Charity Accounts Intelreading the accounts so you don’t have to

Swansea Bay University LHB Charitable Fund and Other Related Charities

Registered charity 1122805 · accounts filings on the Charity Commission register · also known as ABERTAWE BRO MORGANNWG UNIVERSITY LHB CHARITABLE FUND AND OTHER RELATED CHARITIES CHARITY NAME, ABERTAWE BRO MORGANNWG UNIVERSITY NHS TRUST AND OTHER RELATED CHARITIES, Swansea Bay Health Charity

Latest income
£1.4m
Latest spending
£1.3m
Registered
2008
Accounts read
FY2025

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

Reserves policy: 1 and 4 years average annual expenditure (held: £5.1m)
“The Trustee have agreed that a level of reserves shall be held which range between 1 and 4 years average annual expenditure.” — page 20
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Audit Wales.

Public fundraising profile: JustGiving — Swansea Bay Health Charity (matched by registered charity number).

Structured financials (annual return, FY ending 31/03/2025)

Total income
£1.4m
Total spending
£1.3m
Cost of raising funds
£233k
Reserves (reported)
£5.1m
Employees
4

Reported reserves equal ~48.6 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Register events

Trustees

Trustee list from the Charity Commission register (current, not historical).

Operates in: City Of Swansea · Neath Port Talbot

Income and spending

Financial year endIncomeSpending
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?

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.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
THE BRITISH DIABETIC ASSOCIATION1£184k
BEIS MENACHEM CHABAD LUBAVITCH1£102k
BRITISH HEART FOUNDATION1£100k
THE HEALTH FOUNDATION1£100k
Arthritis UK1£97k
PROSTATE CANCER UK1£76k
THE JEAN SHANKS FOUNDATION1£25k
YESHIVAS LUBAVITCH MANCHESTER1£20k

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