ADDENBROOKE'S CHARITABLE TRUST

Charity number: 1170103
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Raises funds to support Addenbrooke's and the Rosie Hospitals; connecting givers and causes, supporting projects and facilities beyond the boundaries of NHS funding to achieve the highest possible standards and outcomes in patient experience, clinical care, research and education. Successor to 1048868 - see www.act4addenbrookes.org.uk/Aboutus/Publications for annual report 2016/17 & earlier years.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£11,221,916

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Donations and legacies £8.94m
Charitable activities £381
Other trading activities £923.67k
Investments £1.01m
Other £349.88k

Total expenditure:
£7,745,245

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Raising funds £2.12m
Charitable activities £5.50m
Other £128.01k

£1,213,043 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 £2.25m
Charitable expenditure £5.50m
Retained for future use £3.48m

People

44 Employee(s)

11 Trustee(s)

23 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 2
£70k to £80k 2
£80k to £90k 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:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
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:
  • Cambridgeshire
  • Essex
  • Hertfordshire
  • Norfolk
  • Suffolk
  • Botswana
  • Burma
  • El Salvador
  • India
  • Jordan
  • Kenya
  • Sierra Leone
  • Uganda
  • Zimbabwe

Governance

Registration history:
  • 13 November 1995: Standard registration
  • 03 January 2017: Removed (Registered in error)
Organisation type:
Charitable company
Other names:

No other names

Company number:
10469089 Open in new window
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
  • 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 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Charles Max Packshaw Chair 01 September 2022
None on record
Dr Catriona Crombie Trustee 01 November 2024
None on record
Maria-Christina Peyman Trustee 01 November 2024
None on record
Dr Thomas James Morrow Trustee 01 July 2024
None on record
Mousumi Bakshi Trustee 01 May 2024
None on record
Leslie Clifford Trustee 27 January 2023
None on record
JAMES STEVENS Trustee 01 March 2021
THE CAMBRIDGE COMMODITIES CHARITABLE TRUST
Recently registered
WILLIAM PHILIP FOX Trustee 04 August 2020
None on record
CLAIRE LOUISE SMITH Trustee 01 January 2018
None on record
DR MIKE KNAPTON Trustee 03 April 2017
CAMBRIDGE COMMUNITY NURSING TRUST
Received: On time
Dr HUGO EDWARD RAWLINSON FORD Trustee 03 April 2017
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 £7.27m £6.66m £8.16m £11.35m £11.22m
Total expenditure £7.61m £10.67m £8.18m £8.30m £7.75m
Income from government contracts N/A £20.00k N/A N/A N/A
Income from government grants £9.71k £43.00k N/A N/A N/A
Income - Donations and legacies £4.96m £4.79m £6.35m £6.01m £8.94m
Income - Other trading activities £656.00k £627.00k £661.00k £714.22k £923.67k
Income - Charitable activities £144.00k £17.00k £36.00k £25.19k £381
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £469.00k £417.00k £447.00k £595.48k £1.01m
Income - Other £1.04m £811.00k £667.00k £4.00m £349.88k
Income - Legacies £1.88m £1.34m £889.00k £2.03m £2.91m
Expenditure - Charitable activities £5.41m £8.70m £5.87m £5.85m £5.50m
Expenditure - Raising funds £1.77m £1.96m £2.31m £2.33m £2.12m
Expenditure - Governance £215.00k £186.00k £190.00k £250.00k £258.53k
Expenditure - Grants institution £2.07m £6.97m £4.32m £4.35m £3.86m
Expenditure - Investment management £176.00k £183.00k £248.00k £221.00k £240.03k
Expenditure - Other £434.00k £0 £0 £127.49k £128.01k

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 £1.82m £1.17m £23.22m £350.37k £96.81k
Long-term investments £21.78m £23.05m £2.51m £24.15m £25.71m
Other assets £5.88m £7.10m £6.70m £12.51m £14.77m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £3.73m £8.36m £7.47m £9.54m £8.41m

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 15 November 2024 On Time
Accounts and TAR 31 March 2024 15 November 2024 On Time Download Open in new window
Annual return 31 March 2023 21 December 2023 On Time
Accounts and TAR 31 March 2023 21 December 2023 On Time Download Open in new window
Annual return 31 March 2022 23 January 2023 On Time
Accounts and TAR 31 March 2022 23 January 2023 On Time Download Open in new window
Annual return 31 March 2021 27 October 2021 On Time
Accounts and TAR 31 March 2021 27 October 2021 On Time Download Open in new window
Annual return 31 March 2020 17 December 2020 On Time
Accounts and TAR 31 March 2020 17 December 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 08 NOV 2016 AS AMENDED BY SCHEME DATED 30 MAR 2017 as amended on 04 Aug 2020

Charitable objects

THE OBJECTS OF THE CHARITY ARE, FOR THE PUBLIC BENEFIT: (A) TO FURTHER ANY CHARITABLE PURPOSE OR PURPOSES RELATING TO THE GENERAL OR ANY SPECIFIC PURPOSES OF THE FOUNDATION TRUST [BEING THE CAMBRIDGE UNIVERSITY HOSPITALS NHS FOUNDATION TRUST OR ITS SUCCESSOR] OR THE PURPOSES OF THE HEALTH SERVICE [AS DEFINED IN SECTION 1 OF THE NATIONAL HEALTH SERVICE ACT 2006]; (B) TO ADVANCE AND PROMOTE ALL OR ANY ASPECTS OF THE HEALTH AND WELFARE OF THE PUBLIC; AND (C) TO ADVANCE AND PROMOTE KNOWLEDGE AND SKILLS IN HEALTH CARE, INCLUDING BY ENGAGING IN AND SUPPORTING HEALTH-RELATED RESEARCH (AND THE DISSEMINATION OF ITS USEFUL RESULTS), EDUCATION AND TRAINING.

Linked charities

Linked charities
Linked charity 1170103-60 ACCIDENT SERVICES ADDENBROOKE'S
Governing document
DECLARATION OF TRUST DATED 17/10/1995
Charitable objects
FOR ANY CHARITABLE PURPOSE OR PURPOSES RELATING TO THE PROVISION OF HEALTH CARE WHOLLY OR MAINLY FOR THE ACCIDENT SERVICES DEPARTMENT AT ADDENBROOKE'S HOSPITAL.
Area of benefit
NOT DEFINED
Registration history
  • 13 November 1995 : Standard registration
  • 03 January 2017 : Removed

Contact information

Address:
BOX 126
ADDENBROOKES HOSPITAL
HILLS ROAD
CAMBRIDGE
CB2 0QQ
Phone:
01223 217757
Email:
hello@act4addenbrookes.org.uk
Website:

www.act4addenbrookes.org.uk Open in new window