Finance Score: -11

Governance Score: 9

Support Score: 2

Excess reserves: -5
Large legacies income: +1
Multiple Deficits: -2
Fundraising costs high: -5

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

Grant maker support: +2

Overall GiG Score: 0

UNIVERSITY HOSPITALS BRISTOL & WESTON CHARITY

The charity raises funds for Bristol city centre & Weston-super-Mare hospitals. It is the official charity partner for: Bristol Royal Infirmary, Bristol Eye Hospital, Bristol Royal Hospital for Children, Bristol Heart Institute, Bristol Haematology & Oncology Centre, Bristol Dental Hospital, St. Michael's Hospital, Weston General Hospital, South Bristol Community Hospital & Central Health Clinic.

Analysis by Giving is Great

Positives:

The charity has received modest backing from multiple prominent grant makers recently
This charity has received considerable income from legacies in recent years
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 issues to consider:

This charity has substantial assets and unrestricted reserves of £18,152,000 available, equivalent to 56 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

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		£2,454	£3,898	£-1,444	£1,206	£18,554	£18,152	55.9	28	71
31/03/22		£2,643	£1,530	£1,113	£734	£20,634	£20,429	160.2	28	97
31/03/21		£2,839	£3,630	£-791	£785	£18,670	£18,339	60.6	28	160
31/03/20		£2,571	£4,072	£-1,501	£994	£17,708	£17,663	52.1	28	224
31/03/19?		£3,041	£2,986	£55	£317	£19,260	£19,256	77.4	22	207
30/09/18?		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/17	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 91.1%
Fundraising Costs/Total Spending: 31.5%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 21%
Liabilities/Income: 197%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 55.9 months
Net Current Assets/Spending: 8 months
Quick Ratio: 0.9

Asset Split ?

Established: 7 years

www.bwhospitalscharity.org.uk

hello@bwhospitalscharity.org.uk

01179277120

Charity Commission for England and Wales

Tweets

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 buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

28 employees
71 volunteers

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
Quartet Community Foundation - Grant to Bristol & Weston Hospitals Charity
£250	19/02/2024	As requested by the donor towards improving the hospital environment, further medical knowledge through research, support and train hospital staff, and provide state of the art equipment through ....more As requested by the donor towards improving the hospital environment, further medical knowledge through research, support and train hospital staff, and provide state of the art equipment through investing in projects that make a real difference to patient care in Bristol and the surrounding region.
Co-Operative Group - Grant to Bristol & Weston Hospitals Charity
£1,983	21/10/2023	We'd like to provide the children attending school within Bristol Royal Hospital with access to music lessons, instruments, and sensory equipment.
Quartet Community Foundation - Grant to Bristol & Weston Hospitals Charity
£7,000	21/12/2022	As requested by the donor towards therapy for cancer patients families projects
Co-Operative Group - Grant to Bristol & Weston Hospitals Charity
£2,135	22/10/2022	Bristol & Weston Hospitals Charity is doing great things to improve the health and happiness of patients in all 10 hospitals in University Hospitals Bristol and Weston NHS Foundation Trust (UHBW).
Quartet Community Foundation - Grant to Bristol & Weston Hospitals Charity
£100	12/04/2022	As nominated at random to receive the £100 incentive as a Vital Signs Survey 2022 respondent.
Quartet Community Foundation - Grant to Bristol & Weston Hospitals Charity
£250	02/07/2021	As requested by the donor towards the work of the charity in supporting hospitals to provide the best patient care by funding research and improvements in facilities and environment.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 46-72

CARLOS LEIRA Appointed: 2022, Occupation: Global Chief Technology Officer

CLARE ELIZABETH TITLEY Appointed: 2022, Occupation: Director Of Philanthropy

DEIRDRE FOWLER Appointed: 2022, Occupation: Chief Nurse And Midwife

JAMES ROBERT FOX MA HONS Appointed: 2022

LEE ASTON Appointed: 2022, Occupation: Chartered Accountant

TERENCE OWEN ANTHONY RICE Appointed: 2022, Occupation: Retired

STEPHEN CAMPLING Appointed: 2022, Occupation: Retired

STEVEN ROBERT BLUFF Appointed: 2022, Occupation: Non-Executive Director/Trustee

DR CHRISTOPHER RICHARD MONK Appointed: 2022, Occupation: Anaesthetist, Other trusteeship: THE BIG HEARTED VALENTINES BALL,

JANE ELIZABETH PALMER Appointed: 2022, Occupation: Retired, Other trusteeship: DOLPHIN SOCIETY,

Legal constitution

Charitable company registered in England & Wales on 04/01/2017, number: 1170973
Registered at Companies House on 26/09/2016, number: 10394287

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: WESTON AREA HEALTH TRUST OPTHALMIC DEPARTMENT CHARITABLE FUND
15/02/2022 - Asset transfer in from WESTON HEALTH GENERAL CHARITABLE FUND
19/12/2023 - Asset transfer in from NAILSEA LIONS CLUB

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

7 returns made; AR17: 57 days late,

Recent reorganisation events:

Asset transfer in from WESTON HEALTH GENERAL CHARITABLE FUND on 15/02/2022
Asset transfer in from NAILSEA LIONS CLUB on 19/12/2023

Main office

Whitefriars
Lewins Mead
Bristol
BS1 2NT

Objectives

THE CHARITYÆS OBJECTS (THE OBJECTS) ARE RESTRICTED SPECIFICALLY TO: 4.1 ANY CHARITABLE PURPOSE OR PURPOSES RELATING TO THE NHS FOUNDATION TRUST AND THE COMMUNITY HEALTH SERVICES ASSOCIATED WITH IT;4.2 THE GENERAL OR SPECIFIC PURPOSES OF THE NATIONAL HEALTH SERVICE; AND4.3 THE RELIEF OF SICKNESS AND THE PRESERVATION OF THE HEALTH AND SOCIAL WELFARE OF PEOPLE LIVING IN THE UNITED KINGDOM.

Data Sources