NATIONAL HEALTH SERVICE RETIREMENT FELLOWSHIP — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 9 November 1983
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £724,126
Latest expenditure: £755,218
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: NHS Retirement Fellowship, Unit C, Regent House, 9 Crown Square, Poundbur

Website recorded by the regulator: www.nhsrf.org.uk (displayed as text)

02 Activities

What the charity does

The National Health Service Retirement Fellowship offers social, leisure and educational activities and welfare support to retired NHS and social care staff and their partners. Branch and national activities facilitate continued and new friendships and members are supported in times of difficulties and financial hardship.

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: 22 January 2026
Date Accounts Received: 22 January 2026
Total Gross Income: £724,126
Total Gross Expenditure: £755,218

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: 23 January 2025
Date Accounts Received: 23 January 2025
Total Gross Income: £706,834
Total Gross Expenditure: £738,215

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: 20 December 2023
Date Accounts Received: 20 December 2023
Total Gross Income: £724,876
Total Gross Expenditure: £862,055

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: 20 December 2022
Date Accounts Received: 20 December 2022
Total Gross Income: £475,202
Total Gross Expenditure: £531,428

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: 18 January 2022
Date Accounts Received: 18 January 2022
Total Gross Income: £304,184
Total Gross Expenditure: £357,495

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: 22 January 2026
Total Gross Income: £724,126
Total Gross Expenditure: £755,218
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £2
Income From Government Grants: £70,000
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
Employees Salary Over 60k: No
Count Volunteers: 1000

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: 23 January 2025
Total Gross Income: £706,834
Total Gross Expenditure: £738,215
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £8,838
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: No
Count Volunteers: 1000

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: 20 December 2023
Total Gross Income: £724,876
Total Gross Expenditure: £862,055
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £50,000
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
Employees Salary Over 60k: No
Count Volunteers: 1000

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: 20 December 2022
Total Gross Income: £475,202
Total Gross Expenditure: £531,428
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £2
Income From Government Grants: £120,300
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 1000

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: 18 January 2022
Total Gross Income: £304,184
Total Gross Expenditure: £357,495
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £11,115
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 1000

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: 22 January 2026
Income Donations And Legacies: 307688
Income Other Trading Activities: 0
Income Charitable Activities: 383728
Income Investments: 7646
Income Other: 25064
Income Total Income And Endowments: 724126
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £755,218
Expenditure Other: 0
Expenditure Total: 755218
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 36761
Expenditure Support Costs: 36761
Expenditure Depreciation: 0
Gain Loss Investment: -354
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £231,575
Assets Total Fixed: 7249
Assets Own Use: 0
Assets Long Term Investment: 7249
Defined Benefit Pension Scheme: 0
Assets Other Assets: £718,094
Assets Total Liabilities: £83,281
Assets Current Investment: 0
Assets Total Assets And Liabilities: £642,062
Creditors One Year Total Current: 83281
Creditors Falling Due After One Year: 0
Assets Cash: £638,373
Funds Endowment: 0
Funds Unrestricted: 592099
Funds Restricted: 49963
Funds Total: 642062
Count Employees: 7
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: 23 January 2025
Income Donations And Legacies: 234771
Income Other Trading Activities: 0
Income Charitable Activities: 447761
Income Investments: 4921
Income Other: 19381
Income Total Income And Endowments: 706834
Income Legacies: 3386
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £738,215
Expenditure Other: 0
Expenditure Total: 738215
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 251018
Expenditure Support Costs: 251018
Expenditure Depreciation: 0
Gain Loss Investment: 632
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £623,893
Assets Total Fixed: 7604
Assets Own Use: 0
Assets Long Term Investment: 7604
Defined Benefit Pension Scheme: 0
Assets Other Assets: £781,043
Assets Total Liabilities: £115,139
Assets Current Investment: 0
Assets Total Assets And Liabilities: £673,508
Creditors One Year Total Current: 115139
Creditors Falling Due After One Year: 0
Assets Cash: £721,741
Funds Endowment: 0
Funds Unrestricted: 623893
Funds Restricted: 49615
Funds Total: 673508
Count Employees: 11
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: 20 December 2023
Income Donations And Legacies: 314987
Income Other Trading Activities: 0
Income Charitable Activities: 391764
Income Investments: 3736
Income Other: 14389
Income Total Income And Endowments: 724876
Income Legacies: 4066
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £862,055
Expenditure Other: 0
Expenditure Total: 862055
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 38356
Expenditure Depreciation: 0
Gain Loss Investment: -7230
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £648,745
Assets Total Fixed: 6972
Assets Own Use: 0
Assets Long Term Investment: 6972
Defined Benefit Pension Scheme: 0
Assets Other Assets: £758,618
Assets Total Liabilities: £61,333
Assets Current Investment: 0
Assets Total Assets And Liabilities: £704,257
Creditors One Year Total Current: 61333
Creditors Falling Due After One Year: 0
Assets Cash: £694,347
Funds Endowment: 0
Funds Unrestricted: 648745
Funds Restricted: 55512
Funds Total: 704257
Count Employees: 3
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Scotland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

07 Official extract

Charity Classification

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

Classification Code: 116
Classification Type: What
Classification Description: Recreation

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

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

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

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

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

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

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

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

08 Official extract

Charity Event History

Charity Name: NATIONAL HEALTH SERVICE RETIREMENT FELLOWSHIP
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1983-11-09T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: CONSTITUTION ADOPTED 5 JULY 1995 AS AMENDED 10 JULY 1996, 18 DECEMBER 1997, 15 JULY 1998, 21 JUNE 2000 AND 25 JUNE 2015 AS AMENDED BY RESOLUTION DATED 23 OCT 2022
Charitable Objects: TO RELIEVE SUFFERING, HARDSHIP AND DISTRESS AMONG THE BENEFICIARIES DEFINED IN CLAUSE 5 OF THE CONSTITUTION
Area Of Benefit: NOT DEFINED

10 Official extract

Charity Policy

Policy Name: Conflicting interests

Policy Name: Investment

Policy Name: Complaints policy and procedures

Policy Name: Paying staff

Policy Name: Risk management

Policy Name: Bullying and harassment policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints handling

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Volunteer management

Policy Name: Trustee expenses policy and procedures

Policy Name: Safeguarding policy and procedures