POWYS TEACHING LOCAL HEALTH BOARD CHARITABLE FUND AND OTHER RELATED CHARITIES
The Trustee shall hold the Trust fund upon trust to apply the income, at their discretion..... for any charitable purpose or purposes relating to the National Health Service, wholly or mainly for the services provided by Powys Local Health Board.The purpose of the funds is for the benefit of patients and staff of Powys Teaching Local Health Board in accordance with the Deed of Trust
Financial health, per its FY2025 accounts
The accounts state that total net assets decreased by £222,025 to £4,182,411, while total incoming resources fell to £250,964 against charitable expenditure of £432,003. The charity maintains unrestricted reserves of £4,179,000, which significantly exceed its stated policy target of £823,000. The auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.
What the accounts disclose
“Total income of £250,964 received during 2024/25 included £52,135 which related to six legacies. Donations in 2024/25 include an amount of £21,780 received from various Leagues of Friends associated with Powys Hospitals (2024: £31,091).”
“The Charity has a target level of reserves of £0.823M. This is based on the following calculation, with average figures taken from the last three years of audited accounts: • One year’s administration cost (support costs, fundraising costs and investment management costs). • 20% of the value of investments held. • 25% of the grant funded activity expenditure.” — page 23
Structured financials (annual return, FY ending 31/03/2022)
Register events
- Received assets from another charity (14/05/2025)
- Received assets from another charity (11/04/2023)
- Received assets from another charity (11/04/2023)
Trustees
- POWYS TEACHING LOCAL HEALTH BOARD
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £251k | £448k |
| 31/03/2024 | £286k | £386k |
| 31/03/2023 | £226k | £336k |
| 31/03/2022 | £724k | £294k |
| 31/03/2021 | £392k | £257k |
Common questions
Is POWYS TEACHING LOCAL HEALTH BOARD CHARITABLE FUND AND OTHER RELATED CHARITIES financially healthy?
Per its FY2025 accounts: The accounts state that total net assets decreased by £222,025 to £4,182,411, while total incoming resources fell to £250,964 against charitable expenditure of £432,003. The charity maintains unrestricted reserves of £4,179,000, which significantly exceed its stated policy target of £823,000. The auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2025 accounts were audited by Auditor General for Wales.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ASSOCIATION OF NHS CHARITIES | 4 | £3.0m |
| THE HARRY & MARY FOUNDATION | 1 | £50k |
| THE MICHAEL MARSH CHARITABLE TRUST | 1 | £4k |
| YORKSHIRE BUILDING SOCIETY CHARITABLE FOUNDATION | 1 | £3k |
| THE DWF FOUNDATION | 1 | £1k |
| THE WOODWARD CHARITABLE TRUST | 1 | £1k |
Charities like this
- WALSALL HEALTHCARE NHS TRUST GENERAL CHARITABLE FUND
- ANEURIN BEVAN UNIVERSITY LOCAL HEALTH BOARD CHARITABLE FUND AND OTHER RELATED CHARITIES
- BRADFORD HOSPITALS CHARITY
- STOCKPORT NHS FOUNDATION TRUST GENERAL FUND
- MEDWAY NHS FOUNDATION TRUST CHARITABLE FUND
- PORTSMOUTH HOSPITALS CHARITY
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| POWYS TEACHING LOCAL HEALTH BOARD CHARITABLE FUND AND OTHER RELATED CHARITIES | £251k | — | 0 | unclear | — | no doubt |
| WALSALL HEALTHCARE NHS TRUST GENERAL CHARITABLE FUND | £315k | — | 0 | unclear | — | no doubt |
| ANEURIN BEVAN UNIVERSITY LOCAL HEALTH BOARD CHARITABLE FUND AND OTHER RELATED CHARITIES | £795k | — | 0 | above | — | no doubt |
| BRADFORD HOSPITALS CHARITY | £357k | — | 0 | unclear | — | no doubt |
| STOCKPORT NHS FOUNDATION TRUST GENERAL FUND | £930k | — | 0 | above | — | no doubt |
| MEDWAY NHS FOUNDATION TRUST CHARITABLE FUND | £253k | — | 0 | above | — | no doubt |