Finance Score: -3

Governance Score: -2

Support Score: 1

Spending falling: -1
Multiple Deficits and declines: -5
Fundraising costs low: +3

No volunteer policy: -2

Overall weighted support: +1

Overall GiG Score: -4

TORBAY AND SOUTH DEVON NHS CHARITABLE FUND

Any charitable purpose relating to the NHS, also specifically of the Torbay and South Devon NHS area.To provide equipment and amenities, improve conditions for care and other benefits for the advancement of the health of patients and help make staff more effective in delivering healthcare

Analysis by Giving is Great

Positives:

Fundraising costs are low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
One or more trustees receive payments or benefits from the charity for providing services to the charity
This charity uses a corporate trustee

Financial issues to consider:

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

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		£903	£1,064	£-161	£31	£1,499	£311	3.5	23	15
31/03/22		£997	£1,213	£-216	£0	£1,776	£414	4.1	23	15
31/03/21		£1,334	£752	£582	£10	£1,922	£415	6.6	22	30
31/03/20		£1,386	£1,433	£-47	£12	£1,111	£280	2.3	22	15
31/03/19		£2,544	£2,630	£-86	£16	£1,318	£207	0.9	22	0
31/03/18		£1,423	£3,015	£-1,592	£12	£1,298	£128	0.5	23	0
31/03/17		£2,779	£3,614	£-835	£6	£2,877	£323	1.1	22	0
31/03/16		£1,145	£1,739	£-594	£5	£3,265	£320	2.2	20	0
31/03/15		£1,791	£2,136	£-345	£17	£4,057	£455	2.6	0	0
31/03/14		£1,454	£1,354	£100	£23	£4,136	£505	4.5	0	0
31/03/13		£1,495	£1,741	£-246	£22	£3,915	£530	3.7	0	0
31/03/12		£2,902	£1,917	£985	£23	£3,824	£544	3.4	0	0
31/03/11		£1,561	£1,337	£224	£23	£2,825	£10	0.1	0	0
31/03/10		£3,008	£3,221	£-213	£21	£2,453	£12	0	0	0
31/03/09		£2,893	£3,504	£-611	£20	£2,096	£15	0.1	0	0
31/03/08		£1,574	£1,413	£161	£18	£3,412	£80	0.7	0	0
31/03/07		£1,215	£1,225	£-11	£22	£3,443	£93	0.9	0	0
31/03/06		£1,702	£1,714	£-12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£2,613	£2,550	£63	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£1,621	£1,596	£25	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 5.3%
Fundraising Costs/Total Spending: 4.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 21%
Reserves/Spending: 3.5 months
Net Current Assets/Spending: 0 months
Quick Ratio: 1.1

Asset Split ?

Balance Sheet History

Established: 29 years

sdhct.charitablefunds@nhs.net

01803653526

Charity Commission for England and Wales

Listed activities

Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

General hospitals

How it operates

Makes grants to organisations
Provides services

Where it operates

Devon, Torbay,

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
Sport England - Torbay Young Adult Carers Project
£500	18/03/2024 1	This project will enable young adult carers to take part in sports activities and events as part of support they receive to enable them to take a break from caring responsibilities. Activities include canoeing, cycling, sailing and golf. Sports ....more This project will enable young adult carers to take part in sports activities and events as part of support they receive to enable them to take a break from caring responsibilities. Activities include canoeing, cycling, sailing and golf. Sports activities take place at the end of each month.
Pears Foundation - Grant to Torbay and South Devon NHS Charitable Fund
£80,000	25/09/2018 24	Pears #iwill Fund: Young Volunteers Project at Torbay and South Devon NHS Trust

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

Torbay And South Devon NHS Foundation Trust

Legal constitution

Charity registered in England & Wales on 24/01/1996, number: 1052232

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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

Filing Record

20 returns made; AR05: 1 days late,

Recent reorganisation events:

Asset transfer in from ICOEF UK on 17/12/2021

Main office

Regents House
Regent Close
Torquay
TQ2 7AN

Objectives

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

Defined Area of Benefit:

NOT DEFINED

Data Sources

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