Finance Score: -2
Governance Score: -3
Support Score: 2
  • Large legacies income: +1
  • Strong growth: +2
  • Multiple Deficits: -2
  • Fundraising costs high: -3
  • No volunteer policy: -2
  • No conflicts policy: -1
  • Overall weighted support: +2
Overall GiG Score: -3 ?

LIVERPOOL UNIVERSITY HOSPITALS NHS CHARITABLE FUND

To support high quality patient care, focusing on areas not fully supported by exchequer funds such as improvements to the Hospital environment and better facilities. As a large teaching hospital, the Trust also has links with the local universities, and another important aim of the charity is providing financial aid to support and encourage our clinicians in new research projects.
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
  • There has been strong growth in spending over the last 5 years, despite a decline more recently

Regulatory & Governance issues to consider:

  • Although this charity works with volunteers it does not have a Volunteer Management policy
  • This charity does not have a Conflict of Interests policy
  • This charity uses a corporate trustee

Financial issues to consider:

  • On several occasions in recent years income has been less than spending
  • Fundraising costs are high relative to funds raised

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£2,795£2,541£254£359£8,452£5842.8040
31/03/22£1,287£1,784£-497£442£8,541£00050
31/03/21*£1,694£1,543£150£305£8,328£00030
31/03/20£2,734£3,636£-902£348£6,465£00030
31/03/19£1,080£1,344£-263£356£8,518£00030
31/03/18£3,136£1,312£1,824£381£8,539£0000
31/03/17*£1,541£1,016£526£469£6,620£0000
31/03/16*£1,464£3,909£-2,445£372£4,939£0000
31/03/15£882£948£-66£370£7,740£0000
31/03/14*£755£785£-29£315£7,484£0080
31/03/13£828£1,362£-534£320£7,029£0080
31/03/12£1,487£1,945£-457£258£6,361£0060
31/03/11£985£1,236£-251£196£6,852£0050
31/03/10*£1,457£1,269£188£189£6,556£0050
31/03/09£1,175£1,070£105£309£4,708£0060
31/03/08*£1,489£1,093£396£227£6,191£0060
31/03/07*£906£1,272£-366£173£6,653£0060
31/03/06*£1,531£807£724n/an/an/an/an/an/a
31/03/05*£741£1,780£-1,038n/an/an/an/an/an/a
31/03/04£1,249£1,696£-447n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 28.3%
Fundraising Costs/Total Spending: 16.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 30%
Liabilities/Income: 128%
Unrestricted Funds/Total Funds: 7%
Reserves/Spending: 2.8 months
Net Current Assets/Spending: -6 months
Quick Ratio: 0.5
Asset Split ?
Balance Sheet History
Established: 29 years

LUHCharity@liverpoolft.nhs.uk

01517063142

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Disability
  • Education/Training
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • General hospitals
How it operates
  • Acts as an umbrella or resource body
  • Makes grants to individuals
  • Makes grants to organisations
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Cheshire East, Cheshire West & Chester, Knowsley, Lancashire, Liverpool City, Sefton, St Helens, Wirral,
Who it helps
  • Elderly/Old People
  • Other Defined Groups
  • 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
Community Foundations for Lancashire & Merseyside - Knife Crime Education and Awareness Sessions
£5,000 26/09/2023
To continue to provide sessions across secondary schools educating young people around the dangers of knife crime and how to treat a knife wound.
Community Foundations for Lancashire & Merseyside - 'Turn it off' no idling campaign and Eco Driver training
£4,937 01/08/2023
To create a 'no idling' policy through the 'Turn it Off' programme, which will encourage people to switch off their engines in the area to improve the air quality around the hospital and the wider community.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

  • ROYAL LIVERPOOL + BROADGREEN UNIVERSITY
Legal constitution
  • Charity registered in England & Wales on 14/07/1995, number: 1047988
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Policies in force
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
Filing Record
20 returns made; AR21: 4 days late, AR17: 1 days late, AR16: 2 days late, AR14: 19 days late, AR10: 2 days late, AR08: 1 days late, AR07: 0 days late, AR06: 1 days late, AR05: 1 days late,
Recent reorganisation events:
  • Asset transfer in from AINTREE UNIVERSITY HOSPITAL ARTS PROGRAMME on 28/03/2024
  • Asset transfer in from AINTREE UNIVERSITY HOSPITAL LEUKAEMIA FUND CHARITY on 28/03/2024
  • Asset transfer in from THE AINTREE UNIVERSITY HOSPITAL CHARITABLE FUND on 28/03/2024
  • Asset transfer in from BROADGREEN HOSPITAL GENERAL PURPOSE FUND on 06/06/2024
  • Asset transfer in from LIVERPOOL DENTAL HOSPITAL GENERAL PURPOSE FUND on 06/06/2024
Main office

CHIEF FINANCE OFFICER
LIVERPOOL UNIVERSITY HOSPITALS
ROYAL LIVERPOOL UNIVERSITY HOSPITAL
PRECOTT STREET
LIVERPOOL
L7 8XP

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
360 Giving

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