Finance Score: -8

Governance Score: 9

Support Score: 4

Excess reserves: -3
Large legacies income: +1
Multiple Deficits: -2
Fundraising costs high: -4

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 5

ADDENBROOKE'S CHARITABLE TRUST

Raises funds to support Addenbrooke's and the Rosie Hospitals; connecting givers and causes, supporting projects and facilities beyond the boundaries of NHS funding to achieve the highest possible standards and outcomes in patient experience, clinical care, research and education. Successor to 1048868 - see www.act4addenbrookes.org.uk/Aboutus/Publications for annual report 2016/17 & earlier years.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has received considerable income from legacies in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £21,322,940 available, equivalent to 31 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
Fundraising costs are extremely high relative to funds raised

Established: 28 years

www.act4addenbrookes.org.uk

hello@act4addenbrookes.org.uk

01223 217757

Charity Commission for England and Wales

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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	£11,345	£8,301	£3,044	£2,106	£27,478	£21,323	30.8	41	23
31/03/22	£8,159	£8,176	£-17	£2,062	£24,967	£21,354	31.3	42	24
31/03/21	£6,664	£10,667	£-4,003	£1,780	£22,968	£18,860	21.2	40	23
31/03/20	£7,267	£7,612	£-345	£1,591	£25,752	£20,850	32.9	38	27
31/03/19	£8,885	£7,969	£916	£1,652	£26,327	£21,434	32.3	34	11
31/03/18	£8,669	£10,500	£-1,831	£1,643	£25,565	£20,495	23.4	36	0

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Financial Ratios

Fundraising Costs/Relevant Income: 38.5%
Fundraising Costs/Total Spending: 28%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 26%
Liabilities/Income: 84%
Unrestricted Funds/Total Funds: 78%
Reserves/Spending: 30.8 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.1

Asset Split ?

Listed activities

The Advancement Of Health Or Saving Of Lives

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Botswana, Burma, Cambridgeshire, El Salvador, Essex, Hertfordshire, India, Jordan, Kenya, Norfolk, Sierra Leone, Suffolk, Uganda, Zimbabwe,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

41 employees
23 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.

Major supporters in last 5 years

Garfield Weston Foundation	£50,000
Masonic Trust	£5,000
Rothschild Foundation	£2,500

Specific Donations

Amount	When Months	To be used for
Rothschild Foundation - Grant to Addenbrook’s Charitable Trust
£2,500	03/11/2021	Support of Addenbrook’s Charitable Trust following Henry Kimbell's Newbury race-day
Masonic Trust - MCF Matched Funding
£5,000	16/09/2021	Unrestricted matched funding in partnership with the local masonic province
Garfield Weston Foundation - Major Grants award - COVID19 response
£50,000	01/05/2020	ACT Emergency Appeal: COVID-19 Fast Response Fund
Pears Foundation - Grant to Addenbrooke's Charitable Trust
£72,090	05/02/2018 36	Pears #iwill Fund: Youth Volunteering
Dunhill Medical Trust - Dancing for Health Project
£117,045	06/12/2016 24	Improving the wellbeing of older people through dance workshops in hospital
Road Safety Trust - Grant to Addenbrooke's Charitable Trust
£100,000	05/04/2016 41	Targeting Road Injury Prevention

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 47-73

CLAIRE LOUISE SMITH Appointed: 2018, Occupation: Director

CHARLES MAX PACKSHAW (Chair) Appointed: 2022, Occupation: Company Director

CHRISTOPHER MARK HUTTON WALKINSHAW Appointed: 2017, Occupation: Communications Director, Other trusteeship: SIR MICHAEL MARSHALL CHARITABLE TRUST,

DR MIKE KNAPTON Appointed: 2017, Occupation: Doctor, Other trusteeship: CAMBRIDGE COMMUNITY NURSING TRUST,

DR ANNETTE MARIAN DOHERTY Appointed: 2022, Occupation: Senior Advisor

DR FIONA ELIZABETH CORNISH Appointed: 2017, Other trusteeships: THE PARAGON TRUST, The Friends of Michaelhouse Limited,

DR HUGO EDWARD RAWLINSON FORD Appointed: 2017, Occupation: Hospital Doctor

JAMES STEVENS Appointed: 2021, Occupation: Company Director

LESLIE CLIFFORD Appointed: 2023, Occupation: Chartered Accountant

PROFESSOR HELEN ST CLAIRE HOWE Appointed: 2017, Occupation: Pharmacist

SIMON JOE THORLEY Appointed: 2017, Occupation: Lawyer

WILLIAM PHILIP FOX Appointed: 2020, Occupation: Fund Manager

Legal constitution

Charitable company registered in England & Wales on 20/02/1996, number: 1170103
Registered at Companies House on 08/11/2016, number: 10469089

Gift Aid

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
Paying staff
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

6 returns made; all on time

Main office

BOX 126
ADDENBROOKES HOSPITAL
HILLS ROAD
CAMBRIDGE
CB2 0QQ

Objectives

THE OBJECTS OF THE CHARITY ARE, FOR THE PUBLIC BENEFIT:(A) TO FURTHER ANY CHARITABLE PURPOSE OR PURPOSES RELATING TO THE GENERAL OR ANY SPECIFIC PURPOSES OF THE FOUNDATION TRUST [BEING THE CAMBRIDGE UNIVERSITY HOSPITALS NHS FOUNDATION TRUST OR ITS SUCCESSOR] OR THE PURPOSES OF THE HEALTH SERVICE [AS DEFINED IN SECTION 1 OF THE NATIONAL HEALTH SERVICE ACT 2006];(B) TO ADVANCE AND PROMOTE ALL OR ANY ASPECTS OF THE HEALTH AND WELFARE OF THE PUBLIC; AND (C) TO ADVANCE AND PROMOTE KNOWLEDGE AND SKILLS IN HEALTH CARE, INCLUDING BY ENGAGING IN AND SUPPORTING HEALTH-RELATED RESEARCH (AND THE DISSEMINATION OF ITS USEFUL RESULTS), EDUCATION AND TRAINING.

Data Sources