THE HOSPITAL OF GILBERT, EARL OF SHREWSBURY AT SHEFFIELD

Charity number: 221644
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

1. Maintenance of Almshouses which are occupied by in-pensioners. 2. Grants to other local charities.

Income and expenditure

Data for financial year ending 31 December 2023

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.

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

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

What, who, how, where

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
Who the charity helps:
  • Children/young People
  • Elderly/old People
How the charity helps:
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Sheffield City

Governance

Registration history:
  • 20 September 1963: Standard registration
Organisation type:
Other
Other names:
  • SHREWSBURY HOSPITAL (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves 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
  • Trustee expenses policy and procedures
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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
THE DUKE OF NORFOLK Chair
None on record
Caroline Hanson Trustee 17 May 2023
EDUCATIONAL FOUNDATION OF GEORGE ELLIS
Received: On time
Katrina Blandy Mayson Trustee 17 May 2023
None on record
Henry Miles Arundel Trustee 20 November 2019
None on record
Nicholas Robert Bown Robsinson Trustee 09 May 2018
None on record
OLIVER GEORGE STEPHENSON MA HONS Trustee 01 July 2014
SHEFFIELD TOWN TRUST
Received: On time
DUKE OF DEVONSHIRE'S CHARITABLE TRUST
Received: On time
NICHOLAS JAMES ANTHONY HUTTON MBE Trustee 17 September 2011
THE JAMES NEILL TRUST FUND
Received: On time
MARJORIE COOTE OLD PEOPLES CHARITY FUND
Received: On time
CHURCH BURGESSES TRUST
Received: On time
THE HOUNSFIELD PENSIONS CHARITY
Received: On time
SHEFFIELD TOWN TRUST
Received: On time
WILLIAM ELLIS BEQUEST
Received: On time
THE SHEFFIELD DIAL- A -RIDE CLUB
Received: On time
PHILIP CHARLES WENTWORTH HOWARD Trustee 07 February 1982
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £585.11k £554.21k £532.77k £538.88k £536.82k
Total expenditure £676.59k £713.56k £796.52k £802.73k £878.22k
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 £0 £0 £0 £0 £0
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £37.19k £34.98k £23.65k £24.12k £30.42k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £547.92k £519.23k £509.12k £514.76k £506.40k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £545.65k £574.75k £663.73k £640.70k £625.35k
Expenditure - Raising funds £130.94k £138.80k £132.79k £162.03k £252.86k
Expenditure - Governance £31.00k £36.74k £38.21k £41.69k £42.46k
Expenditure - Grants institution £80.29k £100.00k £75.00k £75.00k £75.00k
Expenditure - Investment management £99.18k £47.33k £51.10k £49.58k £44.97k
Expenditure - Other £0 £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 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £3.25m £3.22m £3.27m £3.27m £3.26m
Long-term investments £13.25m £13.41m £14.02m £13.23m £12.97m
Other assets £248.31k £278.74k £194.24k £231.76k £268.38k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £213.65k £233.07k £239.82k £291.52k £243.55k

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 December 2023 09 September 2024 On Time
Accounts and TAR 31 December 2023 09 September 2024 On Time Download Open in new window
Annual return 31 December 2022 31 October 2023 On Time
Accounts and TAR 31 December 2022 31 October 2023 On Time Download Open in new window
Annual return 31 December 2021 18 August 2022 On Time
Accounts and TAR 31 December 2021 18 August 2022 On Time Download Open in new window
Annual return 31 December 2020 27 September 2021 On Time
Accounts and TAR 31 December 2020 27 September 2021 On Time Download Open in new window
Annual return 31 December 2019 16 June 2020 On Time
Accounts and TAR 31 December 2019 16 June 2020 On Time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
Fowler Sandford
4th Floor Abbey House
Leopold Street
Sheffield
S1 2GY
Phone:
0114 266 7171
Email:
No information available
Website:

No information available