01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Other
- Registered
- 26 April 1996
- Removed
- Not supplied
- Financial period
- 1 April 2025 – 31 March 2026
- Latest income
- £426,000
- Latest expenditure
- £808,000
- Gift Aid
- Yes
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: FINANCE DEPT - EASTHOLME BUILDING, DIANA PRINCESS OF WALES HOSPITAL, SCARTHO ROAD, GRIMSBY, NORTH EAST LINCOLNSHIRE, DN33 2BA
Website recorded by the regulator: https://healthtreefoundation.org.uk (displayed as text)
02 Activities
What the charity does
The Umbrella Charity of Northern Lincolnshire & Goole NHS Foundation Trust covers Diana Princess of Wales Hospital Charity, Scunthorpe General Hospital Charity, Goole District Hospital Charity, NHS North Lincolnshire Charity and North East Lincs CTP Charity. Funds are used for the Benefit and Welfare of our patients and staff.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2025
- Fin Period End Date
- 31 March 2026
- Ar Cycle Reference
- AR26
- Reporting Due Date
- 31 January 2027
- Date Annual Return Received
- 8 September 2026
- Date Accounts Received
- 8 September 2026
- Total Gross Income
- £426,000
- Total Gross Expenditure
- £808,000
- 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
- 4 November 2025
- Date Accounts Received
- 4 November 2025
- Total Gross Income
- £967,000
- Total Gross Expenditure
- £683,000
- 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
- 11 October 2024
- Date Accounts Received
- 11 October 2024
- Total Gross Income
- £662,000
- Total Gross Expenditure
- £765,000
- 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 December 2023
- Date Accounts Received
- 14 December 2023
- Total Gross Income
- £904,000
- Total Gross Expenditure
- £1,355,000
- 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
- 16 December 2022
- Date Accounts Received
- 16 December 2022
- Total Gross Income
- £770,000
- Total Gross Expenditure
- £774,000
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR26
- Fin Period Start Date
- 1 April 2025
- Fin Period End Date
- 31 March 2026
- Ar Due Date
- 31 January 2027
- Ar Received Date
- 8 September 2026
- Total Gross Income
- £426,000
- Total Gross Expenditure
- £808,000
- Grant Making Is Main Activity
- No
- 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
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 4 November 2025
- Total Gross Income
- £967,000
- Total Gross Expenditure
- £683,000
- Grant Making Is Main Activity
- Yes
- 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
- 10
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 11 October 2024
- Total Gross Income
- £662,000
- Total Gross Expenditure
- £765,000
- 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
- 10
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- 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 December 2023
- Total Gross Income
- £904,000
- Total Gross Expenditure
- £1,355,000
- 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
- 50
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- 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
- 16 December 2022
- Total Gross Income
- £770,000
- Total Gross Expenditure
- £774,000
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- 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
- 50
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 4 November 2025
- Income Donations And Legacies
- 777000
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 153000
- Income Investments
- 37000
- Income Other
- 0
- Income Total Income And Endowments
- 967000
- Income Legacies
- 682000
- Income Endowments
- 0
- Expenditure Raising Funds
- £198,000
- Expenditure Charitable Expenditure
- £485,000
- Expenditure Other
- 0
- Expenditure Total
- 683000
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 79000
- Expenditure Support Costs
- 277000
- Expenditure Depreciation
- 0
- Gain Loss Investment
- -51000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,656,000
- Assets Total Fixed
- 1146000
- Assets Own Use
- 0
- Assets Long Term Investment
- 1146000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £598,000
- Assets Total Liabilities
- £88,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,656,000
- Creditors One Year Total Current
- 88000
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £29,000
- Funds Endowment
- 0
- Funds Unrestricted
- 1656000
- Funds Restricted
- 0
- Funds Total
- 1656000
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 11 October 2024
- Income Donations And Legacies
- 305000
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 167000
- Income Investments
- 38000
- Income Other
- 152000
- Income Total Income And Endowments
- 662000
- Income Legacies
- 248000
- Income Endowments
- 0
- Expenditure Raising Funds
- £227,000
- Expenditure Charitable Expenditure
- £538,000
- Expenditure Other
- 0
- Expenditure Total
- 765000
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 87000
- Expenditure Support Costs
- 314000
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 114000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,423,000
- Assets Total Fixed
- 1297000
- Assets Own Use
- 0
- Assets Long Term Investment
- 1297000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £166,000
- Assets Total Liabilities
- £40,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,423,000
- Creditors One Year Total Current
- 40000
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £50,000
- Funds Endowment
- 0
- Funds Unrestricted
- 1423000
- Funds Restricted
- 0
- Funds Total
- 1423000
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- 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 December 2023
- Income Donations And Legacies
- 200000
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 152000
- Income Investments
- 50000
- Income Other
- 502000
- Income Total Income And Endowments
- 904000
- Income Legacies
- 141000
- Income Endowments
- 0
- Expenditure Raising Funds
- £200,000
- Expenditure Charitable Expenditure
- £1,155,000
- Expenditure Other
- 0
- Expenditure Total
- 1355000
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 58000
- Expenditure Support Costs
- 50000
- Expenditure Depreciation
- 0
- Gain Loss Investment
- -89000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,412,000
- Assets Total Fixed
- 1383000
- Assets Own Use
- 0
- Assets Long Term Investment
- 1383000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £218,000
- Assets Total Liabilities
- £189,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,412,000
- Creditors One Year Total Current
- 189000
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £170,000
- Funds Endowment
- 0
- Funds Unrestricted
- 1412000
- Funds Restricted
- 0
- Funds Total
- 1412000
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- 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
- 16 December 2022
- Income Donations And Legacies
- 460000
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 197000
- Income Investments
- 51000
- Income Other
- 62000
- Income Total Income And Endowments
- 770000
- Income Legacies
- 359000
- Income Endowments
- 0
- Expenditure Raising Funds
- £182,000
- Expenditure Charitable Expenditure
- £592,000
- Expenditure Other
- 0
- Expenditure Total
- 774000
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 41000
- Expenditure Support Costs
- 41000
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 138000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,010,000
- Assets Total Fixed
- 1772000
- Assets Own Use
- 0
- Assets Long Term Investment
- 1772000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £276,000
- Assets Total Liabilities
- £38,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,010,000
- Creditors One Year Total Current
- 38000
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £246,000
- Funds Endowment
- 0
- Funds Unrestricted
- 2010000
- Funds Restricted
- 0
- Funds Total
- 2010000
- Count Employees
- 0
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- East Riding Of Yorkshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Lincolnshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- North East Lincolnshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- North Lincolnshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 309
- Classification Type
- How
- Classification Description
- Acts As An Umbrella Or Resource Body
08 Official extract
Charity Event History
- Charity Name
- NORTHERN LINCOLNSHIRE AND GOOLE NHS FOUNDATION TRUST CHARITABLE FUNDS AND OTHER RELATED CHARITIES
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1996-04-26T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- SEE INDIVIDUAL CONSTITUENTS
- Charitable Objects
- SEE INDIVIDUAL CONSTITUENTS
- Area Of Benefit
- NOT DEFINED
10 Official extract
Charity Other Names
- Charity Name Id
- 215644
- Charity Name Type
- Working name
- Charity Name
- NLAG CHARITABLE FUNDS
- Charity Name Id
- 215659
- Charity Name Type
- Previous name
- Charity Name
- NORTHERN LINCOLNSHIRE AND GOOLE HOSPITALS NHS TRUST CHARITABLE FUNDS AND OTHER RELATED CHARITIES
- Charity Name Id
- 560520
- Charity Name Type
- Working name
- Charity Name
- THE HEALTH TREE FOUNDATION
11 Official extract
Charity Policy
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Social media policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Investment
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Risk management
- Policy Name
- Volunteer management
- Policy Name
- Complaints policy and procedures
- Policy Name
- Campaigns and political activity policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Engaging external speakers at charity events policy and procedures