Finance Score: -1

Governance Score: 0

Support Score: 8

Liabilities <10%: +3
Excess liquidity: -1
Large legacies income: +1
Multiple Deficits: -2
Fundraising costs high: -2

Grant maker support: +8

Overall GiG Score: 7

THE ROYAL WOLVERHAMPTON NHS TRUST CHARITY

The main pupose of the Charitable Funds held on Trust is to apply income for any charitable purpose relating to the NHS wholly or mainly for the services provided by the Royal Wolverhampton NHS Trust.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
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

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23		£862	£926	£-64	£151	£2,725	£1,791	23.2	0
31/03/22		£885	£749	£137	£101	£3,032	£2,027	32.5	0
31/03/21		£1,164	£866	£298	£57	£2,919	£1,838	25.5	0
31/03/20		£367	£600	£-233	n/a	n/a	n/a	n/a	n/a
31/03/19		£575	£641	£-66	£60	£2,620	£1,705	31.9	0
31/03/18		£1,037	£786	£251	£58	£2,643	£1,862	28.4	0
31/03/17	*	£461	£1,468	£-1,007	£0	£0	£0	n/a	0
31/03/16	*	£604	£875	£-271	£43	£3,161	£2,425	33.2	0
31/03/15		£1,104	£740	£364	£37	£3,612	£2,891	46.8	0
31/03/14		£483	£1,033	£-550	£0	£0	£0	n/a	0
31/03/13		£1,083	£885	£198	£39	£3,440	£3,065	41.5	0
31/03/12		£405	£541	£-136	£0	£0	£0	n/a	0
31/03/11		£487	£594	£-107	£0	£0	£0	n/a	0
31/03/10		£1,025	£427	£597	£9	£3,000	£205	5.8	0
31/03/09		£512	£500	£12	£8	£1,805	£152	3.6	0
31/03/08		£1,084	£1,052	£32	£7	£2,162	£63	0.7	0
31/03/07		£967	£875	£92	£14	£2,305	£96	1.3	0
31/03/06	*	£780	£847	£-67	£0	£0	£0	n/a	0
31/03/05	*	£901	£784	£117	£0	£0	£0	n/a	0
31/03/04		£877	£787	£89	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 21.7%
Fundraising Costs/Total Spending: 16.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 66%
Reserves/Spending: 23.2 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.4

Asset Split ?

Established: 27 years

royalwolverhamptonhospitals.nhs.uk

katy.ball@nhs.net

01902481581

Charity Commission for England and Wales

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body

Where it operates

Staffordshire, Wolverhampton,

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.

Major supporters in last 5 years

National Lottery Heritage Fund	£181,000
Pears Foundation	£34,888
Department for Business, Energy and Industrial Strategy	£19,650

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to The Royal Wolverhampton NHS Trust Charity
£181,000	04/09/2023	Care, Create, Conserve
Pears Foundation - Grant to The Royal Wolverhampton NHS Trust Charity
£34,888	30/03/2021	Pears #iWill Fund: Youth Volunteering Programme
Department for Business, Energy and Industrial Strategy - Public Sector Low Carbon Skills Fund (Phase 1)
£19,650	02/12/2020	To improve low carbon skills in the public sector

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

THE ROYAL WOLVERHAMPTON NHS TRUST

Legal constitution

Charity registered in England & Wales on 27/11/1996, number: 1059467

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
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR17: 0 days late, AR16: 2 days late, AR06: 2 days late, AR05: 1 days late,

Main office

NEW CROSS HOSPITAL
WOLVERHAMPTON ROAD
HEATH TOWN
WOLVERHAMPTON
WV10 0QP

Objectives

FOR ANY CHARITABLE PURPOSE OR PURPOSES RELATING TO THE NATIONAL HEALTH SERVICE WHOLLY OR MAINLY FOR THE SERVICES PROVIDED BY THE ROYAL WOLVERHAMPTON NHS TRUST

Defined Area of Benefit:

NOT DEFINED

Data Sources