Finance Score: 0

Governance Score: 0

Support Score: 2

Liabilities <10%: +3
Excess reserves: -4
Multiple Deficits: -2
Fundraising costs low: +3

Grant maker support: +2

Overall GiG Score: 2

ANEURIN BEVAN UNIVERSITY LOCAL HEALTH BOARD CHARITABLE FUND AND OTHER RELATED CHARITIES

The main purpose of the charity is to apply income for any charitable purpose relating to the National Health Service delivered by the Aneurin Bevan University Local Health Board.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
This charity uses a corporate trustee

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £4,531,000 available, equivalent to 52 months of spending and so may not be able to utilise additional funding
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
31/03/23		£1,144	£1,048	£96	£10	£5,770	£4,531	51.9
31/03/22		£981	£930	£51	£8	£6,044	£4,802	62
31/03/21		£1,171	£1,241	£-70	£5	£5,416	£4,313	41.7
31/03/20		£954	£1,087	£-133	£15	£4,815	£3,836	42.3
31/03/19		£871	£1,017	£-146	£43	£4,980	£3,696	43.6
31/03/18		£993	£930	£63	£8	£4,788	£3,508	45.3
31/03/17		£936	£1,305	£-369	£7	£4,636	£3,410	31.4
31/03/16	*	£1,409	£1,319	£90	£9	£4,599	£3,362	30.6
31/03/15		£1,173	£1,404	£-231	£61	£4,580	£3,606	30.8
31/03/14		£1,082	£2,090	£-1,008	£60	£4,433	£3,731	21.4
31/03/13		£1,390	£2,240	£-850	£54	£5,432	£4,462	23.9
31/03/12		£1,464	£1,474	£-10	£53	£5,960	£2,816	22.9
31/03/11		£1,217	£1,188	£29	£63	£5,831	£2,863	28.9
31/03/10		£1,397	£1,329	£68	£59	£5,847	£5,840	52.7
31/03/09		£1,346	£1,209	£137	£36	£4,338	£4,338	43.1
31/03/08	*	£1,135	£1,070	£66	£39	£5,308	£5,308	59.5
31/03/07	*	£1,164	£1,144	£20	£36	£5,342	£5,342	56
31/03/06		£1,593	£1,100	£493	£0	£0	£0	n/a
31/03/05	*	£1,171	£1,153	£17	£0	£0	£0	n/a
31/03/04		£1,239	£1,114	£125	£0	£0	£0	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 1.1%
Fundraising Costs/Total Spending: 1%
Highest pay band: Less than £60,000
Liabilities/Assets: 7%
Liabilities/Income: 39%
Unrestricted Funds/Total Funds: 79%
Reserves/Spending: 51.9 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.2

Asset Split ?

Established: 21 years

Charitable.Funds.ABB@wales.nhs.uk

01495765414

Charity Commission for England and Wales

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Colleges and universities

How it operates

Acts as an umbrella or resource body

Where it operates

Blaenau Gwent, Caerphilly, Monmouthshire, Newport City, Torfaen,

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
Masonic Trust - MCF Matched Funding
£1,000	19/01/2022	Unrestricted matched funding in partnership with the local masonic province
Nesta - AC01348
£5,000	27/10/2021 1	People Powered Results programme grant to Aneurin Bevan University Health Board Grant Ref AC01348

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

ANEURIN BEVAN UNIVERSITY LOCAL HEALTH BOARD

Legal constitution

Charity registered in England & Wales on 24/07/2003, number: 1098728

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

14/12/2019 - Asset transfer in from CHANNEL 1 NEWPORT HOSPITAL RADIO
22/08/2023 - Asset transfer in from THE NEVILL HALL HOSPITAL THROMBOSIS AND GENERAL RESEARCH FUND
Linked charity: GWENT HEALTHCARE NHS TRUST (EXPENDABLE FUNDS) COMMON INVESTMENT FUND
Linked charity: GWENT HEALTHCARE NHS TRUST CHARITABLE FUND

Policies in force

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
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR16: 0 days late, AR08: 125 days late, AR07: 2 days late, AR05: 1 days late,

Recent reorganisation events:

Asset transfer in from CHANNEL 1 NEWPORT HOSPITAL RADIO on 14/12/2019
Asset transfer in from THE NEVILL HALL HOSPITAL THROMBOSIS AND GENERAL RESEARCH FUND on 22/08/2023

Main office

Aneurin Bevan Local Health Board
PO BOX 10
PONTYPOOL
NP4 0XG

Objectives

SEE INDIVIDUAL CONSTITUENTS

Defined Area of Benefit:

GWENT

Data Sources