Southampton Hospitals Charity

Charity number: 1206909
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Enhancing the care and treatment of patients at University Hospital Southampton NHS Foundation Trust by providing support to areas of the hospital service that lie beyond the scope of NHS funding.

Income and expenditure

Data for financial year ending 31 March 2025

Total income:
£11,228,000

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Donations and legacies £3.49m
Charitable activities £0
Other trading activities £9.00k
Investments £150.00k
Other £7.58m

Total expenditure:
£4,550,000

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Raising funds £1.48m
Charitable activities £3.07m
Other £0

-£97,000 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.

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Raising funds and other expenditure £1.48m
Charitable expenditure £3.07m
Retained for future use £6.68m

People

16 Employee(s)

6 Trustee(s)

10 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£70k to £80k 2
£80k to £90k 1

Fundraising

No information available

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:
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Provides Services
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Hampshire
  • Southampton City
  • Guernsey
  • Jersey

Governance

Registration history:
  • 06 February 2024: Standard registration
  • 29 May 2024: Funds received from 1051543 SOUTHAMPTON HOSPITALS CHARITY
Organisation type:
Charitable company
Other names:
  • SOUTHAMPTON HOSPITALS COMPANY (Previous name)
Company number:
15421829 Open in new window
Gift aid:
No information available
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints 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
  • Safeguarding 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Philip Greenish Chair 11 August 2025
PARLIAMENTARY SCIENCE AND TECHOLOGY INFORMATION FOUNDATION
Received: On time
Joanna Hodgson Trustee 21 July 2025
None on record
Nicholas Potter Trustee 01 February 2025
None on record
Gail Margaret Byrne Trustee 08 March 2024
None on record
Caroline Maria Southwood Trustee 17 January 2024
None on record
Professor Mark Edmund Smith Trustee 17 January 2024
ADVANCE HE
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2025
Total gross income £11.23m
Total expenditure £4.55m
Income from government contracts N/A
Income from government grants N/A
Income - Donations and legacies £3.49m
Income - Other trading activities £9.00k
Income - Charitable activities £0
Income - Endowments £0
Income - Investment £150.00k
Income - Other £7.58m
Income - Legacies £2.52m
Expenditure - Charitable activities £3.07m
Expenditure - Raising funds £1.48m
Expenditure - Governance £54.00k
Expenditure - Grants institution £2.52m
Expenditure - Investment management £10.00k
Expenditure - Other £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 31/03/2025
Own use assets £311.00k
Long-term investments £3.26m
Other assets £5.31m
Defined benefit pension scheme asset or liability £0
Total liabilities £2.30m

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 2025 07 October 2025 On time
Accounts and TAR 31 March 2025 07 October 2025 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 17 JAN 2024 as amended on 18 Apr 2024

Charitable objects

THE OBJECTS OF THE CHARITY ARE, FOR THE PUBLIC BENEFIT, ANY CHARITABLE PURPOSE OR PURPOSES RELATING TO THE NHS FOUNDATION TRUST AND AT THE DISCRETION OF THE TRUSTEES SUCH OTHER PURPOSES FOR THE BENEFIT OF THE NATIONAL HEALTH SERVICE. NHS FOUNDATION TRUST IS DEFINED AS: UNIVERSITY HOSPITAL SOUTHAMPTON NHS FOUNDATION TRUST OR ANY STATUTORY BODY TO WHOM THE FUNCTIONS OR ACTIVITIES OF THE NHS FOUNDATION TRUST ARE TRANSFERRED BY LEGISLATION RELATING TO THE NATIONAL HEALTH SERVICE OR BY ORDER OF ANY RELEVANT REGULATORY BODY AND WHOSE ACTIVITIES CAN BE SUPPORTED BY THE CHARITY PURSUANT TO THE OBJECTS

Contact information

Address:
Southampton Hospitals Charity
Mailpoint 135
Southampton General Hospital
Tremona Road
Southampton
SO16 6YD
Phone:
02381208881
Email:
hello@southamptonhospitalscharity.org
Website:

www.southamptonhospitalscharity.org Open in new window