Finance Score: 5
Governance Score: -2
Support Score: 6
  • Strong growth: +2
  • Fundraising costs low: +3
  • No volunteer policy: -2
  • Grant maker support: +6
Overall GiG Score: 9 ?

EYUP 

For the welfare of staff and service users of South West Yorkshire Partnership NHS Foundation Trust.
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years
  • There have been no material income shortfalls in recent years
  • Fundraising costs are unusually 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
  • This charity uses a corporate trustee

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£1,477£1,149£328£60£1,784£2903910
31/03/22£1,693£1,103£590£52£1,455£2252.4910
31/03/21£872£565£307£42£866£2004.2910
31/03/20£492£453£40n/an/an/an/an/a10
31/03/19£509£502£7£19£519£1944.672
31/03/18£225£341£-116£0£0£0n/a00
31/03/17£400£339£61£0£0£0n/a00
31/03/16£314£266£49£0£0£0n/a00
31/03/15£67£340£-273£0£0£0n/a00
31/03/14£314£373£-59£0£0£0n/a00
31/03/13£575£82£493£31£851£822120.300
31/03/12£221£102£119£0£0£0n/a00
31/03/11£45£84£-39£0£0£0n/a00
31/03/10£26£33£-7£0£0£0n/a00
31/03/09£18£54£-36£0£0£0n/a00
31/03/08£22£47£-24£0£0£0n/a00
31/03/07£102£56£46£0£0£0n/a00
31/03/06£0£43£-43£0£0£0n/a00
31/03/05£32£57£-25£0£0£0n/a00
31/03/04£62£63£-1£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 4.2%
Fundraising Costs/Total Spending: 5.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 11%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 16%
Reserves/Spending: 3 months
Net Current Assets/Spending: 19 months
Quick Ratio: 8.6
Asset Split ?
Established: 28 years

https://www.southwestyorkshire.nhs.uk/get-inv

eyup.charity@swyt.nhs.uk

01924 316000

Charity Commission for England and WalesFacebookInstagramX
UN SDGs
?
Listed activities
  • Disability
  • Education/Training
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Financial or material assistance
How it operates
  • Makes Grants to Individuals
Where it operates
  • Barnsley, Calderdale, City Of Wakefield, Kirklees,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities

Who supports 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
Youth Music - Heartbeats
£92,000 18/02/2022
Heartbeats
Community Foundation for Calderdale - Music in Care
£5,000 27/05/2021
Grant to Creative Minds
Youth Music - Lullabies and First Songs
£26,550 11/03/2021
Lullabies and First Songs
National Lottery Heritage Fund - Grant to Mental Health Museum
£60,300 17/05/2018
Empowering Heritage

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

  • SOUTH WEST YORKSHIRE PARTNERSHIP NHS FOUNDATION TRUST
Legal constitution
  • Charity registered in England & Wales on 06/06/1996, number: 1055931
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • 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
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; all on time
Main office

SW Yorkshire Partnership NHS FT
Fieldhead Hospital
Ouchthorpe Lane
WAKEFIELD
WF1 3SP

Objectives

FOR ANY CHARITABLE PURPOSE OR PURPOSES RELATING TO THE NATIONAL HEALTH SERVICE WHOLLY OR MAINLY FOR THE SERVICES PROVIDED BY SOUTH WEST YORKSHIRE PARTNERSHIP NHS FOUNDATION TRUST

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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