UNIVERSITY HOSPITALS BRISTOL & WESTON CHARITY
Financial health, per its FY2024 accounts
The accounts state that the charity reported a net income of £124k for the year ended 31 March 2024, following a net expenditure in the prior year. The trustees' report notes that free reserves stood at £1,293k, which is below the policy target of £1,499k, a shortfall attributed to ongoing investment in new fundraising initiatives such as the charity lottery.
What the accounts disclose
“As at 31 March 2024, the Charity's own free reserves stood at £1,293k, which is £206k below the level of reserves required in its policy of £1,499k.” — page 11
“The Charity charges its subsidiary, Education Centre Management Limited management and service charges. During the year, the Charity charged Education Management Limited £32,283 (2023: £29,395). The amount owed to the Charity in respect of these invoices at 31 March 2024 was £12,000 (2023: £12,000).” — page 45
“The Charity has one 100% subsidiary, Education Centre Management Limited (company number 04026846), whose principal activity is the management of the Education Centre, a facility for the provision of medical training in Bristol.” — page 8
Leadership, per the charity’s website
- Katie Walker — Chief Executive Officer
- Jen Davies — Director of Finance & Operations
- Sarah Pryer — Director of Fundraising & Marketing
- Professor David Wynick — Chair of Trustees
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (10/08/2026)
- Received assets from another charity (10/08/2026)
- Received assets from another charity (10/08/2026)
- Received assets from another charity (19/12/2023)
- Received assets from another charity (15/02/2022)
Trustees
- David Wynickchair
- Benjamin George Breeze
- Bishrut Mukherjee
- Carlos Leira
- Clare Elizabeth Titley
- Glyn Howells
- JAMES ROBERT FOX MA HONS
- Jane Caroline Oakland
- Jane Elizabeth Palmer
- Lee Aston
- Rajnish Razdan
- Sarah Dodds
- Stephen Campling
- Terence Owen Anthony Rice
- Victoria Fitzgerald
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £3.7m | £4.4m |
| 31/03/2024 | £3.3m | £3.7m |
| 31/03/2023 | £2.5m | £3.9m |
| 31/03/2022 | £2.6m | £1.5m |
| 31/03/2021 | £2.8m | £3.6m |
Common questions
Is UNIVERSITY HOSPITALS BRISTOL & WESTON CHARITY financially healthy?
The accounts state that the charity reported a net income of £124k for the year ended 31 March 2024, following a net expenditure in the prior year. The trustees' report notes that free reserves stood at £1,293k, which is below the policy target of £1,499k, a shortfall attributed to ongoing investment in new fundraising initiatives such as the charity lottery. Its FY2024 accounts were audited by Moore Kingston Smith LLP.
Who funds UNIVERSITY HOSPITALS BRISTOL & WESTON CHARITY?
Funders whose own accounts filings name UNIVERSITY HOSPITALS BRISTOL & WESTON CHARITY as a grant recipient include JOHN JAMES BRISTOL FOUNDATION, THE MEDLOCK CHARITABLE TRUST, THE PORTISHEAD NAUTICAL TRUST, CLARK FOUNDATION, THE ASTOR FOUNDATION.
Known funders
| Funder | Year | Amount |
|---|---|---|
| JOHN JAMES BRISTOL FOUNDATION | FY2023 | £105k |
| THE MEDLOCK CHARITABLE TRUST | FY2025 | £53k |
| THE PORTISHEAD NAUTICAL TRUST | FY2022 | £2k |
| CLARK FOUNDATION | FY2024 | £1k |
| THE ASTOR FOUNDATION | FY2025 | £1k |
| THE PORTISHEAD NAUTICAL TRUST | FY2023 | £1k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| The Greaves & Withey Foundation | 1 | £100k |
| ENERGISE ME | 1 | £11k |
| CHURCH BURGESSES TRUST | 1 | £6k |
| COLEFAX CHARITABLE TRUST | 1 | £2k |
| MARJORIE COOTE OLD PEOPLES CHARITY FUND | 1 | £1k |
| THE IAN ASKEW CHARITABLE TRUST | 1 | £1k |
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