Swansea Bay University LHB Charitable Fund and Other Related Charities
To support the provision of Healthcare to the population of the Swansea and Neath, Port Talbot areas
Financial health, per its FY2025 accounts
The accounts state that total incoming resources were £1,399,000 against total expenditure of £1,250,000, resulting in a net increase in funds of £137,000. The charity holds unrestricted reserves of £5,067,000, which the trustees report comfortably exceeds their stated policy target of 1 to 4 years of average annual expenditure. The financial position is described as well-placed to deal with uncertainty, supported by a significant investment portfolio.
What the accounts disclose
“During 2024/25 £0.530m was received in donations” — page 18
“Of this expenditure £0.991m related to expenditure on charitable activities, with £0.233m representing fundraising costs”
“The Trustee have agreed that a level of reserves shall be held which range between 1 and 4 years average annual expenditure.” — page 20
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (08/07/2025)
- Received assets from another charity (28/04/2025)
- Received assets from another charity (10/05/2019)
Trustees
- Swansea Bay University LHB
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £1.4m | £1.3m |
| 31/03/2024 | £842k | £1.2m |
| 31/03/2023 | £871k | £1.4m |
| 31/03/2022 | £1.2m | £1.3m |
| 31/03/2021 | £1.5m | £1.2m |
Common questions
Is Swansea Bay University LHB Charitable Fund and Other Related Charities financially healthy?
Per its FY2025 accounts: The accounts state that total incoming resources were £1,399,000 against total expenditure of £1,250,000, resulting in a net increase in funds of £137,000. The charity holds unrestricted reserves of £5,067,000, which the trustees report comfortably exceeds their stated policy target of 1 to 4 years of average annual expenditure. The financial position is described as well-placed to deal with uncertainty, supported by a significant investment portfolio. Its FY2025 accounts were audited by Audit Wales.
Who funds Swansea Bay University LHB Charitable Fund and Other Related Charities?
Funders whose own accounts filings name Swansea Bay University LHB Charitable Fund and Other Related Charities as a grant recipient include ASSOCIATION OF NHS CHARITIES.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| ASSOCIATION OF NHS CHARITIES | FY2021 | £50k | Grants to members |
| ASSOCIATION OF NHS CHARITIES | FY2023 | £30k | Grants awarded 2023 |
| ASSOCIATION OF NHS CHARITIES | FY2022 | £5k | Grant |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SWANSEA C V S | 3 | £97k |
| THE ACCESS TO JUSTICE FOUNDATION | 1 | £68k |
| The Neath Port Talbot Community Voluntary Service Limited | 1 | £10k |
| ETHEL AND GWYNNE MORGAN TRUST | 1 | £10k |
| GOWLING WLG (UK) CHARITABLE TRUST | 1 | £2k |
Charities like this
- SWFT CHARITY
- Swansea City AFC Foundation
- CITIZENS ADVICE SWANSEA NEATH PORT TALBOT LIMITED
- THE ROBERT JONES AND AGNES HUNT ORTHOPAEDIC HOSPITAL CHARITABLE FUND
- CARE AND REPAIR WESTERN BAY
- ROYAL GLAMORGAN POSTGRADUATE MEDICAL CENTRE ASSOCIATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| Swansea Bay University LHB Charitable Fund and Other Related Charities | £1.4m | — | 0 | unclear | 18.7% | no doubt |
| SWFT CHARITY | £343k | — | 0 | unclear | — | no doubt |
| Swansea City AFC Foundation | £1.5m | — | — | unclear | — | no doubt |
| CITIZENS ADVICE SWANSEA NEATH PORT TALBOT LIMITED | £1.4m | — | 0 | within | — | no doubt |
| THE ROBERT JONES AND AGNES HUNT ORTHOPAEDIC HOSPITAL CHARITABLE FUND | £635k | — | 0 | above | — | no doubt |
| CARE AND REPAIR WESTERN BAY | £2.8m | £60,001 - £70,000 | 1 | unclear | — | no doubt |