LEEDS TEACHING HOSPITALS CHARITABLE FOUNDATION

Charity number: 1075308
Removed charity

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

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Donations and legacies £2.61m
Charitable activities £970.39k
Other trading activities £0
Investments £1.58m
Other £81.66k

Total expenditure:
£4,721,711

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Raising funds £0
Charitable activities £4.09m
Other £0

-£2,810,277 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 £631.49k
Charitable expenditure £4.09m
Retained for future use £516.10k

Fundraising

This charity raises funds from the public but does not work with commercial participators.

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
  • Arts/culture/heritage/science
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Human Resources
  • Sponsors Or Undertakes Research
  • Other Charitable Activities
Where the charity operates:
  • Throughout England

Governance

Registration history:
  • 16 October 2001: Standard registration
  • 21 April 2017: Removed (Amalgamated)
  • 21 April 2017: Funds transferred to 1170369 Leeds Hospitals Charity
Organisation type:
Other
Other names:
  • THE LEEDS TEACHING HOSPITALS CHARITABLE FOUNDATION (Working name)
Gift aid:
No information available
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Land and property:
No information available

Financial history

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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
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 31/03/2012 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

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 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

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.

SEE INDIVIDUAL CONSTITUENTS

Charitable objects

SEE INDIVIDUAL CONSTITUENTS

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Linked charities

Linked charities
Linked charity 1075308-6 CHAPEL ALLERTON HOSPITAL GENERAL PURPOSE CHARITY
Governing document
DECLARATION OF TRUST DATED 19 MARCH 1997 AS AMENDED BY SUPPLEMENTAL DEED OF 18 FEBRUARY 1999 AND STATUTORY INSTRUMENT NO.836 OF 1 APRIL 1999
Charitable objects
FOR ANY CHARITABLE PURPOSE OR PURPOSES RELATING TO THE NATIONAL HEALTH SERVICE WHOLLY OR MAINLY FOR THE SERVICES PROVIDED BY CHAPEL ALLERTON HOSPITAL
Area of benefit
NOT DEFINED
Registration history
  • 16 October 2001 : Standard registration
  • 21 April 2017 : Removed
  • 21 April 2017 : Asset transfer out