MWL NHS Charity

Charity Number: 1053125
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To provide equipment, comfort items and therapeutic aids for patients. Provide education and training for both patients and staff.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £470,000
Total expenditure: £465,000

People

1 Trustee(s)

10 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Other Charitable Activities
Where the charity operates:
  • Knowsley
  • Lancashire
  • Sefton
  • St Helens

Governance

Registration history:
  • 19 July 2005: Standard registration
  • 17 October 2005: Removed (Funds spent (by trustees))
Organisation type:
Other
Other names:
  • THE ST HELENS AND KNOWSLEY HOSPITALS CHARITABLE FUND (Previous name)
  • WHISTON AND ST HELENS HOSPITALS CHARITY (Previous name)
  • WHISTON AND ST HELENS HOSPITALS' CHARITY (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

1 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Mersey and West Lancashire Teaching Hospitals NHS Trust Trustee 01 July 2023
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £255.23k £303.46k £163.37k £152.25k £571.00k
Total expenditure £250.93k £244.93k £130.04k £156.01k £465.00k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies N/A N/A N/A N/A £402.00k
Income - Other trading activities N/A N/A N/A N/A £0
Income - Charitable activities N/A N/A N/A N/A £10.00k
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £58.00k
Income - Other N/A N/A N/A N/A £0
Income - Legacies N/A N/A N/A N/A £232.00k
Expenditure - Charitable activities N/A N/A N/A N/A £418.00k
Expenditure - Raising funds N/A N/A N/A N/A £47.00k
Expenditure - Governance N/A N/A N/A N/A £17.00k
Expenditure - Grants institution N/A N/A N/A N/A £356.00k
Expenditure - Investment management N/A N/A N/A N/A £0
Expenditure - Other N/A N/A N/A N/A £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets N/A N/A N/A N/A £0
Long-term investments N/A N/A N/A N/A £83.00k
Other assets N/A N/A N/A N/A £1.79m
Defined benefit pension scheme asset or liability N/A N/A N/A N/A £0
Total liabilities N/A N/A N/A N/A £222.00k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 27 January 2025 On Time
Accounts and TAR 31 March 2024 27 January 2025 On Time Download Open in new window
Annual return 31 March 2023 31 January 2024 On Time
Accounts and TAR 31 March 2023 31 January 2024 On Time Download Open in new window
Annual return 31 March 2022 16 January 2023 On Time
Accounts and TAR 31 March 2022 16 January 2023 On Time Download Open in new window
Annual return 31 March 2021 18 January 2022 On Time
Accounts and TAR 31 March 2021 18 January 2022 On Time Download Open in new window
Annual return 31 March 2020 26 January 2021 On Time
Accounts and TAR 31 March 2020 26 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

DECLARATION OF TRUST DATED 05/01/1996 AS AMENDED ON 22 JUN 2017 as amended on 01 Jul 2023

Charitable objects

FOR ANY CHARITABLE PURPOSE OR PURPOSES RELATING TO THE NATIONAL HEALTH SERVICE

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Linked charities

Linked charities
Linked charity 1053125-17 CARDIAC REHABILITATION FUND
Governing document
DECLARATION OF TRUST DATED 17 FEBRUARY 1997
Charitable objects
FOR THE RELIEF OF SICKNESS OF PATIENTS WHO ARE OR HAVE BEEN TREATED BY THE ST HELENS AND KNOWSLEY NHS TRUST BY THE PURCHASE OF CARDIAC EQUIPMENT
Area of benefit
NOT DEFINED
Registration history
  • 19 July 2005 : Standard registration
  • 17 October 2005 : Removed

Contact information

Address:
Whiston Hospital
Warrington Road
PRESCOT
L35 5DR
Phone:
07776527287
Email:
Victoria.Burrows@merseywestlancs.nhs.uk
Website:

www.merseywestlancs.nhs.uk Open in new window