Finance Score: -3

Governance Score: 0

Support Score: 12

Liabilities <10%: +3
Excess liquidity: -1
Multiple Deficits: -2
Fundraising costs high: -3

Grant maker support: +12

Overall GiG Score: 9

CARDIFF AND VALE UNIVERSITY LOCAL HEALTH BOARD GENERAL PURPOSE CHARITY

The Cardiff and Vale Local Health Board General Purpose Charity covers the charitable objectives relating to the NHS services provided by the Cardiff and Vale Local Health Board. The work of the Charity helps to enhance and support the services provided by the UHB which is primarily to provide day-to-day health services to around 500,000 people living in Cardiff and the Vale of Glamorgan.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period, despite a decline more recently

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
On several occasions in recent years income has been less than spending
Fundraising costs are high relative to funds raised

Established: 28 years

www.healthcharity.wales

02920747747

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£2,203	£2,439	£-236	£427	£10,259	£3,472	17.1	0	10
31/03/22	*	£1,760	£2,437	£-677	£435	£8,988	£4,324	21.3	11	5
31/03/21		£2,199	£2,384	£-185	£351	£9,147	£4,958	25	7	0
31/03/20		£1,368	£2,488	£-1,120	£337	£8,937	£4,558	22	10	10
31/03/19		£2,000	£1,884	£116	£344	£10,679	£6,145	39.1	0	0
31/03/18		£1,460	£1,785	£-325	£169	£10,245	£6,059	40.7	0	0
31/03/17	*	£1,606	£1,228	£377	£155	£10,637	£6,680	65.3	3	0
31/03/16	*	£1,172	£1,437	£-266	£117	£9,248	£5,821	48.6	0	0
31/03/15		£1,433	£1,377	£56	£27	£9,784	£6,413	55.9	0	0
31/03/14		£1,499	£1,785	£-286	£26	£9,178	£3,651	24.5	0	0
31/03/13		£1,680	£1,970	£-290	£26	£9,081	£3,913	23.8	0	0
31/03/12		£1,212	£2,321	£-1,108	£26	£8,994	£4,330	22.4	0	0
31/03/11	*	£1,534	£1,704	£-170	£25	£10,147	£5,659	39.8	0	0
31/03/10		£1,483	£2,091	£-607	£24	£10,054	£5,416	31.1	0	0
31/03/09	*	£1,886	£2,172	£-286	£122	£9,314	£4,569	25.2	0	0
31/03/08		£3,290	£2,496	£794	£134	£10,966	£5,747	27.6	0	0
31/03/07		£1,812	£2,371	£-559	£72	£18,440	£2,876	14.6	2	0
31/03/06		£2,374	£2,715	£-341	£0	£0	£0	n/a	0	0
31/03/05	*	£1,771	£2,546	£-774	£0	£0	£0	n/a	0	0
31/03/04		£2,994	£2,271	£724	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 26.8%
Fundraising Costs/Total Spending: 18.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 29%
Unrestricted Funds/Total Funds: 34%
Reserves/Spending: 17.1 months
Net Current Assets/Spending: 2 months
Quick Ratio: 0.9

Asset Split ?

Listed activities

Disability
Education/Training
General Charitable Purposes
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

How it operates

Other charitable activities
Provides services
Sponsors or undertakes research

Where it operates

Cardiff, Vale Of Glamorgan,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
10 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Esmee Fairbairn	£638,659
National Lottery Heritage Fund	£145,982
Nesta	£35,000

Specific Donations

Amount	When Months	To be used for
Esmee Fairbairn - Grant to Food Sense Wales (Cardiff and Vale Health Charity)
£396,453	09/11/2023	Towards core costs to influence and impact on how food is produced and consumed in Wales
Esmee Fairbairn - Grant to Food Sense Wales (Cardiff and Vale Health Charity)
£8,020	13/02/2023	Towards unrestricted core costs as a Cost of Living Uplift
National Lottery Heritage Fund - Grant to Cardiff and Vale Health Charity
£145,982	07/09/2021	#Coed Ysbyty
Nesta - AC01320
£35,000	01/04/2021	HARP Nourish (Scale & Sustain) - Y Lab programme grant to Cardiff & Vale Health Charity Grant Ref AC01320
Esmee Fairbairn - Grant to Food Sense Wales
£234,186	07/07/2020 36	Towards core support for FSW, enabling it to mobilise the good food movement in Wales and to encourage the WG to adopt policies that stimulate sustainable food production, reduce diet- related ill ....more Towards core support for FSW, enabling it to mobilise the good food movement in Wales and to encourage the WG to adopt policies that stimulate sustainable food production, reduce diet- related ill health and agricultural damage to the environment.
Pears Foundation - Grant to Cardiff and Vale Health Charity
£79,134	05/04/2018 24	Youth Volunteer Development at Cardiff and Vale University Health Board

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

CARDIFF AND VALE UNIVERSITY LOCAL HEALTH BOARD

Legal constitution

Charity registered in England & Wales on 02/07/1996, number: 1056544

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
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
Investment
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; AR22: 14 days late, AR17: 0 days late, AR16: 1 days late, AR11: 1 days late, AR09: 20 days late, AR05: 12 days late,

Main office

CORPORATE HEADQUARTERS
WOODLANDS HOUSE
MAES Y COED ROAD
LLANISHEN
CARDIFF
CF14 4HH

Objectives

FOR ANY CHARITABLE PURPOSE OR PURPOSES RELATING TO THE NATIONAL HEALTH SERVICE WHOLLY OR MAINLY FOR THE SERVICE PROVIDED BY CARDIFF AND VALE UNIVERSITY LOCAL HEALTH BOARD.

Defined Area of Benefit:

NOT DEFINED

Data Sources