Finance Score: 6

Governance Score: 9

Support Score: 0

Liabilities <10%: +3
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 15

THE PATIENTS ASSOCIATION

The Patients Association exists to promote the health and wellbeing of people in the United Kingdom by influencing the enhancement of health and care services and assisting people to secure the most suitable care and support.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
Fundraising costs are low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£688	£599	£88	£65	£397	£397	8	9	1
31/12/22		£638	£578	£61	£52	£309	£309	6.4	9	1
31/12/21		£650	£580	£70	£61	£248	£248	5.1	9	1
31/12/20		£472	£409	£63	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19		£459	£481	£-22	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18		£432	£494	£-62	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£337	£595	£-257	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£255	£291	£-36	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£347	£251	£97	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£796	£589	£207	£434	£517	£457	9.3	9	0
31/12/13		£629	£624	£4	£334	£309	£250	4.8	13	0
31/12/12		£631	£808	£-176	£242	£305	£212	3.2	12	0
31/12/11		£735	£605	£131	£66	£481	£382	7.6	11	0
31/12/10		£296	£293	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09		£325	£210	£115	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08		£216	£174	£42	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07	*	£201	£147	£54	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06	*	£165	£154	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05?		£174	£194	£-19	n/a	n/a	n/a	n/a	n/a	n/a
31/07/04	*	£201	£162	£39	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 9.7%
Fundraising Costs/Total Spending: 10.9%
Senior Staff Costs/Total Spending: 17%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 10%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 8 months
Net Current Assets/Spending: 8 months
Quick Ratio: 7.4

Asset Split ?

Balance Sheet History

Established: 33 years

www.patients-association.org.uk

mailbox@patients-association.com

02084239111

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Residential nursing care facilities

How it operates

Provides advocacy/advice/information

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Going into Hospital - A Guide For Patients, Families & Carers
£10,000	03/02/2011 12	This is a project by a charity in Brent. The group will use funding to provide a non-clinical information guide for in-patients informing them of the services the hospital provides. This will ensure ....more This is a project by a charity in Brent. The group will use funding to provide a non-clinical information guide for in-patients informing them of the services the hospital provides. This will ensure general patient information is readily available.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 39-79

DON BRERETON Appointed: 2023, Occupation: Retired

JULIE THALLON Appointed: 2021, Occupation: Director

MERYL DAVIES Appointed: 2022, Occupation: Chief Executive

PROF ALF COLLINS Appointed: 2023

RACHEL KING Appointed: 2021, Occupation: International Evidence Manager

SUZANNE WHITE Appointed: 2019, Occupation: Partner

TOM GRINYER Appointed: 2024, Occupation: Chief Executive

WIQAS VALJI Appointed: 2022, Occupation: Freelance Contractor

Legal constitution

Charitable company registered in England & Wales on 16/12/1991, number: 1006733
Registered at Companies House on 17/06/1991, number: 02620761

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

20 returns made; AR07: 19 days late, AR06: 190 days late, AR04: 57 days late,

Main office

THE PATIENTS ASSOCIATION
PO BOX 935
HARROW
HA1 3YJ

Objectives

TO RELIEVE AND PREVENT SICKNESS OF PEOPLE IN THE UK BY PROMOTING THE ENHANCEMENT OF MEDICAL, SURGICAL, PHYSIOLOGICAL, PSYCHOLOGICAL OR PSYCHIATRIC AND ASSISTING PEOPLE TO SECURE THE BEST TREATMENT.

Defined Area of Benefit:

Data Sources

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