUR CITY & METROPOLITAN HOSPITALS ANNUAL REPORT AND ACCOUNTS 2024-25 61

Section o Notes to the accounts (cont)

Note 19 Analysis of Staff Costs and Renumueration of Key Management Personnel

2025 2024
Wages and Salaries (Employed Directly) 28,057.01 0
Social Security Costs 2,068.55 0
Pension contribution 3537.25 0
33,662.81 0
Termination Payments 0 (2024: Nil)
2025 2024
Average number of employee 1 0
The total number of employees whose employeee benefits (excluding employer pension and employer NIC) exceeeded £60,000 was:
2025 2024
60,000 to 70,000 0 0
70,001 to 80,000 0 0
80,001 to 90,000 0 0

The total amount of employee benefits (including employer pension and employer NIC) received by key management personnel for their services to the charity was £26,466.27 (2024: 25) This represents two members of staff that TUPE'd over from Sandwell and West Birmingham Hospitals NHS Trust to Sandwell and West Birmingham Healthcare And Hospitals Charity on 1st February 2025

Midland Metropolitan University Hospital

Grove Lane Smethwick B66 2QT Tel: 0121 553 1831

Sandwell Health Campus

(formerly Sandwell General Hospital) Lyndon West Bromwich West Midlands B71 4HJ Tel: 0121 553 1831

City Health Campus

(formerly City Hospital) Dudley Road Birmingham West Midlands B18 7QH Tel: 0121 554 3801

Birmingham Midland Eye Centre (BMEC)

Dudley Road Birmingham West Midlands B18 7QH Tel: 0121 507 4440

Rowley Regis Hospital

Moor Lane Rowley Regis West Midlands B65 8DA Tel: 0121 507 6300