LEEDS TEACHING HOSPITALS CHARITABLE FOUNDATION
Charity overview
Activities - how the charity spends its money
The Charity works closely with Board members, staff and clinicians of the Leeds Teaching Hospitals NHS Trust to enable the Leeds Teaching Hospitals to continue to provide high quality patient care, staff development and research in all fields of medicine.
Income and expenditure
Data for financial year ending 31 March 2016
Total income:
£5,237,815
Donations and legacies | £2.61m | |
Charitable activities | £970.39k | |
Other trading activities | £0 | |
Investments | £1.58m | |
Other | £81.66k |
Total expenditure:
£4,721,711
Raising funds | £0 | |
Charitable activities | £4.09m | |
Other | £0 |
-£2,810,277 investments gains (losses)
Charitable expenditure
Charitable expenditure with investment gains
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.
Raising funds and other expenditure | £631.49k | |
Charitable expenditure | £4.09m | |
Retained for future use | £516.10k |
Fundraising
Trading
Trustee payments
What, who, how, where
- General Charitable Purposes
- Education/training
- The Advancement Of Health Or Saving Of Lives
- Arts/culture/heritage/science
- Children/young People
- Elderly/old People
- People With Disabilities
- Other Defined Groups
- Makes Grants To Individuals
- Makes Grants To Organisations
- Provides Human Resources
- Sponsors Or Undertakes Research
- Other Charitable Activities
- Throughout England
Governance
- 16 October 2001: Standard registration
- 21 April 2017: Removed (Amalgamated)
- 21 April 2017: Funds transferred to 1170369 Leeds Hospitals Charity
- THE LEEDS TEACHING HOSPITALS CHARITABLE FOUNDATION (Working name)
- Complaints handling
- Conflicting interests
- Investment
- Paying staff
- Risk management
- Safeguarding vulnerable beneficiaries
- Volunteer management
Financial history
Financial period end date
Income / Expenditure | 31/03/2012 | 31/03/2013 | 31/03/2014 | 31/03/2015 | 31/03/2016 | ||
---|---|---|---|---|---|---|---|
|
Total gross income | £4.76m | £6.76m | £4.94m | £6.66m | £5.24m | |
|
Total expenditure | £5.67m | £4.73m | £6.66m | £6.89m | £4.72m | |
|
Income from government contracts | N/A | N/A | N/A | £0 | £0 | |
|
Income from government grants | N/A | N/A | N/A | £0 | £0 | |
|
Income - Donations and legacies | £2.45m | £4.37m | £2.48m | £4.27m | £2.61m | |
|
Income - Other trading activities | £821.37k | £909.36k | £836.47k | £733.74k | £0 | |
|
Income - Charitable activities | £195.62k | £140.63k | £175.00k | £117.43k | £970.39k | |
|
Income - Endowments | £0 | £0 | £0 | £0 | £0 | |
|
Income - Investment | £1.24m | £1.29m | £1.36m | £1.45m | £1.58m | |
|
Income - Other | £53.91k | £53.39k | £79.23k | £86.01k | £81.66k | |
|
Income - Legacies | £316.38k | £1.58m | £1.04m | £2.58m | £1.15m | |
|
Expenditure - Charitable activities | £5.00m | £3.93m | £5.84m | £6.12m | £4.09m | |
|
Expenditure - Raising funds | N/A | N/A | N/A | N/A | £631.49k | |
|
Expenditure - Governance | £83.71k | £96.61k | £119.95k | £129.60k | £127.06k | |
|
Expenditure - Grants institution | £2.34m | £1.37m | £3.13m | £3.61m | £3.96m | |
|
Expenditure - Investment management | £159.25k | £170.39k | £195.38k | £211.45k | £194.00k | |
|
Expenditure - Other | £0 | £0 | £0 | £0 | £0 |
Assets and liabilities
Definitions for assets and liabilities
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 InvestmentsInvestments 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.
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 liabilityThis is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.
Total liabilitiesThese 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.
Asset / Liability | 31/03/2012 | 31/03/2013 | 31/03/2014 | 31/03/2015 | 31/03/2016 | ||
---|---|---|---|---|---|---|---|
|
Own use assets | £0 | £0 | £0 | £0 | £0 | |
|
Long-term investments | £36.12m | £40.86m | £41.91m | £46.33m | £43.16m | |
|
Other assets | £3.45m | £5.44m | £5.19m | £3.65m | £4.46m | |
|
Defined benefit pension scheme asset or liability | £0 | £0 | £0 | £0 | £0 | |
|
Total liabilities | £5.23m | £4.89m | £6.07m | £6.24m | £6.18m |
Accounts and annual returns
Title | Reporting year | Date received | Received | Download |
---|---|---|---|---|
Annual return | 31 March 2017 | Not submitted | ||
Accounts and TAR | 31 March 2017 | 30 January 2018 | On time | |
Annual return | 31 March 2016 | 26 January 2017 | On time | |
Accounts and TAR | 31 March 2016 | 26 January 2017 | On time | |
Annual return | 31 March 2015 | 19 November 2015 | On time | |
Accounts and TAR | 31 March 2015 | 19 November 2015 | On time | |
Annual return | 31 March 2014 | 13 January 2015 | On time | |
Accounts and TAR | 31 March 2014 | 13 January 2015 | On time |
Governing document
It is not the full text of the charity's governing document.
SEE INDIVIDUAL CONSTITUENTS
Charitable objects
SEE INDIVIDUAL CONSTITUENTS
Area of benefit
NOT DEFINED
Linked charities
- CHAPEL ALLERTON HOSPITAL GENERAL PURPOSE CHARITY
- COOKRIDGE HOSPITAL GENERAL PURPOSE CHARITY
- GENERAL INFIRMARY ART IN HEALTHCARE
- LEEDS GENERAL INFIRMARY GENERAL PURPOSE FUND
- LEEDS GENERAL INFIRMARY RESEARCH FUND
- LEEDS GENERAL INFIRMARY SAMARITAN FUND
- LEEDS GENERAL INFIRMARY SPECIAL TRUSTEES CHARITABLE FUND
- LEEDS GENERAL INFIRMARY WARD FUND
- LEEDS GENERAL INFIRMARY WOMEN'S, NEONATAL AND PAEDIATRIC FUND
- LEEDS SEACROFT HOSPITAL GENERAL PURPOSE CHARITY
- LEEDS ST JAMES'S UNIVERSITY HOSPITAL RESEARCH CHARITY
- LEEDS ST JAMES'S UNIVERSITY HOSPITAL SERVICES CHARITY
- LEEDS ST JAMES'S UNIVERSITY HOSPITAL SPECIAL TRUSTEES CHARITY
- WHARFDALE GENERAL HOPSITAL GENERAL PURPOSE CHARITY
- 16 October 2001 : Standard registration
- 21 April 2017 : Removed
- 21 April 2017 : Asset transfer out
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