HEALTHCARE INFECTION SOCIETY

Charity Number: 1158172
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The objectives of the Society are, to advance knowledge of, foster scientific interest in and disseminate information about the prevention and control of hospital and other healthcare associated infection, to medical and allied professionals for the benefit of the public.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£1,119,542

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Donations and legacies £0
Charitable activities £828.28k
Other trading activities £0
Investments £278.30k
Other £12.96k

Total expenditure:
£1,555,360

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Raising funds £75.29k
Charitable activities £1.48m
Other £0

-£132,215 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 £75.29k
Charitable expenditure £1.48m

People

10 Employee(s)

12 Trustee(s)

50 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity and another benefit.

What, who, how, where

What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 08 August 2014: CIO registration
  • 29 April 2016: Funds received from 286064 HEALTHCARE INFECTION SOCIETY
Organisation type:
CIO
Other names:
  • HIS (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • 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
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • 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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr James Price Trustee 20 November 2024
None on record
Professor Colum Dunne Trustee 08 November 2023
None on record
Dr Jasmin Islam Trustee 08 November 2023
None on record
Dr Elisabeth Ridgway Trustee 30 November 2022
None on record
Matilde-Leila Hail Trustee 30 November 2022
None on record
Professor John Eugenio Coia Trustee 30 November 2022
None on record
Dr Sarah Catherine Walpole Trustee 30 November 2022
None on record
Dr Nikunj Mahida Trustee 01 October 2022
None on record
Dr Shanom Ali Trustee 05 November 2021
None on record
Dr David James Harvey Trustee 05 November 2021
None on record
RONALD ADRIAN FINLAY Trustee 05 November 2021
SJP CHARITY TRUST LIMITED
Received: On time
Number Champions
Received: On time
Dr Manjula Meda Trustee 25 November 2020
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 £897.48k £885.25k £915.43k £1.32m £1.12m
Total expenditure £1.28m £884.27k £1.06m £1.50m £1.56m
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 £793.84k £785.18k £788.77k £1.04m £828.28k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £103.64k £100.05k £110.36k £281.51k £278.30k
Income - Other £0 £24 £16.31k £0 £12.96k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £1.27m £883.11k £1.06m £1.45m £1.48m
Expenditure - Raising funds £6.14k £1.17k £0 £57.47k £75.29k
Expenditure - Governance £87.16k £45.93k £41.83k £13.50k £30.01k
Expenditure - Grants institution £0 £83.46k £101.07k £0 £0
Expenditure - Investment management £6.14k £1.17k £0 £57.47k £75.29k
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 £4.32m £4.43m £2.86m £1.17m £981.53k
Long-term investments £2.24m £4.18m £5.64m £6.10m £5.97m
Other assets £3.05m £1.24m £1.22m £932.80k £785.02k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £859.71k £655.64k £683.47k £507.70k £740.88k

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 January 2025 On Time
Accounts and TAR 31 March 2024 24 January 2025 On Time Download Open in new window
Annual return 31 March 2023 31 January 2024 On Time
Accounts and TAR 31 March 2023 31 January 2024 On Time Download Open in new window
Annual return 31 March 2022 05 December 2022 On Time
Accounts and TAR 31 March 2022 05 December 2022 On Time Download Open in new window
Annual return 31 March 2021 02 November 2021 On Time
Accounts and TAR 31 March 2021 02 November 2021 On Time Download Open in new window
Annual return 31 March 2020 03 November 2020 On Time
Accounts and TAR 31 March 2020 03 November 2020 On Time Download Open in new window
Submit annual return Open in new window

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.

CIO - ASSOCIATION REGISTERED 08 AUG 2014 AMENDED ON 27 APR 2017 as amended on 24 May 2018 as amended on 30 Nov 2018 as amended on 10 Nov 2020 as amended on 09 Nov 2021

Charitable objects

THE OBJECTS OF HIS ARE, FOR THE PUBLIC BENEFIT, TO ADVANCE EDUCATION AMONG THE GENERAL PUBLIC AND IN PARTICULAR AMONG MEDICAL AND ALLIED PROFESSIONALS IN THE PREVENTION AND CONTROL OF HOSPITAL AND OTHER HEALTHCARE ASSOCIATED INFECTIONS AND TO PROMOTE RESEARCH IN ALL ASPECTS OF THAT SUBJECT AND TO PUBLISH THE USEFUL RESULTS.

Contact information

Address:
Montagu House
7E Wakefield Street
London
WC1N 1PG
Phone:
02077130273
Email:
admin@his.org.uk
Website:

www.his.org.uk Open in new window