THE ORTHOPAEDIC INSTITUTE LIMITED
Study of disease and particularily disorders of the Locomotor system and allied subjects, and generally to improve the standard of knowledge of the means of prevention, diagnosis, methods of treatment and cure of such disorders, and to initiate, encourage, support and carry out research and investigation into the causes of such disorders and the possibilties of prevention and alleviation or cure.
Objects
TO PROMOTE BY ALL AVAILABLE MEANS THE STUDY OF DISEASE AND PARTICULARLY (BUT WITHOUT ANY LIMITATION TO THE GENERALITY OF THIS CLAUSE) DISORDERS OF THE LOCOMOTOR SYSTEM AND ALLIED SUBJECTS, AND GENERALLY TO IMPROVE THE STANDARD OF KNOWLEDGE OF THE MEANS OF PREVENTION,DIAGNOSIS AND METHODS OF TREATMENT AND CURE OF SUCH DISORDERS, AND TO INITIATE,ENCOURAGE SUPPORT AND CARRY OUT RESEARCH AND INVESTIGATION INTO THE CAUSES OF SUCH DISORDERS AND THE POSSIBILITIES OF PREVENTION AND ALLEVIATION OR CURE.
Financial health, per its FY2025 accounts
The accounts state that the charity generated a net deficit of £93,085 for the year ended 31 March 2025, compared to a surplus in the prior year. The trustees report that unrestricted undesignated reserves totalled £5,904, which is below the stated policy target of exceeding £10,000 to cover approximately three months of administration expenses.
What the accounts disclose
“Charitable activities 4 142,855” — page 13
“During the year the Charity made purchases of £75,051 (2024: £50,107) from RJAH Orthopaedic Hospital for goods and services and contribution to shared project costs. At the year end £20,242 (2024: £177) was owed to the RJAH Orthopaedic Hospital for goods and services. During the year the Charity made recharges of expenditure of £4,940 (2024: £4,662) to RJAH Orthopaedic Hospital.” — page 33
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints policy and procedures
- 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
- Risk management
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 15
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 15
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 15
Property (HM Land Registry)
Register events
- Received assets from another charity (23/04/2025)
Trustees
- Eric Roy Evanschair
- David Bryson
- Dr Ayman Askari
- Geraint Emyr Rhys Thomas
- John Stephen Bratt
- Louise Osselton
- PROFESSOR SALLY ROBERTS PHD
- Prof Paul Cool
- Professor Wagih Shafik El Masri
- Robert Thomas Gerald Edmund Freeman
- VALERIE ANNE EDWARDS
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £319k | £413k |
| 31/03/2024 | £297k | £302k |
| 31/03/2023 | £269k | £416k |
| 31/03/2022 | £315k | £356k |
| 31/03/2021 | £338k | £309k |
Common questions
Is THE ORTHOPAEDIC INSTITUTE LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated a net deficit of £93,085 for the year ended 31 March 2025, compared to a surplus in the prior year. The trustees report that unrestricted undesignated reserves totalled £5,904, which is below the stated policy target of exceeding £10,000 to cover approximately three months of administration expenses. Its FY2025 accounts were audited by Wenn Townsend.
Who funds THE ORTHOPAEDIC INSTITUTE LIMITED?
Funders whose own accounts filings name THE ORTHOPAEDIC INSTITUTE LIMITED as a grant recipient include THE CLIVE RICHARDS FOUNDATION, THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL, ROBERT LUFF FOUNDATION LIMITED, THE CHARLES AND ELSIE SYKES TRUST, THE EDWARD CADBURY CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE CLIVE RICHARDS FOUNDATION | FY2024 | £35k | |
| THE LEAGUE OF FRIENDS TO THE ROBERT JONES & AGNES HUNT ORTHOPAEDIC HOSPITAL | FY2024 | £24k | Research into paediatric foot deformities |
| ROBERT LUFF FOUNDATION LIMITED | FY2022 | £15k | |
| THE CHARLES AND ELSIE SYKES TRUST | FY2025 | £5k | Towards developing an affordable, injectable "off the shelf" UC-MSC therapy targeting early post traumatic knee osteoarthritis particularly in ACL injury patien |
| THE EDWARD CADBURY CHARITABLE TRUST | FY2022 | £5k | Compassionate Support |
| THE EDWARD CADBURY CHARITABLE TRUST | FY2024 | £4k | Compassionate Support |
| THE EDWARD CADBURY CHARITABLE TRUST | FY2023 | £3k | Compassionate Support |
| THE OAKDALE TRUST | FY2025 | £2k | |
| THE W E DUNN TRUST | FY2024 | £1k | |
| CHAPMAN CHARITABLE TRUST | FY2023 | £1k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ARTHRITIS UK | 1 | £50k |
| THE LORD FARINGDON CHARITABLE TRUST | 1 | £10k |
| FRAZER TRUST | 1 | £2k |
Charities like this
- BRITISH AND IRISH ORTHOPTIC SOCIETY
- ORTHOGERIATRIC RESEARCH FUND
- THE AORTIC CENTRE TRUST
- ORTHOPAEDIC RESEARCH UK
- THE SOCIETY OF MUSCULOSKELETAL MEDICINE
- OSTEOPATHIC TRUSTS
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ORTHOPAEDIC INSTITUTE LIMITED | £319k | — | 0 | unclear | — | no doubt |
| BRITISH AND IRISH ORTHOPTIC SOCIETY | £677k | — | 0 | above | — | no doubt |
| ORTHOGERIATRIC RESEARCH FUND | £394k | — | 0 | above | — | no doubt |
| THE AORTIC CENTRE TRUST | £36k | — | 0 | above | — | no doubt |
| ORTHOPAEDIC RESEARCH UK | £1.4m | — | 1 | below | — | no doubt |
| THE SOCIETY OF MUSCULOSKELETAL MEDICINE | £228k | — | 0 | within | — | no doubt |