UNIVERSITY HOSPITALS BRISTOL & WESTON CHARITY

Charity number: 1170973
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity raises funds for Bristol city centre & Weston-super-Mare hospitals. It is the official charity partner for: Bristol Royal Infirmary, Bristol Eye Hospital, Bristol Royal Hospital for Children, Bristol Heart Institute, Bristol Haematology & Oncology Centre, Bristol Dental Hospital, St. Michael's Hospital, Weston General Hospital, South Bristol Community Hospital & Central Health Clinic.

Income and expenditure

Data for financial year ending 31 March 2024

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

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
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 17 December 1997: Standard registration
Organisation type:
Charitable company
Other names:
  • Bristol & Weston Hospitals Charity (Working name)
  • ABOVE & BEYOND (Previous name)
Company number:
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

13 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
David Wynick Chair 22 May 2024
None on record
Benjamin George Breeze Trustee 22 May 2024
None on record
Jane Caroline Oakland Trustee 22 May 2024
THE ANCHOR SOCIETY CIO
Received: On time
Bishrut Mukherjee Trustee 22 May 2024
None on record
Rajnish Razdan Trustee 22 May 2024
None on record
Carlos Leira Trustee 25 May 2022
None on record
Terence Owen Anthony Rice Trustee 25 May 2022
None on record
Clare Elizabeth Titley Trustee 25 May 2022
None on record
Stephen Campling Trustee 15 February 2022
None on record
Lee Aston Trustee 15 February 2022
None on record
JAMES ROBERT FOX MA HONS Trustee 15 February 2022
None on record
Jane Elizabeth Palmer Trustee 15 February 2022
DOLPHIN SOCIETY
Received: On time
Deirdre Fowler Trustee 15 February 2022
None on record

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 £2.57m £2.84m £2.64m £2.45m £3.27m
Total expenditure £4.07m £3.63m £1.53m £3.90m £3.71m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £18.93k N/A N/A N/A
Income - Donations and legacies £1.35m £1.97m £1.27m £1.15m £1.50m
Income - Other trading activities £161.00k £16.00k £48.00k £252.00k £613.00k
Income - Charitable activities £152.00k £152.00k £191.00k £199.00k £206.00k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £904.00k £680.00k £636.00k £855.00k £950.00k
Income - Other £4.00k £21.00k £500.00k £0 £1.00k
Income - Legacies £462.00k £708.00k £398.00k £108.00k £732.00k
Expenditure - Charitable activities £3.04m £2.81m £754.00k £2.67m £2.30m
Expenditure - Raising funds £1.03m £820.00k £776.00k £1.23m £1.41m
Expenditure - Governance £34.00k £37.00k £41.00k £37.00k £52.00k
Expenditure - Grants institution £1.48m £1.48m £611.00k £1.01m £593.00k
Expenditure - Investment management £38.00k £35.00k £42.00k £21.00k £21.00k
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 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £351.00k £316.00k £277.00k £234.00k £190.00k
Long-term investments £15.23m £16.50m £17.36m £16.72m £17.28m
Other assets £11.68m £9.75m £8.46m £6.43m £5.12m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £9.56m £7.90m £5.46m £4.84m £3.91m

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 10 December 2024 On time
Accounts and TAR 31 March 2024 10 December 2024 On time Download Open in new window
Annual return 31 March 2023 23 January 2024 On time
Accounts and TAR 31 March 2023 23 January 2024 On time Download Open in new window
Annual return 31 March 2022 05 January 2023 On time
Accounts and TAR 31 March 2022 05 January 2023 On time Download Open in new window
Annual return 31 March 2021 21 December 2021 On time
Accounts and TAR 31 March 2021 21 December 2021 On time Download Open in new window
Annual return 31 March 2020 29 January 2021 On time
Accounts and TAR 31 March 2020 29 January 2021 On time Download Open in new window
Submit annual return Open in new window

Linked charities

Linked charities
Governing document
WILL OF GLADYS LILIAN STONE DATED 5 NOVEMBER 1993
Charitable objects
FOR THE EXCLUSIVE USE OF THE OPTHALMIC DEPARTMENT AT WESTON SUPER MARE GENERAL HOSPITAL
Area of benefit
NOT DEFINED
Registration history
  • 17 December 1997 : Standard registration

Contact information

Address:
Whitefriars
Lewins Mead
Bristol
BS1 2NT
Phone:
01179277120