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home >> charity search >> north tees and hartlepool nhs foundation trust general charitable fund
Finance Score: -1
Governance Score: 2
Support Score: 0
  • Liabilities <10%: +3
  • Excess reserves: -4
  • Spending falling: -1
  • but now stabilising: +1
  • 12+ Trustees: -1
  • Dynamic board: +3
  • No supporters identified
Overall GiG Score: 1 ?

NORTH TEES AND HARTLEPOOL NHS FOUNDATION TRUST GENERAL CHARITABLE FUND 

North Tees & Hartlepool NHS Foundation Trust Charitable Fund is a separate charity working with the NHS in Stockton and Hartlepool. Donations are used to enhance those aspects of patient care and staff development which are not funded by the NHS. Charitable funds are used for a range of purposes, including additional medical equipment, training of staff and improvements to patient facilities.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • There have been no material income shortfalls in recent years
  • The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

  • There are 17 trustees whereas the Charities Commission recommends a maximum of 12
  • Over half the Board have joined recently

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £1,638,000 available, equivalent to 52 months of spending and so may not be able to utilise additional funding
  • Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
miles

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£703£378£325£90£2,887£1,6385200
31/03/22£789£336£453£55£2,617£1,39249.700
31/03/21£706£447£259£12£2,046£81621.900
31/03/20£613£346£267£0£1,554£46716.200
31/03/19£485£521£-36n/an/an/an/an/a0
31/03/18£278£613£-335£0£0£0n/a00
31/03/17£280£378£-98£0£0£0n/a00
31/03/16£270£344£-74£0£0£0n/a00
31/03/15£366£560£-194£0£0£0n/a00
31/03/14£426£516£-90£0£0£0n/a00
31/03/13*£513£557£-44£33£1,685£1924.100
31/03/12*£1,041£812£229£33£1,607£1261.900
31/03/11£477£662£-185£0£0£0n/a00
31/03/10£487£505£-18£0£0£0n/a00
31/03/09£671£730£-59£30£1,332£1111.800
31/03/08£483£675£-192£0£0£0n/a00
31/03/07*£783£683£100£23£1,848£941.700
31/03/06£1,411£1,286£125£0£0£0n/a00
31/03/05£575£541£34£0£0£0n/a00
31/03/04*£709£556£153£0£0£0n/a00
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 15%
Fundraising Costs/Total Spending: 23.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 57%
Reserves/Spending: 52 months
Net Current Assets/Spending: 47 months
Quick Ratio: 16.7
Asset Split ?
Established: 28 years

sharon.pounder@nhs.net

01642 624274

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Disability
  • Education/Training
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Grant-making foundations
How it operates
  • Acts as an umbrella or resource body
  • Makes Grants to Organisations
  • Provides human resources
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Durham, Hartlepool, North Yorkshire, Stockton-on-tees,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities
  • The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (17)
Current Trustees appointed

Legal constitution
  • Charity registered in England & Wales on 21/08/1996, number: 1057682
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • 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
  • 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
Filing Record
20 returns made; AR13: 1 days late, AR12: 1 days late, AR07: 42 days late, AR04: 1 days late,
Main office

UNIVERSITY HOSPITAL OF NORTH TEES
HARDWICK ROAD
STOCKTON-ON-TEES
TS19 8PE

Objectives

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

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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