Finance Score: -2

Governance Score: 0

Support Score: 1

Liabilities <10%: +3
Excess reserves: -5
Large legacies income: +1
Reasonable growth: +1
Volatile income & significant deficit in latest year: -5
Fundraising costs low: +3

Grant maker support: +1

Overall GiG Score: -1

NORTH WEST ANGLIA NHS FOUNDATION TRUST - PETERBOROUGH AND STAMFORD UMBRELLA CHARITABLE FUND

Any charitable purpose or purposes relating to any ward or department within North West Anglia NHS Foundation Trust

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £4,569,968 available, equivalent to 73 months of spending and so may not be able to utilise additional funding
Income has been volatile recently and was significantly lower than spending in the latest year

Established: 28 years

www.NWAngliaHospitalsCharity.org

nwangliaft.charitablefunds2@nhs.net

01733677970

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
31/03/23		£551	£747	£-196	£18	£5,015	£4,570	73.4
31/03/22		£602	£552	£50	£0	£5,380	£4,988	108.5
31/03/21		£858	£405	£452	£0	£5,059	£4,487	132.8
31/03/20		£719	£394	£325	£1	£4,117	£3,786	115.3
31/03/19		£1,587	£410	£1,177	£0	£4,000	£3,691	108
31/03/18		£540	£529	£11	£0	£2,738	£2,345	53.2
31/03/17		£380	£345	£35	£0	£0	£0	n/a
31/03/16		£434	£288	£146	£0	£0	£0	n/a
31/03/15		£240	£301	£-61	£0	£0	£0	n/a
31/03/14		£346	£318	£28	£0	£0	£0	n/a
31/03/13		£354	£319	£35	£0	£0	£0	n/a
31/03/12		£722	£469	£253	£38	£1,111	£402	10.3
31/03/11		£392	£403	£-11	£0	£0	£0	n/a
31/03/10		£346	£412	£-66	£0	£0	£0	n/a
31/03/09	*	£561	£561	£0	£39	£667	£143	3.1
31/03/08	*	£395	£555	£-160	£0	£0	£0	n/a
31/03/07		£528	£768	£-240	£33	£1,056	£1	0
31/03/06		£1,444	£1,452	£-8	£0	£0	£0	n/a
31/03/05	*	£583	£644	£-61	£0	£0	£0	n/a
31/03/04	*	£770	£802	£-31	£0	£0	£0	n/a

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 5.8%
Fundraising Costs/Total Spending: 2.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 20%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 73.4 months
Net Current Assets/Spending: 29 months
Quick Ratio: 16.7

Asset Split ?

Listed activities

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

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides services
Sponsors or undertakes research

Where it operates

Cambridgeshire, Lincolnshire, Peterborough City,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities
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
Pears Foundation - Grant to North West Anglia NHS Foundation Trust Charitable Fund
£67,750	25/01/2019 24	Pears #iwill Fund: Young Persons Volunteering Project at Northwest Anglia NHS Foundation Trust

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

NORTH WEST ANGLIA NHS FOUNDATION TRUST

Legal constitution

Charity registered in England & Wales on 13/11/1995, number: 1050601

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

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; AR09: 325 days late, AR08: 59 days late, AR05: 1 days late, AR04: 1 days late,

Main office

NORTH WEST ANGLIA HOSPITALS CHARITY
PETERBOROUGH CITY HOSPITAL
EDITH CAVELL CAMPUS
BRETTON GATE
PETERBOROUGH
PE3 9GZ

Objectives

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

Defined Area of Benefit:

NOT DEFINED

Data Sources