Finance Score: -5

Governance Score: 0

Support Score: 0

Large legacies income: +1
Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No supporters identified

Overall GiG Score: -5

SWFT CHARITY

Supporting the work of South Warwickshire NHS Foundation Trust.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
This charity has received considerable income from legacies in recent years

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Established: 27 years

www.swft.nhs.uk

charity@swft.nhs.uk

01926495321

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£263	£580	£-317	n/a	n/a	n/a	n/a	n/a	0
31/03/22	*	£392	£608	£-216	n/a	n/a	n/a	n/a	n/a	4
31/03/21	*	£939	£403	£536	£92	£1,494	£1,098	32.7	0	4
01/04/20		£583	£585	£-2	£87	£960	£884	18.1	0	4
01/04/19		£1,112	£1,650	£-538	£55	£960	£884	6.4	0	20
01/04/18		£740	£1,192	£-452	£43	£1,498	£1,073	10.8	0	0
01/04/17		£1,040	£642	£398	£49	£1,951	£1,076	20.1	0	0
31/03/16		£725	£562	£163	£76	£1,553	£679	14.5	0	0
31/03/15		£797	£305	£492	£64	£1,390	£903	35.5	0	0
31/03/14		£328	£717	£-389	£0	£0	£0	n/a	0	0
31/03/13		£405	£289	£116	£0	£0	£0	n/a	0	0
31/03/12		£485	£494	£-9	£0	£0	£0	n/a	0	0
31/03/11		£320	£348	£-28	£0	£0	£0	n/a	0	0
31/03/10		£547	£345	£201	£19	£971	£909	31.6	0	0
31/03/09		£692	£906	£-214	£19	£770	£620	8.2	0	0
31/03/08		£502	£423	£79	£27	£1,036	£821	23.3	0	0
31/03/07		£504	£406	£98	£48	£1,010	£827	24.4	0	0
31/03/06		£372	£360	£13	£0	£0	£0	n/a	0	0
31/03/05	*	£366	£320	£46	£0	£0	£0	n/a	0	0
31/03/04	*	£382	£433	£-51	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

How it operates

Makes Grants to Organisations

Where it operates

Warwickshire,

Who it helps

The General Public/Mankind

Who's supporting them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
CareTech foundation - Children on the the Paediatric Speech and Language Therapy caseload within Warwickshire
£2,500	29/04/2021	A grant of 2,500 awarded to purchase iPads which will be installed with Alternative and Augmentative Communication (AAC) for assessment and treatment purposes for those needing speech and therapy ....more A grant of 2,500 awarded to purchase iPads which will be installed with Alternative and Augmentative Communication (AAC) for assessment and treatment purposes for those needing speech and therapy support.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

SOUTH WARWICKSHIRE NHS FOUNDATION TRUST

Legal constitution

Charity registered in England & Wales on 03/01/1997, number: 1056424

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; AR22: 92 days late, AR21: 1 days late, AR05: 17 days late, AR04: 66 days late,

Main office

WARWICK HOSPITAL
LAKIN ROAD
WARWICK
CV34 5BW

Objectives

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

Defined Area of Benefit:

NOT DEFINED

Data Sources