01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Other
- Registered
- 15 August 1995
- Removed
- Not supplied
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £828,219
- Latest expenditure
- £722,910
- Gift Aid
- Yes
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Morecambe Bay Hospitals NHS Trust, Royal Lancaster Infirmary, Ashton Road, Lancaster, LA1 4RP
Website recorded by the regulator: www.mbhcharity.org (displayed as text)
02 Activities
What the charity does
The Charity's aim is to use the donations received to enhance the services provided by University Hospitals of Morecambe Bay NHS Foundation Trust, thereby improving patient care. This is acheived through the provision of additional equipment, services, training and education. The Charity also funds items directly related to patient and staff welfare which could not be purchased using NHS funds.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 27 January 2026
- Date Accounts Received
- 27 January 2026
- Total Gross Income
- £828,219
- Total Gross Expenditure
- £722,910
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 January 2025
- Date Annual Return Received
- 28 January 2025
- Date Accounts Received
- 28 January 2025
- Total Gross Income
- £1,685,639
- Total Gross Expenditure
- £741,570
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 14 May 2024
- Date Accounts Received
- 14 May 2024
- Total Gross Income
- £964,811
- Total Gross Expenditure
- £758,931
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 January 2023
- Date Annual Return Received
- 13 December 2022
- Date Accounts Received
- 13 December 2022
- Total Gross Income
- £773,074
- Total Gross Expenditure
- £566,278
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 January 2022
- Date Annual Return Received
- 29 October 2021
- Date Accounts Received
- 29 October 2021
- Total Gross Income
- £630,890
- Total Gross Expenditure
- £626,409
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 27 January 2026
- Total Gross Income
- £828,219
- Total Gross Expenditure
- £722,910
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 28 January 2025
- Total Gross Income
- £1,685,639
- Total Gross Expenditure
- £741,570
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 14 May 2024
- Total Gross Income
- £964,811
- Total Gross Expenditure
- £758,931
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 13 December 2022
- Total Gross Income
- £773,074
- Total Gross Expenditure
- £566,278
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Grant Making Is Main Activity
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 29 October 2021
- Total Gross Income
- £630,890
- Total Gross Expenditure
- £626,409
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Grant Making Is Main Activity
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 27 January 2026
- Income Donations And Legacies
- 779078
- Income Other Trading Activities
- 7718
- Income Charitable Activities
- 0
- Income Investments
- 41423
- Income Other
- 0
- Income Total Income And Endowments
- 828219
- Income Legacies
- 489043
- Income Endowments
- 0
- Expenditure Raising Funds
- £630
- Expenditure Charitable Expenditure
- £722,280
- Expenditure Other
- 0
- Expenditure Total
- 722910
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 31371
- Expenditure Support Costs
- 244680
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,252,876
- Assets Total Liabilities
- £191,187
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £3,061,689
- Creditors One Year Total Current
- 191187
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £2,754,311
- Funds Endowment
- 0
- Funds Unrestricted
- 1129888
- Funds Restricted
- 1931801
- Funds Total
- 3061689
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 28 January 2025
- Income Donations And Legacies
- 1637135
- Income Other Trading Activities
- 19626
- Income Charitable Activities
- 0
- Income Investments
- 28878
- Income Other
- 0
- Income Total Income And Endowments
- 1685639
- Income Legacies
- 943006
- Income Endowments
- 0
- Expenditure Raising Funds
- £2,920
- Expenditure Charitable Expenditure
- £738,650
- Expenditure Other
- 0
- Expenditure Total
- 741570
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 34892
- Expenditure Support Costs
- 194365
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,146,248
- Assets Total Liabilities
- £189,867
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,956,381
- Creditors One Year Total Current
- 189867
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,995,981
- Funds Endowment
- 0
- Funds Unrestricted
- 882229
- Funds Restricted
- 2074152
- Funds Total
- 2956381
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 14 May 2024
- Income Donations And Legacies
- 946524
- Income Other Trading Activities
- 10835
- Income Charitable Activities
- 0
- Income Investments
- 7452
- Income Other
- 0
- Income Total Income And Endowments
- 964811
- Income Legacies
- 476966
- Income Endowments
- 0
- Expenditure Raising Funds
- £44,135
- Expenditure Charitable Expenditure
- £714,796
- Expenditure Other
- 0
- Expenditure Total
- 758931
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 19993
- Expenditure Support Costs
- 119752
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,247,290
- Assets Total Liabilities
- £234,978
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,012,312
- Creditors One Year Total Current
- 234978
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,686,465
- Funds Endowment
- 0
- Funds Unrestricted
- 902484
- Funds Restricted
- 1109828
- Funds Total
- 2012312
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 13 December 2022
- Income Donations And Legacies
- 770449
- Income Other Trading Activities
- 2474
- Income Charitable Activities
- 0
- Income Investments
- 151
- Income Other
- 0
- Income Total Income And Endowments
- 773074
- Income Legacies
- 466110
- Income Endowments
- 0
- Expenditure Raising Funds
- £12,804
- Expenditure Charitable Expenditure
- £553,474
- Expenditure Other
- 0
- Expenditure Total
- 566278
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 4923
- Expenditure Support Costs
- 85179
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,916,841
- Assets Total Liabilities
- £110,409
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,806,432
- Creditors One Year Total Current
- 110409
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,454,679
- Funds Endowment
- 0
- Funds Unrestricted
- 797190
- Funds Restricted
- 1009242
- Funds Total
- 1806432
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 29 October 2021
- Income Donations And Legacies
- 628796
- Income Other Trading Activities
- 1233
- Income Charitable Activities
- 0
- Income Investments
- 861
- Income Other
- 0
- Income Total Income And Endowments
- 630890
- Income Legacies
- 153886
- Income Endowments
- 0
- Expenditure Raising Funds
- £5,865
- Expenditure Charitable Expenditure
- £620,544
- Expenditure Other
- 0
- Expenditure Total
- 626409
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 9432
- Expenditure Support Costs
- 96410
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,663,965
- Assets Total Liabilities
- £64,329
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,599,636
- Creditors One Year Total Current
- 64329
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,555,423
- Funds Endowment
- 0
- Funds Unrestricted
- 777424
- Funds Restricted
- 822212
- Funds Total
- 1599636
- Count Employees
- 0
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Cumbria
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Lancashire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
08 Official extract
Charity Event History
- Charity Name
- BAY HOSPITALS CHARITY
- Charity Event Order
- 3
- Event Type
- Asset transfer in
- Date Of Event
- 2018-06-06T00:00:00
- Reason
- Transfer of funds
- Assoc Organisation Number
- 5014597
- Assoc Registered Charity Number
- 1141779
- Assoc Charity Name
- FIGHTING OESOPHAGEAL REFLUX TOGETHER
- Charity Name
- BAY HOSPITALS CHARITY
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1995-08-15T00:00:00
- Charity Name
- BAY HOSPITALS CHARITY
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2017-06-07T00:00:00
- Reason
- Transfer of funds
- Assoc Organisation Number
- 1010872
- Assoc Registered Charity Number
- 1010872
- Assoc Charity Name
- LEAGUE OF FRIENDS OF WESTMORLAND GENERAL HOSPITAL
- Charity Name
- BAY HOSPITALS CHARITY
- Charity Event Order
- 4
- Event Type
- Asset transfer in
- Date Of Event
- 2023-06-06T00:00:00
- Reason
- Funds transferred (gi)
- Assoc Organisation Number
- 703057
- Assoc Registered Charity Number
- 703057
- Assoc Charity Name
- THE LANCASTER AND DISTRICT SPECIAL CARE BABY UNIT FUND
- Charity Name
- BAY HOSPITALS CHARITY
- Charity Event Order
- 5
- Event Type
- Asset transfer in
- Date Of Event
- 2024-08-02T00:00:00
- Reason
- Does not operate
- Assoc Organisation Number
- 701746
- Assoc Registered Charity Number
- 701746
- Assoc Charity Name
- 'HEART CONCERN' LANCASTER, MORECAMBE AND DISTRICT HEART SUPPORT GROUP
09 Official extract
Charity Governing Document
- Governing Document Description
- DECLARATION OF TRUST DATED 25/07/1995AS AMENDED BY DEED DATED 26 OCT 2016
- Charitable Objects
- FOR ANY CHARITABLE PURPOSE OR PURPOSES RELATING TO THE NATIONAL HEALTH SERVICE.
- Area Of Benefit
- NOT DEFINED
10 Official extract
Charity Other Names
- Charity Name Id
- 287049
- Charity Name Type
- Previous name
- Charity Name
- LANCASTER ACUTE HOSPITALS CHARITY
- Charity Name Id
- 287053
- Charity Name Type
- Previous name
- Charity Name
- MORECAMBE BAY HOSPITALS CHARITY
11 Official extract
Charity Policy
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Investment
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Investing charity funds policy and procedures