The latest published information on year-end forecast outturn is for quarter three, 2007-08.
North Yorkshire and York primary care trust (PCT) forecasted a year-end outturn position of £19 million deficit at quarter three.
Yorkshire and the Humber strategic health authority (SHA) reported a forecast year-end outturn position of £268 million surplus at quarter three.
The Department does not collect quarterly year-end forecast outturns for foundation trusts. Monitor is due to publish quarter three financial data for foundation trusts shortly.
North Yorkshire and York PCT agreed a service modernisation and financial recovery plan with Yorkshire and the Humber SHA in April 2007 that outlined plans to return to financial balance in 2008-09 as well as the measures the PCT intends to take to achieve this.
Surpluses generated by national health service organisations in any year are carried forward, and are available to spend in future years. In each financial year, resource adjustments are applied at strategic health authority (SHA) level equal to the value of the net resource carry forward for the overall SHA economy. SHAs are then responsible for managing the distribution of these adjustments to their individual NHS organisations according to local priorities. From 2007-08, following a change to the resource accounting and budgeting rules, this adjustment excludes under or over spends generated by NHS trusts.
The NHS operating framework for 2008-09 states that the aggregate surplus delivered by SHAs and primary care trusts in 2007-08 will be carried forward to the next financial year.