Finance Score: -6

Governance Score: 0

Support Score: 1

Liabilities <10%: +3
Large legacies income: +1
Volatile income & significant deficit in latest year: -5
Fundraising costs high: -5

Grant maker support: +1

Overall GiG Score: -5

ROYAL UNITED HOSPITAL CHARITABLE FUND

The Charity's aims are to further the charitable objectives relating to the Royal United Hospitals Bath NHS Foundation Trust and continue to work with the RUH and RNHRD to improve the facilities & services for patients & staff. The main fundraising arm of the Charity, the Forever Friends Appeal, is continuing to fund major campaigns, as well as supporting all wards and departments.

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
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

Financial issues to consider:

Income has been volatile recently and was significantly lower than spending in the latest year
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		£2,108	£4,797	£-2,689	£828	£10,602	£2,628	6.6	15	100
31/03/22		£3,083	£1,957	£1,126	£753	£13,636	£2,548	15.6	15	100
31/03/21		£2,040	£1,415	£625	£639	£11,788	£2,016	17.1	14	100
31/03/20		£3,499	£2,560	£939	£765	£10,859	£1,642	7.7	14	100
31/03/19		£3,554	£3,110	£444	£673	£10,625	£1,787	6.9	13	100
31/03/18		£3,480	£1,999	£1,481	£719	£9,990	£1,205	7.2	13	0
31/03/17		£2,182	£1,417	£765	£609	£8,506	£1,236	10.5	13	0
31/03/16		£2,333	£2,226	£106	£650	£7,234	£1,039	5.6	13	0
31/03/15		£1,597	£1,568	£28	£511	£7,321	£1,019	7.8	13	0
31/03/14		£5,350	£1,268	£4,082	£395	£6,909	£1,241	11.7	9	0
31/03/13		£1,684	£1,520	£164	£401	£2,743	£1,157	9.1	9	0
31/03/12		£1,198	£2,840	£-1,642	£388	£2,390	£1,114	4.7	9	0
31/03/11	*	£1,655	£2,389	£-735	£367	£4,117	£1,088	5.5	9	0
31/03/10		£2,089	£968	£1,120	£405	£4,785	£1,042	12.9	10	0
31/03/09		£2,087	£1,289	£798	£398	£2,891	£834	7.8	13	0
31/03/08		£1,550	£2,040	£-490	£410	£2,461	£935	5.5	14	0
31/03/07		£1,827	£1,074	£754	£362	£3,034	£1,106	12.4	17	0
31/03/06		£1,177	£1,183	£-5	£0	£0	£0	n/a	0	0
31/03/05	*	£1,511	£1,545	£-34	£0	£0	£0	n/a	0	0
31/03/04		£943	£941	£2	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 48.6%
Fundraising Costs/Total Spending: 17.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 10%
Liabilities/Income: 56%
Unrestricted Funds/Total Funds: 25%
Reserves/Spending: 6.6 months
Net Current Assets/Spending: 10 months
Quick Ratio: 4.3

Asset Split ?

Established: 28 years

www.ruh.nhs.uk

helen.bostock@nhs.net

01225825613

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Poverty relief

How it operates

Other charitable activities
Sponsors or undertakes research

Where it operates

Bath And North East Somerset, Somerset, South Gloucestershire, Wiltshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

15 employees
100 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 Royal United Hospital Charitable Fund
£2,000	01/07/2021	As directed by the donor towards the RUH Dementia Care Service
Garfield Weston Foundation - Major Grants award
£150,000	22/02/2018	RNHRD & Therapies Centre

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

ROYAL UNITED HOSPITALS BATH NHS FOUNDATION TRUST

Legal constitution

Charity registered in England & Wales on 03/10/1996, number: 1058323

Gift Aid

Registered with HMRC for Gift Aid

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
Volunteer management

Filing Record

20 returns made; AR11: 1 days late, AR05: 1 days late,

Main office

ROYAL UNITED HOSPITAL
COMBE PARK
BATH
BA1 3NG

Objectives

FOR CHARITABLE PURPOSES RELATING TO THE GENERAL OR ANY SPECIFIC PURPOSES OF THE ROYAL UNITED HOSPITAL BATH NHS TRUST OR TO PURPOSES RELATING TO THE HEALTH SERVICE

Defined Area of Benefit:

NOT DEFINED

Data Sources