UNIVERSITY HOSPITALS BIRMINGHAM CHARITY

Charity number: 1165716
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

UHB Charity runs the Queen Elizabeth Hospital Birmingham Charity, Heartland Hospital Charity, Good Hope Hospital Charity, Solihull Hospital Charity and Fisher House (for the UK's military patients). It is the official charity for University Hospitals Birmingham NHS Foundation Trust and Heart of England NHS Foundation Trust, providing things over and above that which can be provided by the NHS

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£5,163,000

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Donations and legacies £3.64m
Charitable activities £790.00k
Other trading activities £0
Investments £738.00k
Other £0

Total expenditure:
£6,112,000

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Raising funds £1.16m
Charitable activities £4.96m
Other £0

£588,000 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £1.16m
Charitable expenditure £4.96m

People

22 Employee(s)

10 Trustee(s)

400 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£90k to £100k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
  • Armed Forces/emergency Service Efficiency
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Provides Services
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 22 January 2003: Standard registration
  • 02 March 2018: Removed (Ceased to exist)
Organisation type:
Charitable company
Other names:
  • Good Hope Hospital Charity (Working name)
  • Heartlands Hospital Charity (Working name)
  • QUEEN ELIZABETH HOSPITAL BIRMINGHAM CHARITY (Working name)
  • Solihull Hospital Charity (Working name)
  • QUEEN ELIZABETH HOSPITAL BIRMINGHAM CHARITY, HEARTLANDS HOSPITAL CHARITY, GOOD HOPE HOSPITAL CHARITY, SOLIHULL HOSPITAL CHARITY (Previous name)
Company number:
10004003 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Paying staff
  • 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
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr Raj Kumar Verma Trustee 12 February 2025
None on record
Keith Alan Bushnell Trustee 12 February 2025
None on record
Amelia Godson Trustee 22 November 2023
None on record
Amil Khan Trustee 24 August 2022
United by 2022 Charity
Received: On time
FISHER HOUSE UK
Received: On time
THE WARWICKSHIRE CRICKET FOUNDATION
Recently registered
Alexia Louise Binns Trustee 24 August 2022
None on record
Hannah Elizabeth Woodall-Pagan Trustee 24 August 2022
None on record
Joanne Eales Trustee 22 May 2019
None on record
William Stanley Baldwin Trustee 22 May 2019
FISHER HOUSE UK
Received: On time
MICHAEL RICHARD SEABROOK Trustee 02 March 2018
FISHER HOUSE UK
Received: On time
DAVID MICHAEL MACKAY Trustee 02 March 2018
FISHER HOUSE UK
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £5.28m £5.85m £3.66m £4.69m £5.16m
Total expenditure £5.11m £4.05m £4.87m £4.31m £6.11m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £3.57m £4.16m £2.61m £3.31m £3.64m
Income - Other trading activities £51.00k £11.00k £2.00k £39.00k £0
Income - Charitable activities £1.03m £1.09m £527.00k £683.00k £790.00k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £628.00k £587.00k £522.00k £652.00k £738.00k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £1.19m £1.33m £1.20m £654.00k £622.00k
Expenditure - Charitable activities £4.07m £3.43m £4.16m £3.31m £4.96m
Expenditure - Raising funds £1.01m £629.00k £702.00k £999.00k £1.16m
Expenditure - Governance £94.00k £52.00k £66.10k £403.10k £63.00k
Expenditure - Grants institution £3.75m £3.23m £4.05m £2.91m £4.07m
Expenditure - Investment management £23.00k £16.00k £17.00k £18.00k £43.00k
Expenditure - Other £25.00k £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £2.05m £1.69m £1.94m £1.72m £2.05m
Long-term investments £12.86m £14.56m £12.81m £11.93m £12.52m
Other assets £4.15m £5.88m £7.28m £7.19m £7.46m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £5.43m £4.47m £4.77m £3.92m £5.47m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 03 October 2024 On Time
Accounts and TAR 31 March 2024 03 October 2024 On Time Download Open in new window
Annual return 31 March 2023 13 October 2023 On Time
Accounts and TAR 31 March 2023 13 October 2023 On Time Download Open in new window
Annual return 31 March 2022 25 October 2022 On Time
Accounts and TAR 31 March 2022 25 October 2022 On Time Download Open in new window
Annual return 31 March 2021 04 December 2021 On Time
Accounts and TAR 31 March 2021 04 December 2021 On Time Download Open in new window
Annual return 31 March 2020 16 October 2020 On Time
Accounts and TAR 31 March 2020 16 October 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 01 JAN 1753

Charitable objects

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 UNIVERSITY HOSPITALS BIRMINGHAM NHS FOUNDATION TRUST OR THE PURPOSES OF THE HEALTH SERVICE; (B) TO PROMOTE, PROTECT, PRESERVE AND ADVANCE ALL OR ANY ASPECTS OF THE HEALTH OF THE PUBLIC; AND (C) TO ADVANCE AND PROMOTE KNOWLEDGE AND EDUCATION IN MEDICINE INCLUDING BY ENGAGING IN AND SUPPORTING MEDICAL RESEARCH (AND THE DISSEMINATION OF THE USEFUL RESULTS).

Linked charities

Linked charities
Linked charity 1165716-4 BUTLER-LINES HOUSE OF REST AND RECREATION FOR NURSES
Governing document
SCHEME DATED 2 SEPTEMBER 1995 AND RESOLUTIONS MADE UNDER SECTIONS 74 AND 75 OF THE CHARITIES ACT 1993
Charitable objects
FOR THE BENEFIT OF MEMBERS AND RETIRED MEMBERS OF THE NURSING AND MIDWIFERY STAFF OF THE UNITED BIRMINGHAM HOSPITALS AND PERSONS BEING TRAINED IN NURSING AND MIDWIFERY AT THE SAID HOSPITAL WHO IN THE OPINION OF THE TRUSTEES ARE IN NEED BY ASSISTING THEM TO OBTAIN REST OR CONVALESCENCE
Area of benefit
NOT DEFINED
Registration history
  • 22 January 2003 : Standard registration
  • 02 March 2018 : Removed

Contact information

Address:
UHB Charity
Fisher House
Mindelsohn Way
Queen Elizabeth Hospital
BIRMINGHAM
B15 2GN
Phone:
01213714852
Email:
charities@uhb.nhs.uk
Website:

www.hospitalcharity.org Open in new window