ST GEORGE'S HOSPITAL CHARITY

Charity Number: 1171195
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

St George's Hospital Charity was formerly registered under the same name but with charity registration number 241527. The purpose of St George's Hospital Charity is to support St George's University Hospitals NHS Foundation Trust in its delivery of care to patients at St George's and Queen Mary's Hospital and in the wider Merton and Wandsworth communities.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£2,933,000

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £2.55m
Charitable activities £0
Other trading activities £0
Investments £379.00k
Other £0

Total expenditure:
£4,061,000

Text alternative for this canvas graphic is in the data table below.
Raising funds £1.49m
Charitable activities £2.57m
Other £0

£709,000 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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £1.49m
Charitable expenditure £2.57m

People

25 Employee(s)

12 Trustee(s)

81 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£110k to £120k 1

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
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Wandsworth

Governance

Registration history:
  • 12 July 1996: Standard registration
  • 29 April 1997: Funds transferred to 241527 ST GEORGE'S HOSPITAL CHARITY AND RELATED CHARITIES
  • 29 April 1997: Removed (Ceased to exist)
  • 04 July 2001: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
10565339 Open in new window
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 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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Anna Walker Chair 03 April 2017
None on record
Pankaj Shashikant Dave Trustee 01 February 2025
None on record
Professor Derek Macallan Trustee 01 December 2024
None on record
Suzanne Leigh Hudson Trustee 01 July 2024
None on record
Dr Rachna Upadhya Trustee 01 July 2024
None on record
Paul Hayward Trustee 18 March 2022
None on record
Renuka Dent Trustee 01 June 2021
None on record
Georgina Greenspan Trustee 01 June 2021
None on record
Ms Sarah Margaret Wilton Trustee 01 April 2020
None on record
Paul Robert Sarfaty Trustee 29 September 2017
None on record
Schellion Jill Horn Trustee 29 September 2017
None on record
MICHAEL STEPHEN JOHN RAPPOLT Trustee 03 April 2017
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £2.14m £4.16m £2.09m £2.50m £2.93m
Total expenditure £2.82m £4.18m £3.31m £3.97m £4.06m
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 £1.39m £3.58m £1.57m £2.00m £2.55m
Income - Other trading activities £50.00k £15.00k £19.00k £0 £0
Income - Charitable activities £212.00k £197.00k £160.00k £150.00k £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £483.00k £370.00k £344.00k £356.00k £379.00k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £274.00k £392.00k £126.00k £451.00k £979.00k
Expenditure - Charitable activities £2.12m £3.56m £2.52m £2.72m £2.57m
Expenditure - Raising funds £706.00k £619.00k £789.00k £1.25m £1.49m
Expenditure - Governance £39.00k £38.00k £34.00k £19.00k £28.00k
Expenditure - Grants institution £1.77m £3.14m £1.96m £2.03m £1.51m
Expenditure - Investment management £64.00k £61.00k £67.00k £60.00k £59.00k
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.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £1.28m £1.28m £1.29m £1.75m £1.75m
Long-term investments £13.13m £15.23m £16.09m £14.17m £13.49m
Other assets £689.00k £2.27m £546.00k £451.00k £348.00k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £2.44m £3.75m £3.43m £4.09m £3.73m

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 22 January 2025 On Time
Accounts and TAR 31 March 2024 22 January 2025 On Time Download Open in new window
Annual return 31 March 2023 30 December 2023 On Time
Accounts and TAR 31 March 2023 30 December 2023 On Time Download Open in new window
Annual return 31 March 2022 08 December 2022 On Time
Accounts and TAR 31 March 2022 08 December 2022 On Time Download Open in new window
Annual return 31 March 2021 16 September 2021 On Time
Accounts and TAR 31 March 2021 16 September 2021 On Time Download Open in new window
Annual return 31 March 2020 09 November 2020 On Time
Accounts and TAR 31 March 2020 09 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.

MEMORANDUM AND ARTICLES INCORPORATED 16 JAN 2017 AS AMENDED BY SCHEME DATED 27 MAR 2017

Charitable objects

(A) TO FURTHER ANY CHARITABLE PURPOSE OR PURPOSES: RELATING TO THE GENERAL OR ANY SPECIFIC PURPOSES OF THE FOUNDATION TRUST OR THE PURPOSES OF THE HEALTH SERVICE; (B) TO PROMOTE, PROTECT, PRESERVE AND ADVANCE ALL OR ANY ASPECTS OF THE HEALTH OF THE PUBLIC; AND (C) TO ADVANCE AND PROMOTE KNOWLEDGE AND EDUCATION IN HEALTH CARE, INCLUDING BY ENGAGING IN AND SUPPORTING HEALTH-RELATED RESEARCH (AND THE DISSEMINATION OF THE USEFUL RESULTS) INCLUDING AT ST GEORGE'S, UNIVERSITY OF LONDON.

Linked charities

Linked charities
Linked charity 1171195-1 ST GEORGE'S HOSPITAL ENDOWED CHARITY
Governing document
SCHEME DATED 27 MAR 2017
Charitable objects
TO FURTHER ANY CHARITABLE PURPOSE OR PURPOSES: RELATING TO THE GENERAL OR ANY SPECIFIC PURPOSES OF THE ST GEORGE'S UNIVERSITY HOSPITALS NHS FOUNDATION TRUST OR THE PURPOSES OF THE HEALTH SERVICE AS DEFINED BY SECTION 1 OF THE NATIONAL HEALTH SERVICE ACT 2006
Area of benefit
NOT DEFINED
Registration history
  • 12 July 1996 : Standard registration
  • 29 April 1997 : Asset transfer out
  • 29 April 1997 : Removed
  • 04 July 2001 : Standard registration

Contact information

Address:
ST. GEORGES HOSPITAL
BLACKSHAW ROAD
LONDON
SW17 0QT
Phone:
02087254522
Email:
giving@stgeorges.nhs.uk
Website:

www.stgeorgeshospitalcharity.org.uk Open in new window