CCEW Charity Commission profile

ROYAL UNITED HOSPITAL CHARITABLE FUND

Registered charity 1058323 · organisation 1058323

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
27 September 1996
Removed
Not supplied
Financial period
1 April 2024 – 31 March 2025
Latest income
£3,154,802
Latest expenditure
£4,154,279
Gift Aid
Yes
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: ROYAL UNITED HOSPITAL, COMBE PARK, BATH, BA1 3NG

Website recorded by the regulator: www.ruh.nhs.uk (displayed as text)

02 Activities

What the charity does

The Charity's aims are to further the charitable objectives relating to the Royal United Hospitals Bath NHS Foundation Trust and continue to work with the RUH and RNHRD to improve the facilities & services for patients & staff. The main fundraising arm of the Charity, the Forever Friends Appeal, is continuing to fund major campaigns, as well as supporting all wards and departments.

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
15 December 2025
Date Accounts Received
15 December 2025
Total Gross Income
£3,154,802
Total Gross Expenditure
£4,154,279
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
16 December 2024
Date Accounts Received
16 December 2024
Total Gross Income
£3,067,415
Total Gross Expenditure
£5,379,804
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
23 January 2024
Date Accounts Received
23 January 2024
Total Gross Income
£2,107,534
Total Gross Expenditure
£4,796,585
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
2 November 2022
Date Accounts Received
2 November 2022
Total Gross Income
£3,082,975
Total Gross Expenditure
£1,957,451
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
10 November 2021
Date Accounts Received
10 November 2021
Total Gross Income
£2,039,768
Total Gross Expenditure
£1,415,266

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
15 December 2025
Total Gross Income
£3,154,802
Total Gross Expenditure
£4,154,279
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
Employees Salary Over 60k
Yes
Count Salary Band 80001 90000
1
Count Volunteers
100
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
16 December 2024
Total Gross Income
£3,067,415
Total Gross Expenditure
£5,379,804
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
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Volunteers
100
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
23 January 2024
Total Gross Income
£2,107,534
Total Gross Expenditure
£4,796,585
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
100
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
2 November 2022
Total Gross Income
£3,082,975
Total Gross Expenditure
£1,957,451
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
Yes
Count Salary Band 60001 70000
1
Count Volunteers
100
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
10 November 2021
Total Gross Income
£2,039,768
Total Gross Expenditure
£1,415,266
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
Yes
Count Salary Band 60001 70000
1
Count Volunteers
100

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
15 December 2025
Income Donations And Legacies
2616517
Income Other Trading Activities
244175
Income Charitable Activities
41067
Income Investments
253043
Income Other
0
Income Total Income And Endowments
3154802
Income Legacies
1589823
Income Endowments
0
Expenditure Raising Funds
£804,271
Expenditure Charitable Expenditure
£3,350,008
Expenditure Other
0
Expenditure Total
4154279
Expenditure Investment Management
15149
Expenditure Grants Institution
0
Expenditure Governance
22087
Expenditure Support Costs
89893
Expenditure Depreciation
0
Gain Loss Investment
84894
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£3,976,631
Assets Total Fixed
3953093
Assets Own Use
0
Assets Long Term Investment
3953093
Defined Benefit Pension Scheme
0
Assets Other Assets
£4,066,255
Assets Total Liabilities
£414,980
Assets Current Investment
1590916
Assets Total Assets And Liabilities
£7,604,368
Creditors One Year Total Current
414980
Creditors Falling Due After One Year
0
Assets Cash
£2,475,339
Funds Endowment
0
Funds Unrestricted
3976631
Funds Restricted
3627737
Funds Total
7604368
Count Employees
13
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
16 December 2024
Income Donations And Legacies
2168307
Income Other Trading Activities
262224
Income Charitable Activities
344208
Income Investments
291676
Income Other
1000
Income Total Income And Endowments
3067415
Income Legacies
893335
Income Endowments
0
Expenditure Raising Funds
£763,424
Expenditure Charitable Expenditure
£4,616,380
Expenditure Other
0
Expenditure Total
5379804
Expenditure Investment Management
13468
Expenditure Grants Institution
0
Expenditure Governance
77518
Expenditure Support Costs
77518
Expenditure Depreciation
0
Gain Loss Investment
229727
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,677,289
Assets Total Fixed
4827927
Assets Own Use
0
Assets Long Term Investment
4827927
Defined Benefit Pension Scheme
0
Assets Other Assets
£4,828,895
Assets Total Liabilities
£1,138,008
Assets Current Investment
0
Assets Total Assets And Liabilities
£8,518,814
Creditors One Year Total Current
1138008
Creditors Falling Due After One Year
0
Assets Cash
£3,994,690
Funds Endowment
0
Funds Unrestricted
2677289
Funds Restricted
5841525
Funds Total
8518814
Count Employees
14
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
23 January 2024
Income Donations And Legacies
1456316
Income Other Trading Activities
196977
Income Charitable Activities
295445
Income Investments
155511
Income Other
3285
Income Total Income And Endowments
2107534
Income Legacies
531587
Income Endowments
0
Expenditure Raising Funds
£851,912
Expenditure Charitable Expenditure
£3,944,673
Expenditure Other
0
Expenditure Total
4796585
Expenditure Investment Management
23993
Expenditure Grants Institution
100113
Expenditure Governance
68660
Expenditure Support Costs
67322
Expenditure Depreciation
0
Gain Loss Investment
-345294
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,627,942
Assets Total Fixed
6488009
Assets Own Use
0
Assets Long Term Investment
6488009
Defined Benefit Pension Scheme
0
Assets Other Assets
£5,290,088
Assets Total Liabilities
£1,176,301
Assets Current Investment
0
Assets Total Assets And Liabilities
£10,601,796
Creditors One Year Total Current
1176301
Creditors Falling Due After One Year
0
Assets Cash
£5,026,676
Funds Endowment
0
Funds Unrestricted
2627942
Funds Restricted
7973854
Funds Total
10601796
Count Employees
15
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
2 November 2022
Income Donations And Legacies
2695708
Income Other Trading Activities
176637
Income Charitable Activities
49994
Income Investments
156416
Income Other
4221
Income Total Income And Endowments
3082976
Income Legacies
1442095
Income Endowments
0
Expenditure Raising Funds
£799,939
Expenditure Charitable Expenditure
£1,147,292
Expenditure Other
10220
Expenditure Total
1957451
Expenditure Investment Management
47252
Expenditure Grants Institution
0
Expenditure Governance
68531
Expenditure Support Costs
67084
Expenditure Depreciation
0
Gain Loss Investment
723217
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,547,922
Assets Total Fixed
10156619
Assets Own Use
0
Assets Long Term Investment
10156619
Defined Benefit Pension Scheme
0
Assets Other Assets
£3,683,573
Assets Total Liabilities
£204,051
Assets Current Investment
0
Assets Total Assets And Liabilities
£13,636,141
Creditors One Year Total Current
204051
Creditors Falling Due After One Year
0
Assets Cash
£3,162,081
Funds Endowment
0
Funds Unrestricted
2547922
Funds Restricted
11088219
Funds Total
13636141
Count Employees
15
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
10 November 2021
Income Donations And Legacies
1092825
Income Other Trading Activities
180548
Income Charitable Activities
575722
Income Investments
178185
Income Other
12488
Income Total Income And Endowments
2039768
Income Legacies
461761
Income Endowments
0
Expenditure Raising Funds
£692,274
Expenditure Charitable Expenditure
£711,820
Expenditure Other
11172
Expenditure Total
1415266
Expenditure Investment Management
52858
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
62789
Expenditure Depreciation
0
Gain Loss Investment
1254794
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,016,118
Assets Total Fixed
9330093
Assets Own Use
0
Assets Long Term Investment
9330093
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,815,942
Assets Total Liabilities
£357,635
Assets Current Investment
0
Assets Total Assets And Liabilities
£11,788,400
Creditors One Year Total Current
357635
Creditors Falling Due After One Year
0
Assets Cash
£2,021,458
Funds Endowment
0
Funds Unrestricted
2016118
Funds Restricted
9772282
Funds Total
11788400
Count Employees
14
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Bath And North East Somerset
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Wiltshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Somerset
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
South Gloucestershire
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
109
Classification Type
What
Classification Description
Arts/culture/heritage/science
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
308
Classification Type
How
Classification Description
Sponsors Or Undertakes Research
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives

08 Official extract

Charity Event History

Charity Name
ROYAL UNITED HOSPITAL CHARITABLE FUND
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2018-10-23T00:00:00
Reason
Ceased to exist
Assoc Organisation Number
201666
Assoc Registered Charity Number
201666
Assoc Charity Name
THE ASSOCIATION OF FRIENDS OF THE ROYAL NATIONAL HOSPITAL FOR RHEUMATIC DISEASES
Charity Name
ROYAL UNITED HOSPITAL CHARITABLE FUND
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1996-09-27T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 10/9/1996 AS AMENDED BY SUPPLEMENTAL DEED DATED 9/12/2009
Charitable Objects
FOR CHARITABLE PURPOSES RELATING TO THE GENERAL OR ANY SPECIFIC PURPOSES OF THE ROYAL UNITED HOSPITAL BATH NHS TRUST OR TO PURPOSES RELATING TO THE HEALTH SERVICE
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id
276081
Charity Name Type
Previous name
Charity Name
R U H BATH N H S TRUST CHARITABLE FUNDS
Charity Name Id
653825
Charity Name Type
Working name
Charity Name
RUHX

11 Official extract

Charity Policy

Policy Name
Conflicting interests
Policy Name
Investing charity funds policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Investment
Policy Name
Bullying and harassment policy and procedures
Policy Name
Campaigns and political activity policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Complaints policy and procedures
Policy Name
Risk management
Policy Name
Social media policy and procedures
Policy Name
Paying staff
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Complaints handling
Policy Name
Volunteer management