Finance Score: -5

Governance Score: 0

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No supporters identified

Overall GiG Score: -5

HEREFORDSHIRE AND WORCESTERSHIRE HEALTH AND CARE NHS TRUST CHARITABLE FUNDS

Supporting Healthcare

Analysis by Giving is Great

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
Income has been volatile and on several occasions in recent years 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		£104	£178	£-74	n/a	n/a	n/a	n/a	n/a
31/03/22		£84	£201	£-117	n/a	n/a	n/a	n/a	n/a
31/03/21		£238	£221	£17	n/a	n/a	n/a	n/a	n/a
31/03/20		£154	£144	£10	n/a	n/a	n/a	n/a	n/a
31/03/19		£474	£207	£267	n/a	n/a	n/a	n/a	n/a
31/03/18		£116	£153	£-36	£0	£0	£0	n/a	0
31/03/17		£153	£215	£-62	£0	£0	£0	n/a	0
31/03/16		£186	£248	£-62	£0	£0	£0	n/a	0
31/03/15		£134	£135	£-1	£0	£0	£0	n/a	0
31/03/14		£214	£85	£130	£0	£0	£0	n/a	0
31/03/13		£207	£138	£70	£0	£0	£0	n/a	0
31/03/12		£222	£428	£-206	£0	£0	£0	n/a	0
31/03/11		£577	£177	£400	£26	£976	£222	15.1	0
31/03/10		£241	£315	£-74	£0	£0	£0	n/a	0
31/03/09		£226	£232	£-5	£0	£0	£0	n/a	0
31/03/08	*	£236	£193	£44	£0	£0	£0	n/a	0
31/03/07		£153	£208	£-55	£0	£0	£0	n/a	0
31/03/06	*	£238	£142	£96	£0	£0	£0	n/a	0
31/03/05	*	£154	£200	£-46	£0	£0	£0	n/a	0
31/03/04		£235	£226	£9	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 27 years

charles.lavalette@nhs.net

01905681321

Charity Commission for England and Wales

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Worcestershire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who supports 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
Herefordshire Community Foundation - Allotment Group
£991	13/02/2024 2	Weekly allotment group for clients

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

WORCESTERSHIRE HEALTH & CARE NHS TRUST

Legal constitution

Charity registered in England & Wales on 23/01/1997, number: 1060335

Gift Aid

Registered with HMRC for Gift Aid

Event History

12/07/2017 - Asset transfer in from THE WORCESTERSHIRE HEALTH AND CARE NHS TRUST (EXPENDABLE FUNDS) COMMON INVESTMENT FUND
12/07/2017 - Asset transfer in from THE PSYCHIATRY DIRECTORATE
12/07/2017 - Asset transfer in from EVESHAM COMMUNITY HOSPITAL GENERAL PURPOSE
12/07/2017 - Asset transfer in from MALVERN COMMUNITY HOSPITAL GENERAL PURPOSE
12/07/2017 - Asset transfer in from MENTAL HEALTH GENERAL PURPOSE
12/07/2017 - Asset transfer in from PRINCESS OF WALES COMMUNITY HOSPITAL GENERAL PURPOSE
12/07/2017 - Asset transfer in from PERSHORE COTTAGE HOSPITAL GENERAL PURPOSE
12/07/2017 - Asset transfer in from WORCESTERSHIRE HEALTH AND CARE NHS TRUST CHARITY
12/07/2017 - Asset transfer in from TENBURY HOSPITAL GENERAL FUND
12/07/2017 - Asset transfer in from COMMUNITY AND CHILD HEALTH CHARITY
Linked charity: EVESHAM COMMUNITY HOSPITAL GENERAL PURPOSE
Linked charity: EVESHAM COMMUNITY HOSPITAL GENERAL PURPOSE
Linked charity: MALVERN COMMUNITY HOSPITAL GENERAL PURPOSE
Linked charity: MALVERN COMMUNITY HOSPITAL GENERAL PURPOSE
Linked charity: MENTAL HEALTH GENERAL PURPOSE
Linked charity: MENTAL HEALTH GENERAL PURPOSE
Linked charity: PRINCESS OF WALES COMMUNITY HOSPITAL GENERAL PURPOSE
Linked charity: PRINCESS OF WALES COMMUNITY HOSPITAL GENERAL PURPOSE
Linked charity: PERSHORE COTTAGE HOSPITAL GENERAL PURPOSE
Linked charity: PERSHORE COTTAGE HOSPITAL GENERAL PURPOSE
Linked charity: THE WORCESTERSHIRE HEALTH AND CARE NHS TRUST (EXPENDABLE FUNDS) COMMON INVESTMENT FUND
Linked charity: THE WORCESTERSHIRE HEALTH AND CARE NHS TRUST (EXPENDABLE FUNDS) COMMON INVESTMENT FUND
Linked charity: COMMUNITY AND CHILD HEALTH CHARITY
Linked charity: COMMUNITY AND CHILD HEALTH CHARITY
Linked charity: THE PSYCHIATRY DIRECTORATE
Linked charity: THE PSYCHIATRY DIRECTORATE
Linked charity: TENBURY HOSPITAL GENERAL FUND
Linked charity: TENBURY HOSPITAL GENERAL FUND
Linked charity: WORCESTERSHIRE HEALTH AND CARE NHS TRUST CHARITY
Linked charity: WORCESTERSHIRE HEALTH AND CARE NHS TRUST CHARITY

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
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

Filing Record

20 returns made; AR08: 11 days late, AR06: 1 days late, AR05: 1 days late,

Main office

2 Kings Court
Charles Hastings Way
WORCESTER
WR5 1JR

Objectives

SEE INDIVIDUAL CONSTITUENTS

Defined Area of Benefit:

NOT DEFINED

Data Sources

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