Finance Score: -1

Governance Score: -1

Support Score: 4

Large legacies income: +1
Multiple Deficits: -2
No PartB

No conflicts policy: -1

Grant maker support: +4

Overall GiG Score: 2

NORTH CUMBRIA HOSPITALS NHS CHARITY

The trustees shall hold the charitable fund upon trust to apply the income and at their discretion, so far as may be permissible, the capital, for any charitable purpose or purposes relating to the National Health Service.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
This charity has received considerable income from legacies in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
This charity uses a corporate trustee

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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		£415	£523	£-108	n/a	n/a	n/a	n/a	n/a
31/03/22		£385	£397	£-12	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£1,123	£474	£649	£0	£2,559	£1,406	35.6	0
31/03/20		£383	£284	£99	n/a	n/a	n/a	n/a	n/a
31/03/19		£384	£700	£-317	n/a	n/a	n/a	n/a	n/a
31/03/18		£344	£654	£-309	£0	£0	£0	n/a	0
31/03/17		£361	£670	£-309	£0	£0	£0	n/a	0
31/03/16		£390	£804	£-414	£0	£0	£0	n/a	0
31/03/15		£550	£397	£153	£59	£3,049	£2,043	61.8	0
31/03/14		£680	£664	£16	£48	£2,896	£1,991	36	0
31/03/13		£397	£665	£-268	£0	£0	£0	n/a	0
31/03/12		£609	£743	£-134	£51	£3,174	£2,159	34.9	0
31/03/11		£495	£957	£-462	£0	£0	£0	n/a	0
31/03/10		£1,035	£856	£179	£51	£3,732	£2,449	34.4	0
31/03/09		£1,298	£753	£544	£46	£3,395	£2,267	36.1	0
31/03/08		£857	£824	£33	£44	£2,998	£2,469	36	0
31/03/07		£1,669	£507	£1,162	£52	£3,008	£2,426	57.5	0
31/03/06		£783	£618	£165	£0	£0	£0	n/a	0
31/03/05	*	£869	£714	£155	£0	£0	£0	n/a	0
31/03/04	*	£806	£625	£181	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 27 years

01228523444

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Cumbria,

Who it helps

Children/Young People
Elderly/Old People
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
Cumbria Community Foundation - Place-based funds
£89,278	14/01/2022	Place-based funds

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

NORTH CUMBRIA INTEGRATED CARE NHS FOUNDATION TRUST

Legal constitution

Charity registered in England & Wales on 31/12/1996, number: 1059946

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Risk management

Filing Record

20 returns made; AR21: 263 days late, AR05: 12 days late, AR04: 1 days late,

Main office

NHS Finance Parkhouse Building
Baron Way
Kingmoor Business Park
CARLISLE
Cumbria
CA6 4SJ

Objectives

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

Defined Area of Benefit:

NOT DEFINED

Data Sources