CCEW Charity Commission profile

ANEURIN BEVAN UNIVERSITY LOCAL HEALTH BOARD CHARITABLE FUND AND OTHER RELATED CHARITIES

Registered charity 1098728 · organisation 4001833

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Other
Registered
24 July 2003
Removed
Not supplied
Financial period
1 April 2024 – 31 March 2025
Latest income
£795,000
Latest expenditure
£1,394,000
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Aneurin Bevan Health Charity, PO BOX 163, CWMBRAN, NP44 9EJ

Website recorded by the regulator: WWW.ANEURINBEVANHB.WALES.NHS.UK (displayed as text)

02 Activities

What the charity does

The main purpose of the charity is to apply income for any charitable purpose relating to the National Health Service delivered by the Aneurin Bevan University Local Health Board.

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
30 January 2026
Date Accounts Received
30 January 2026
Total Gross Income
£795,000
Total Gross Expenditure
£1,394,000
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
30 January 2025
Date Accounts Received
30 January 2025
Total Gross Income
£876,000
Total Gross Expenditure
£1,257,000
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
29 January 2024
Date Accounts Received
29 January 2024
Total Gross Income
£1,144,000
Total Gross Expenditure
£1,048,000
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
30 January 2023
Date Accounts Received
30 January 2023
Total Gross Income
£981,000
Total Gross Expenditure
£930,000
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
30 January 2022
Date Accounts Received
30 January 2022
Total Gross Income
£1,171,000
Total Gross Expenditure
£1,241,000

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
30 January 2026
Total Gross Income
£795,000
Total Gross Expenditure
£1,394,000
Grant Making Is Main Activity
Yes
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
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
30 January 2025
Total Gross Income
£876,000
Total Gross Expenditure
£1,257,000
Grant Making Is Main Activity
Yes
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
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
29 January 2024
Total Gross Income
£1,144,000
Total Gross Expenditure
£1,048,000
Grant Making Is Main Activity
Yes
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
0
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
30 January 2023
Total Gross Income
£981,000
Total Gross Expenditure
£930,000
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
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
30 January 2022
Total Gross Income
£1,171,000
Total Gross Expenditure
£1,241,000
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
30 January 2026
Income Donations And Legacies
413000
Income Other Trading Activities
0
Income Charitable Activities
193000
Income Investments
189000
Income Other
0
Income Total Income And Endowments
795000
Income Legacies
10000
Income Endowments
0
Expenditure Raising Funds
£11,000
Expenditure Charitable Expenditure
£1,383,000
Expenditure Other
0
Expenditure Total
1394000
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
103000
Expenditure Support Costs
166000
Expenditure Depreciation
0
Gain Loss Investment
-158000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
-63000
Gain Loss Other
0
Reserves
£414,000
Assets Total Fixed
4686000
Assets Own Use
0
Assets Long Term Investment
4686000
Defined Benefit Pension Scheme
0
Assets Other Assets
£753,000
Assets Total Liabilities
£495,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£4,944,000
Creditors One Year Total Current
495000
Creditors Falling Due After One Year
0
Assets Cash
£517,000
Funds Endowment
0
Funds Unrestricted
3978000
Funds Restricted
966000
Funds Total
4944000
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
30 January 2025
Income Donations And Legacies
507000
Income Other Trading Activities
0
Income Charitable Activities
149000
Income Investments
211000
Income Other
9000
Income Total Income And Endowments
876000
Income Legacies
44000
Income Endowments
0
Expenditure Raising Funds
£10,000
Expenditure Charitable Expenditure
£1,247,000
Expenditure Other
0
Expenditure Total
1257000
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
101000
Expenditure Support Costs
160000
Expenditure Depreciation
0
Gain Loss Investment
375000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£597,000
Assets Total Fixed
5807000
Assets Own Use
0
Assets Long Term Investment
5807000
Defined Benefit Pension Scheme
0
Assets Other Assets
£843,000
Assets Total Liabilities
£886,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£5,764,000
Creditors One Year Total Current
886000
Creditors Falling Due After One Year
0
Assets Cash
£641,000
Funds Endowment
0
Funds Unrestricted
4618000
Funds Restricted
1146000
Funds Total
5764000
Count Employees
0
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
29 January 2024
Income Donations And Legacies
614000
Income Other Trading Activities
0
Income Charitable Activities
330000
Income Investments
200000
Income Other
0
Income Total Income And Endowments
1144000
Income Legacies
146000
Income Endowments
0
Expenditure Raising Funds
£10,000
Expenditure Charitable Expenditure
£1,038,000
Expenditure Other
0
Expenditure Total
1048000
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
92000
Expenditure Support Costs
147000
Expenditure Depreciation
0
Gain Loss Investment
-370000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
5457000
Assets Own Use
0
Assets Long Term Investment
5457000
Defined Benefit Pension Scheme
0
Assets Other Assets
£755,000
Assets Total Liabilities
£442,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£5,770,000
Creditors One Year Total Current
442000
Creditors Falling Due After One Year
0
Assets Cash
£527,000
Funds Endowment
0
Funds Unrestricted
4531000
Funds Restricted
1239000
Funds Total
5770000
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
30 January 2023
Income Donations And Legacies
668000
Income Other Trading Activities
0
Income Charitable Activities
126000
Income Investments
187000
Income Other
0
Income Total Income And Endowments
981000
Income Legacies
170000
Income Endowments
0
Expenditure Raising Funds
£8,000
Expenditure Charitable Expenditure
£922,000
Expenditure Other
0
Expenditure Total
930000
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
77000
Expenditure Support Costs
134000
Expenditure Depreciation
0
Gain Loss Investment
577000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£266,000
Assets Total Fixed
5827000
Assets Own Use
0
Assets Long Term Investment
5827000
Defined Benefit Pension Scheme
0
Assets Other Assets
£604,000
Assets Total Liabilities
£387,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£6,044,000
Creditors One Year Total Current
387000
Creditors Falling Due After One Year
0
Assets Cash
£373,000
Funds Endowment
0
Funds Unrestricted
4802000
Funds Restricted
1242000
Funds Total
6044000
Count Employees
0
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
30 January 2022
Income Donations And Legacies
903000
Income Other Trading Activities
0
Income Charitable Activities
87000
Income Investments
181000
Income Other
0
Income Total Income And Endowments
1171000
Income Legacies
42000
Income Endowments
0
Expenditure Raising Funds
£5,000
Expenditure Charitable Expenditure
£1,236,000
Expenditure Other
0
Expenditure Total
1241000
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
70000
Expenditure Support Costs
126000
Expenditure Depreciation
0
Gain Loss Investment
673000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
-2000
Gain Loss Other
0
Reserves
£246,000
Assets Total Fixed
5250000
Assets Own Use
0
Assets Long Term Investment
5250000
Defined Benefit Pension Scheme
0
Assets Other Assets
£426,000
Assets Total Liabilities
£260,000
Assets Current Investment
188000
Assets Total Assets And Liabilities
£5,416,000
Creditors One Year Total Current
260000
Creditors Falling Due After One Year
0
Assets Cash
£238,000
Funds Endowment
0
Funds Unrestricted
4313000
Funds Restricted
1103000
Funds Total
5416000
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Torfaen
Welsh Ind
Yes
Geographic Area Type
Local Authority
Geographic Area Description
Blaenau Gwent
Welsh Ind
Yes
Geographic Area Type
Local Authority
Geographic Area Description
Caerphilly
Welsh Ind
Yes
Geographic Area Type
Local Authority
Geographic Area Description
Monmouthshire
Welsh Ind
Yes
Geographic Area Type
Local Authority
Geographic Area Description
Newport City
Welsh Ind
Yes

07 Official extract

Charity Classification

Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
309
Classification Type
How
Classification Description
Acts As An Umbrella Or Resource Body
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives

08 Official extract

Charity Event History

Charity Name
ANEURIN BEVAN UNIVERSITY LOCAL HEALTH BOARD CHARITABLE FUND AND OTHER RELATED CHARITIES
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2019-12-14T00:00:00
Reason
Does not operate
Assoc Organisation Number
512457
Assoc Registered Charity Number
512457
Assoc Charity Name
CHANNEL 1 NEWPORT HOSPITAL RADIO
Charity Name
ANEURIN BEVAN UNIVERSITY LOCAL HEALTH BOARD CHARITABLE FUND AND OTHER RELATED CHARITIES
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2003-07-24T00:00:00
Charity Name
ANEURIN BEVAN UNIVERSITY LOCAL HEALTH BOARD CHARITABLE FUND AND OTHER RELATED CHARITIES
Charity Event Order
4
Event Type
Asset transfer in
Date Of Event
2024-09-17T00:00:00
Reason
Does not operate
Assoc Organisation Number
505391
Assoc Registered Charity Number
505391
Assoc Charity Name
THE LEAGUE OF FRIENDS OF THE ROYAL GWENT HOSPITAL
Charity Name
ANEURIN BEVAN UNIVERSITY LOCAL HEALTH BOARD CHARITABLE FUND AND OTHER RELATED CHARITIES
Charity Event Order
3
Event Type
Asset transfer in
Date Of Event
2023-08-22T00:00:00
Reason
Funds transferred (gi)
Assoc Organisation Number
503654
Assoc Registered Charity Number
503654
Assoc Charity Name
THE NEVILL HALL HOSPITAL THROMBOSIS AND GENERAL RESEARCH FUND

09 Official extract

Charity Governing Document

Governing Document Description
SEE INDIVIDUAL CONSTITUENTS
Charitable Objects
SEE INDIVIDUAL CONSTITUENTS
Area Of Benefit
GWENT

10 Official extract

Charity Other Names

Charity Name Id
590363
Charity Name Type
Working name
Charity Name
ANEURIN BEVAN HEALTH CHARITY
Charity Name Id
315062
Charity Name Type
Previous name
Charity Name
GWENT HEALTHCARE NHS TRUST CHARITABLE FUND AND OTHER RELATED CHARITIES
Charity Name Id
315052
Charity Name Type
Previous name
Charity Name
ANEURIN BEVAN LOCAL HEALTH BOARD CHARITABLE FUND AND OTHER RELATED CHARITIES

11 Official extract

Charity Policy

Policy Name
Investment
Policy Name
Internal risk management policy and procedures
Policy Name
Risk management
Policy Name
Financial reserves policy and procedures
Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures