ROYAL DEVON UNIVERSITY HEALTHCARE NHS FOUNDATION TRUST CHARITY

Charity number: 1061384
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Charity raises funds for Royal Devon University Healthcare NHS Foundation Trust to benefit both patients and staff over and above what is possible with NHS funding. We assist with the purchase of capital equipment and contributions towards capital schemes, patient welfare, staff training and development, staff welfare and medical research

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

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

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • Arts/culture/heritage/science
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Devon

Governance

Registration history:
  • 28 July 1997: Standard registration
  • 27 March 2018: Removed (Transfer of funds)
Organisation type:
Other
Other names:
  • 1.RD&E CHARITY 2.OVER AND ABOVE (Working name)
  • Royal Devon Hospitals Charity (Working name)
  • 1.RD&E CHARITY 2.OVER AND ABOVE (Previous name)
  • RD&E CHARITY (Previous name)
  • RD&E CHARITY OVER AND ABOVE (Previous name)
  • RD&E CHARITY - OVER AND ABOVE (Previous name)
  • RD&E CHARITYOVER AND ABOVE (Previous name)
  • RD&E CHARITYOVER AND ABOVE (Previous name)
  • ROYAL DEVON AND EXETER NHS FOUNDATION TRUST GENERAL CHARITY (Previous name)
  • ROYAL DEVON UNIVERSITY HEALTHCARE NHS FOUNDATION TRUST (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • 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 does not own and/or lease 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

16 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Professor Sarah Elizabeth Lamb Trustee 29 January 2025
None on record
David Harland Trustee 09 September 2024
ABANDOFBROTHERS
Received: On time
Timothy Cooper Trustee 27 August 2024
KEY UNLOCKING FUTURES LTD
Received: On time
Samuel Higginson Trustee 22 January 2024
None on record
Dr Martin Marshall Trustee 28 November 2022
GATEWAY SIDMOUTH
Received: On time
Dame Shan Morgan Trustee 01 April 2022
NATIONAL MARITIME MUSEUM CORNWALL TRUST
Received: On time
Tony Neal Trustee 01 April 2022
None on record
Brigid Kent Trustee 28 June 2021
None on record
John Palmer Trustee 12 April 2021
None on record
Carolyn Mills Trustee 18 January 2021
None on record
Angela Hibbard Trustee 01 January 2021
None on record
Hannah Foster Trustee 05 August 2019
SOUTH WEST MINISTRY TRAINING COURSE
Received: On time
Alastair Matthews Trustee 01 October 2018
None on record
Chris Tidman Trustee 18 September 2017
None on record
Dr ADRIAN HARRIS Trustee 01 April 2015
None on record
Royal Devon University Healthcare NHS Foundation Trust Trustee 19 March 1997
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 £2.77m £861.00k £870.00k £3.63m £2.18m
Total expenditure £2.90m £511.00k £565.00k £2.05m £2.13m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A £1.53k £2.08k
Income - Donations and legacies £2.68m £798.00k £799.00k £2.18m £1.67m
Income - Other trading activities £3.00k £0 £0 £230.00k £302.00k
Income - Charitable activities £0 £0 £0 £12.00k £29.00k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £83.00k £63.00k £71.00k £98.00k £174.00k
Income - Other £0 £0 £0 £1.11m £0
Income - Legacies £903.00k £8.00k £326.00k £540.00k £338.00k
Expenditure - Charitable activities £2.89m £495.00k £547.00k £1.56m £1.53m
Expenditure - Raising funds £16.00k £16.00k £18.00k £489.00k £605.00k
Expenditure - Governance £12.00k £12.00k £12.00k £25.00k £31.00k
Expenditure - Grants institution £2.82m £432.00k £483.00k £1.47m £1.41m
Expenditure - Investment management £16.00k £16.00k £18.00k £18.00k £20.00k
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 £0 £0 £0 £0 £0
Long-term investments £2.31m £2.79m £2.89m £3.26m £3.52m
Other assets £1.63m £576.00k £898.00k £2.12m £2.84m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £1.47m £52.00k £49.00k £244.00k £887.00k

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 24 December 2024 On Time
Accounts and TAR 31 March 2024 24 December 2024 On Time Download Open in new window
Annual return 31 March 2023 26 January 2024 On Time
Accounts and TAR 31 March 2023 26 January 2024 On Time Download Open in new window
Annual return 31 March 2022 29 December 2022 On Time
Accounts and TAR 31 March 2022 29 December 2022 On Time Download Open in new window
Annual return 31 March 2021 25 January 2022 On Time
Accounts and TAR 31 March 2021 25 January 2022 On Time Download Open in new window
Annual return 31 March 2020 26 January 2021 On Time
Accounts and TAR 31 March 2020 26 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Linked charities

Linked charities
Governing document
DECLARATION OF TRUST DATED 17/2/97 AS AMENDED BY SUPPLEMENTAL DEED DATED 3 AUGUST 2004
Charitable objects
FOR ANY CHARITABLE PURPOSES, PRINCIPALLY (BUT NOT EXCLUSIVELY) AT OR IN CONNECTION WITH THE ROYAL DEVON AND EXETER NHS FOUNDATION TRUST, WHICH WILL FURTHER THE FOLLOWING AIMS A) THE INVESTIGATION OF THE CAUSES OF SICKNESS AND DISABILITY AND THE PREVENTION, TREATMENT, CURE AND DEFEAT OF SICKNESS AND DISABILITY IN ALL ITS FORMS; B) THE ADVANCEMENT OF SCIENTIFIC AND MEDICAL EDUCATION AND RESEARCH IN TOPICS RELATED TO SICKNESS AND DISABILITY; C) THE FURTHERANCE OF ANY OTHER CHARITABLE PURPOSES FOR THE RELIEF OF PERSONS SUFFERING FROM SICKNESS AND DISABILITY IN ALL ITS FORMS
Area of benefit
NOT DEFINED
Registration history
  • 28 July 1997 : Standard registration
  • 27 March 2018 : Removed

Contact information

Address:
The Fundraising Office
Room E121
Royal Devon and Exeter Hospital
Barrack Road
Exeter
EX2 5DW
Phone:
01392402040
Website:

royaldevoncharity.org.uk