WYE VALLEY NHS TRUST UMBRELLA CHARITY
Charitable purposes or purposes relating to the National Health Service, wholly or mainly for the services provided at Wye Valley NHS Trust
Objects
FOR ANY CHARITABLE PURPOSE OR PURPOSES RELATING TO THE NATIONAL HEALTH SERVICE WHOLLY OR MAINLY FOR THE SERVICES PROVIDED AT WYE VALLEY NHS TRUST
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves decreased to £382k at year-end, which remains above the stated policy minimum of £100k or six months of operating expenditure. The charity reports no material uncertainties regarding its ability to continue as a going concern, noting that future liabilities do not exceed its ability to fund from existing resources.
What the accounts disclose
“in addition to £371k of donations (2023/24, £196k).” — page 8
“The Trust incurred £125k (2023/24, £87k) on costs relating to the generation of voluntary income and donations.” — page 9
“The Charity’s reserves policy states that minimum funds must be held equating to six months of operating expenditure or £100k.”
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints policy and procedures
- Conflicting interests
- 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
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses 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: 16
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 3 were received after the due date: year ending 31/03/2023 (received 02/07/2024, 153 days after the 31/01/2024 due date); year ending 31/03/2022 (received 15/01/2024, 349 days after the 31/01/2023 due date); year ending 31/03/2021 (received 22/03/2022, 50 days after the 31/01/2022 due date).
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (06/08/2026)
- Received assets from another charity (15/04/2024)
Trustees
- WYE VALLEY NHS TRUST
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £566k | £980k |
| 31/03/2024 | £493k | £633k |
| 31/03/2023 | £1.7m | £237k |
| 31/03/2022 | £730k | £447k |
| 31/03/2021 | £372k | £355k |
Common questions
Is WYE VALLEY NHS TRUST UMBRELLA CHARITY financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves decreased to £382k at year-end, which remains above the stated policy minimum of £100k or six months of operating expenditure. The charity reports no material uncertainties regarding its ability to continue as a going concern, noting that future liabilities do not exceed its ability to fund from existing resources. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ASSOCIATION OF NHS CHARITIES | 2 | £486k |
| THE ASDA FOUNDATION | 1 | £31k |
| THE JOHN HORSEMAN TRUST | 1 | £10k |
| THE PENNIES FOUNDATION | 1 | £8k |
| THE DULVERTON TRUST | 1 | £5k |
| DUKE OF DEVONSHIRE'S CHARITABLE TRUST | 1 | £5k |
| THE TOY TRUST | 1 | £5k |
| CLA CHARITABLE TRUST | 1 | £3k |
Charities like this
- CANTERBURY UMBRELLA
- DMW TRUST
- UMBRELLA CYMRU
- NORTH WEST ANGLIA NHS FOUNDATION TRUST - PETERBOROUGH AND STAMFORD UMBRELLA CHARITABLE FUND
- NORTH CUMBRIA HOSPITALS NHS CHARITY
- WHITSTABLE UMBRELLA COMMUNITY SUPPORT CENTRE
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| WYE VALLEY NHS TRUST UMBRELLA CHARITY | £566k | — | 0 | unclear | 22.1% | no doubt |
| CANTERBURY UMBRELLA | £109k | — | 0 | unclear | — | no doubt |
| DMW TRUST | £50k | — | 0 | within | — | no doubt |
| UMBRELLA CYMRU | £222k | — | 0 | unclear | — | no doubt |
| NORTH WEST ANGLIA NHS FOUNDATION TRUST - PETERBOROUGH AND STAMFORD UMBRELLA CHARITABLE FUND | £884k | — | 0 | unclear | — | no doubt |
| NORTH CUMBRIA HOSPITALS NHS CHARITY | £359k | — | 0 | unclear | — | no doubt |