CARDIFF AND VALE UNIVERSITY LOCAL HEALTH BOARD GENERAL PURPOSE CHARITY — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 2 July 1996
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £1,852,000
Latest expenditure: £2,347,000
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: CORPORATE HEADQUARTERS, WOODLANDS HOUSE, MAES Y COED ROAD, LLANISHEN, CARDIFF, CF14 4HH

Website recorded by the regulator: www.healthcharity.wales (displayed as text)

02 Activities

What the charity does

The Cardiff and Vale Local Health Board General Purpose Charity covers the charitable objectives relating to the NHS services provided by the Cardiff and Vale Local Health Board. The work of the Charity helps to enhance and support the services provided by the UHB which is primarily to provide day-to-day health services to around 500,000 people living in Cardiff and the Vale of Glamorgan.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 26 January 2026
Date Accounts Received: 26 January 2026
Total Gross Income: £1,852,000
Total Gross Expenditure: £2,347,000

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 29 January 2025
Date Accounts Received: 29 January 2025
Total Gross Income: £1,529,000
Total Gross Expenditure: £2,598,000

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 30 January 2024
Date Accounts Received: 30 January 2024
Total Gross Income: £2,203,000
Total Gross Expenditure: £2,439,000

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 14 February 2023
Date Accounts Received: 14 February 2023
Total Gross Income: £1,760,000
Total Gross Expenditure: £2,437,000

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 27 January 2022
Date Accounts Received: 27 January 2022
Total Gross Income: £2,199,000
Total Gross Expenditure: £2,384,000

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 26 January 2026
Total Gross Income: £1,852,000
Total Gross Expenditure: £2,347,000
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £4
Income From Government Grants: £303,000
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 29 January 2025
Total Gross Income: £1,529,000
Total Gross Expenditure: £2,598,000
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £110,589
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 70001 80000: 1
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 30 January 2024
Total Gross Income: £2,203,000
Total Gross Expenditure: £2,439,000
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 10

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 14 February 2023
Total Gross Income: £1,760,000
Total Gross Expenditure: £2,437,000
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: Yes
Charity Agreement Commerical Participator: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 80001 90000: 1
Count Volunteers: 5

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 27 January 2022
Total Gross Income: £2,199,000
Total Gross Expenditure: £2,384,000
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 26 January 2026
Income Donations And Legacies: 815000
Income Other Trading Activities: 298000
Income Charitable Activities: 608000
Income Investments: 131000
Income Other: 0
Income Total Income And Endowments: 1852000
Income Legacies: 505000
Income Endowments: 0
Expenditure Raising Funds: £348,000
Expenditure Charitable Expenditure: £1,999,000
Expenditure Other: 0
Expenditure Total: 2347000
Expenditure Investment Management: 27000
Expenditure Grants Institution: 20000
Expenditure Governance: 26000
Expenditure Support Costs: 148000
Expenditure Depreciation: 25000
Gain Loss Investment: 23000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 48000
Gain Loss Other: 0
Reserves: £2,648,000
Assets Total Fixed: 9367000
Assets Own Use: 4205000
Assets Long Term Investment: 5162000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £666,000
Assets Total Liabilities: £1,103,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £8,930,000
Creditors One Year Total Current: 1103000
Creditors Falling Due After One Year: 0
Assets Cash: £453,000
Funds Endowment: 4188000
Funds Unrestricted: 2648000
Funds Restricted: 2094000
Funds Total: 8930000
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 29 January 2025
Income Donations And Legacies: 526000
Income Other Trading Activities: 395000
Income Charitable Activities: 454000
Income Investments: 154000
Income Other: 0
Income Total Income And Endowments: 1529000
Income Legacies: 206000
Income Endowments: 0
Expenditure Raising Funds: £475,000
Expenditure Charitable Expenditure: £2,123,000
Expenditure Other: 0
Expenditure Total: 2598000
Expenditure Investment Management: 28000
Expenditure Grants Institution: 0
Expenditure Governance: 25000
Expenditure Support Costs: 148000
Expenditure Depreciation: 24000
Gain Loss Investment: 246000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: -82000
Gain Loss Other: 0
Reserves: £2,937,000
Assets Total Fixed: 9971000
Assets Own Use: 4182000
Assets Long Term Investment: 5789000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £375,000
Assets Total Liabilities: £992,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £9,354,000
Creditors One Year Total Current: 992000
Creditors Falling Due After One Year: 0
Assets Cash: £226,000
Funds Endowment: 4222000
Funds Unrestricted: 2937000
Funds Restricted: 2195000
Funds Total: 9354000
Count Employees: 9
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 30 January 2024
Income Donations And Legacies: 1699000
Income Other Trading Activities: 363000
Income Charitable Activities: 0
Income Investments: 141000
Income Other: 0
Income Total Income And Endowments: 2203000
Income Legacies: 423000
Income Endowments: 0
Expenditure Raising Funds: £455,000
Expenditure Charitable Expenditure: £1,984,000
Expenditure Other: 0
Expenditure Total: 2439000
Expenditure Investment Management: 28000
Expenditure Grants Institution: 33000
Expenditure Governance: 0
Expenditure Support Costs: 183000
Expenditure Depreciation: 23000
Gain Loss Investment: -325000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 1816000
Gain Loss Other: 0
Reserves: £4,288,000
Assets Total Fixed: 9834000
Assets Own Use: 4288000
Assets Long Term Investment: 5546000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,074,000
Assets Total Liabilities: £649,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £10,259,000
Creditors One Year Total Current: 649000
Creditors Falling Due After One Year: 0
Assets Cash: £560,000
Funds Endowment: 4328000
Funds Unrestricted: 3472000
Funds Restricted: 2459000
Funds Total: 10259000
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 14 February 2023
Income Donations And Legacies: 1279000
Income Other Trading Activities: 307000
Income Charitable Activities: 0
Income Investments: 174000
Income Other: 0
Income Total Income And Endowments: 1760000
Income Legacies: 134000
Income Endowments: 0
Expenditure Raising Funds: £456,000
Expenditure Charitable Expenditure: £1,981,000
Expenditure Other: 0
Expenditure Total: 2437000
Expenditure Investment Management: 21000
Expenditure Grants Institution: 33000
Expenditure Governance: 50000
Expenditure Support Costs: 123000
Expenditure Depreciation: 24000
Gain Loss Investment: 451000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 67000
Gain Loss Other: 0
Reserves: £4,324,000
Assets Total Fixed: 9048000
Assets Own Use: 2479000
Assets Long Term Investment: 6569000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £352,000
Assets Total Liabilities: £412,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £8,988,000
Creditors One Year Total Current: 412000
Creditors Falling Due After One Year: 0
Assets Cash: £207,000
Funds Endowment: 2524000
Funds Unrestricted: 4324000
Funds Restricted: 2140000
Funds Total: 8988000
Count Employees: 11
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 27 January 2022
Income Donations And Legacies: 1785000
Income Other Trading Activities: 267000
Income Charitable Activities: 0
Income Investments: 147000
Income Other: 0
Income Total Income And Endowments: 2199000
Income Legacies: 147000
Income Endowments: 1000
Expenditure Raising Funds: £375,000
Expenditure Charitable Expenditure: £2,009,000
Expenditure Other: 0
Expenditure Total: 2384000
Expenditure Investment Management: 24000
Expenditure Grants Institution: 50000
Expenditure Governance: 54000
Expenditure Support Costs: 148000
Expenditure Depreciation: 21000
Gain Loss Investment: -615000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: -19000
Gain Loss Other: 0
Reserves: £4,958,000
Assets Total Fixed: 8804000
Assets Own Use: 2436000
Assets Long Term Investment: 6368000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £644,000
Assets Total Liabilities: £301,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £9,147,000
Creditors One Year Total Current: 301000
Creditors Falling Due After One Year: 0
Assets Cash: £514,000
Funds Endowment: 2478000
Funds Unrestricted: 4958000
Funds Restricted: 1711000
Funds Total: 9147000
Count Employees: 7
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Cardiff
Welsh Ind: Yes

Geographic Area Type: Local Authority
Geographic Area Description: Vale Of Glamorgan
Welsh Ind: Yes

07 Official extract

Charity Classification

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 104
Classification Type: What
Classification Description: Disability

08 Official extract

Charity Event History

Charity Name: CARDIFF AND VALE UNIVERSITY LOCAL HEALTH BOARD GENERAL PURPOSE CHARITY
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1996-07-02T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 3/6/1996 AS AMENDED BY SUPPLEMENTAL DEEDS DATED 12/7/2001 AND 02/12/2010
Charitable Objects: FOR ANY CHARITABLE PURPOSE OR PURPOSES RELATING TO THE NATIONAL HEALTH SERVICE WHOLLY OR MAINLY FOR THE SERVICE PROVIDED BY CARDIFF AND VALE UNIVERSITY LOCAL HEALTH BOARD.
Area Of Benefit: NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id: 244410
Charity Name Type: Previous name
Charity Name: UNIVERSITY HOSPITAL OF WALES HEALTHCARE NHS TRUST GENERAL PURPOSE CHARITY

Charity Name Id: 244372
Charity Name Type: Previous name
Charity Name: CARDIFF AND VALE NHS TRUST GENERAL PURPOSE CHARITY

Charity Name Id: 516597
Charity Name Type: Working name
Charity Name: CARDIFF AND VALE HEALTH CHARITY

11 Official extract

Charity Policy

Policy Name: Complaints handling

Policy Name: Investing charity funds policy and procedures

Policy Name: Volunteer management

Policy Name: Serious incident reporting policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Investment

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Trustee expenses policy and procedures