NUFFIELD HEALTH

Charity number: 205533
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To advance, promote and maintain health and healthcare of all descriptions and to prevent, relieve and cure sickness and ill health of every kind.

Income and expenditure

Data for financial year ending 31 December 2022

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.

Fundraising

This charity does not raise funds from the public

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

One or more trustees receive payments or benefits from the charity for being a trustee.

What, who, how, where

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
  • The General Public/mankind
How the charity helps:
  • Provides Services
Where the charity operates:
  • Throughout England And Wales
  • Ireland
  • Scotland

Governance

Registration history:
  • 12 January 1998: Standard registration
  • 29 August 2006: Removed (Ceased to exist)
Organisation type:
Charitable company
Other names:
  • NUFFIELD HOSPITALS (Working name)
  • NUFFIELD HOSPITALS (Previous name)
  • NUFFIELD NURSING HOMES TRUST (Previous name)
Company number:
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
  • Financial Conduct Authority
  • Healthcare Inspectorate Wales (HIW)
  • Ofsted (Office For Standards In Education)
Policies:
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
KAREN TRACY WHITWORTH Trustee 01 September 2023
None on record
TRACEY ANNE KILLEN Trustee 26 July 2023
None on record
Lee Michael Rochford Trustee 26 July 2023
None on record
Elizabeth Robb Trustee 18 October 2022
None on record
Mark Stansfeld Trustee 01 October 2021
None on record
Dr Junaid Bajwa Trustee 29 September 2021
UNIVERSITY COLLEGE LONDON HOSPITALS CHARITY
Received: On time
Nilesh Sachdev Trustee 23 November 2018
None on record
Patrick Figgis Trustee 27 June 2018
THE NATIONAL TRUST FOR PLACES OF HISTORIC INTEREST OR NATURAL BEAUTY
Received: On time
STEPHEN MASLIN Trustee 28 July 2017
THE GURKHA MUSEUM TRUST
Received: On time
CHARTERED ACCOUNTANTS' LIVERY CHARITY
Received: On time
DR Natalie-Jane Anne Macdonald Trustee 01 February 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2018 31/12/2019 31/12/2020 31/12/2021 31/12/2022
Total gross income £946.20m £993.30m £779.90m £995.60m £1.24bn
Total expenditure £953.70m £1.01bn £872.30m £1.03bn £1.30bn
Income from government contracts N/A N/A £182.00m N/A N/A
Income from government grants N/A N/A £45.10m £23.00m £1.50m
Income - Donations and legacies £200.00k £100.00k £45.10m £23.00m £1.50m
Income - Other trading activities £3.20m £3.20m £1.80m £34.20m £68.00m
Income - Charitable activities £942.40m £989.50m £730.10m £931.30m £1.17bn
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £400.00k £500.00k £400.00k £0 £0
Income - Other £0 £0 £2.50m £7.10m £800.00k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £953.70m £1.01bn £869.60m £993.30m £1.23bn
Expenditure - Raising funds £0 £0 £2.70m £35.10m £68.60m
Expenditure - Governance £4.10m £4.00m £542.10k £760.37k £1.17m
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
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 31/12/2018 31/12/2019 31/12/2020 31/12/2021 31/12/2022
Own use assets £617.90m £591.70m £564.70m £566.10m £524.50m
Long-term investments £400.00k £200.00k £200.00k £200.00k £200.00k
Other assets £98.10m £105.80m £119.30m £132.60m £154.10m
Defined benefit pension scheme asset or liability -£90.40m -£101.40m -£124.70m -£62.50m -£42.30m
Total liabilities £561.80m £557.80m £636.00m £691.00m £740.90m

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 December 2022 31 October 2023 On time
Accounts and TAR 31 December 2022 27 September 2023 On time Download Open in new window
Annual return 31 December 2021 19 October 2022 On time
Accounts and TAR 31 December 2021 19 October 2022 On time Download Open in new window
Annual return 31 December 2020 13 October 2021 On time
Accounts and TAR 31 December 2020 13 October 2021 On time Download Open in new window
Annual return 31 December 2019 22 October 2020 On time
Accounts and TAR 31 December 2019 22 October 2020 On time Download Open in new window
Annual return 31 December 2018 08 October 2019 On time
Accounts and TAR 31 December 2018 08 October 2019 On time Download Open in new window
Submit annual return Open in new window

Linked charities

Linked charities
Governing document
TRUST DEED DATED 19 JUNE 1926
Charitable objects
TO PROVIDE SURGICAL ATTENTION FOR PERSONS OF EITHER SEX WHO ARE OF GENTLE BIRTH BUT WHO ARE UNABLE TO PAY SUCH FEES AS ARE NECESSARY FOR THEIR ADMISSION TO ANY OTHER FIRST RATE NURSING HOME OR FOR SUCH PERSONS AS THE TRUSTEES SHALL AT THEIR DISCRETION DECIDE TO ELIGIBLE FOR ADMISSION TO THE HOME .
Area of benefit
NOT DEFINED
Registration history
  • 12 January 1998 : Standard registration
  • 29 August 2006 : Removed

Contact information

Address:
Nuffield Health
Epsom Gateway
2 Ashley Avenue
Epsom
KT18 5AL
Phone:
0300 123 5084
Email:
No information available