Finance Score: -3

Governance Score: 0

Support Score: 6

Spending declining: -1
Multiple Deficits: -2
No PartB

Large volunteers +3
Grant maker support: +3

Overall GiG Score: 3

SOUTH WEST LONDON AND ST GEORGE'S MENTAL HEALTH NHS TRUST CHARITABLE FUND

The SWL and St Georges MH NHS Trust Charitable Fund works in partnership with the Trust to invest and promote projects that will make a tangible benefit to staff, service users and carers in SWL.We fund people and projects striving to improve care, support recovery and prevent mental illness by supporting charitable initiatives that add value beyond the limits of what can be funded by the NHS.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

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
Spending is declining
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	Volun- teers
31/03/23		£38	£25	£13	n/a	n/a	n/a	n/a	n/a	6
31/03/22		£8	£27	£-19	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£121	£81	£40	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£9	£50	£-41	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£46	£38	£8	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£19	£30	£-12	£0	£0	£0	n/a	0	0
31/03/17		£28	£24	£4	£0	£0	£0	n/a	0	0
31/03/16		£9	£37	£-28	£0	£0	£0	n/a	0	0
31/03/15		£33	£103	£-71	£0	£0	£0	n/a	0	0
31/03/14		£15	£103	£-88	£0	£0	£0	n/a	0	0
31/03/13		£27	£199	£-172	£0	£0	£0	n/a	0	0
31/03/12		£35	£317	£-283	£0	£0	£0	n/a	0	0
31/03/11		£44	£242	£-198	£0	£0	£0	n/a	0	0
31/03/10		£85	£288	£-203	£0	£0	£0	n/a	0	0
31/03/09		£80	£171	£-92	£0	£0	£0	n/a	0	0
31/03/08		£83	£181	£-97	£0	£0	£0	n/a	0	0
31/03/07		£95	£172	£-77	£0	£0	£0	n/a	0	0
31/03/06	*	£120	£198	£-78	£0	£0	£0	n/a	0	0
31/03/05	*	£254	£210	£43	£0	£0	£0	n/a	0	0
31/03/04		£93	£166	£-73	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 27 years

https://swlstg.nhs.uk/charity

VINCENT.YOUNG@SWLSTG.NHS.UK

02035136694

Charity Commission for England and Wales

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives

GiG Classification

Specialty hospitals (incl psychiatric and substance abuse)

How it operates

Makes Grants to Individuals
Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Kingston Upon Thames, Merton, Richmond Upon Thames, Sutton, Wandsworth,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities

Who works here?

Unknown number of employees
6 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
Greater London Authority - Rough Sleeping and Mental Health Programme (RAMHP)
£100,116	24/03/2023	Grant of £100,116 for South West London and St George's Mental Health NHS Trust to expand their project to pilot new ways of working with people who sleep rough and have mental health needs in ....more Grant of £100,116 for South West London and St George's Mental Health NHS Trust to expand their project to pilot new ways of working with people who sleep rough and have mental health needs in Richmond, Wandsworth, Kingston, Sutton and Merton. This includes providing a dedicated team of mental health professionals to support people sleeping rough. This brings the total grant funding for the project to £780,116.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

SOUTH WEST LONDON & ST GEORGES

Legal constitution

Charity registered in England & Wales on 25/02/1997, number: 1060944

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events 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
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; AR06: 1 days late, AR05: 2 days late,

Recent reorganisation events:

Asset transfer in from FRIENDS OF SURBITON AND TOLWORTH HEALTH COMMUNITY on 27/01/2023

Main office

SWL STG Mental Health Nhs Trust
Trinity Building
Springfield University Hospital
15 Springfield Drive
LONDON
SW17 0YF

Objectives

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

Defined Area of Benefit:

NOT DEFINED

Data Sources