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home >> charity search >> swansea bay university lhb charitable fund and other related charities
Finance Score: -10
Governance Score: -1
Support Score: 3
  • Liabilities <10%: +3
  • Excess reserves: -4
  • Large legacies income: +1
  • Spending falling: -1
  • Multiple Deficits and declines: -5
  • Fundraising costs high: -4
  • No conflicts policy: -1
  • Overall weighted support: +3
Overall GiG Score: -8 ?

SWANSEA BAY UNIVERSITY LHB CHARITABLE FUND AND OTHER RELATED CHARITIES

To support the provision of Healthcare to the population of the Swansea and Neath, Port Talbot areas
Analysis by Giving is Great

Positives:

  • The charity has received backing from a grant maker recently
  • This charity has a robust balance sheet
  • This charity has received considerable income from legacies in recent years

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy
  • This charity uses a corporate trustee

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £4,857,000 available, equivalent to 42 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
  • Income has been volatile and on several occasions in recent years less than spending
  • Fundraising costs are extremely high relative to funds raised
Find similar charities within: miles

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
31/03/23£871£1,378£-507£278£5,191£4,85742.307
31/03/22£1,152£1,314£-162£200£6,070£5,50650.307
31/03/21£1,543£1,200£343£133£5,955£5,29653010
?31/03/20£1,494£2,125£-631£47£4,868£4,57625.804
31/03/19£1,586£2,082£-496£10£5,997£5,97034.402
31/03/18£1,300£2,170£-870£0£6,237£6,21034.300
31/03/17£1,794£1,881£-87£0£7,184£7,18445.800
31/03/16£2,384£1,641£743£0£6,503£6,50347.600
31/03/15£1,341£1,485£-144£4£5,925£5,92547.900
31/03/14£1,531£1,570£-39£4£5,715£5,71543.700
31/03/13£1,614£1,864£-250£4£5,548£0n/a00
31/03/12£2,113£1,941£172£4£5,360£5,36033.100
31/03/11£1,670£1,784£-114£4£5,169£5,16934.800
31/03/10*£1,588£1,942£-354£4£5,081£5,08131.400
31/03/09*£1,967£2,097£-130£4£4,542£4,5422600
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 43.2%
Fundraising Costs/Total Spending: 21.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 28%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 42.3 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.8
Asset Split ?
Balance Sheet History
Established: 17 years

SwanseaBay.HealthCharity@wales.nhs.uk

01639683676

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Services for people with disabilities
How it operates
  • Makes grants to organisations
  • Provides other finance
Where it operates
  • City Of Swansea, Neath Port Talbot,
Who it helps
  • 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
Nesta - AC01336
£42,000 19/04/2021
14
HARP Nourish (Scale & Sustain) - Y Lab programme grant to Swansea Bay University Health Board Grant Ref AC01336
Nesta - AC00846
£30,000 07/11/2018
8
Y Lab - Innovate to Save programme grant to Abertawe Bro Morgannwg University Health Board Grant Ref AC00846

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

  • Swansea Bay University LHB
Legal constitution
  • Charity registered in England & Wales on 15/02/2008, number: 1122805
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Healthcare Inspectorate Wales (HIW)
Policies in force
  • Internal charity financial controls policy and procedures
  • Investment
  • Volunteer management
Filing Record
15 returns made; AR10: 2 days late, AR09: 30 days late,
Main office

SWANSEA BAY UNIVERSITY
LOCAL HEALTH BOARD
1 TALBOT GATEWAY
SEAWAY PARADE
BAGLAN
PORT TAL

Objectives

SEE CONSTITUENT CHARITIES

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

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