The Epsom and St Helier NHS Trust Charitable Fund

Analysis

The Epsom and St Helier NHS Trust Charitable Fund is a registered charity in England and Wales, based in Surrey. It was registered in September 1995, 31 years ago. Its declared purposes cover general charitable purposes, education/training and the advancement of health or saving of lives, which this site groups under health and saving lives. It says it makes grants to organisations and acts as an umbrella or resource body.

In the financial year ending March 2025, The Epsom and St Helier NHS Trust Charitable Fund reported income of £777k and spending of £417k, leaving 46% of income unspent that year. Across the 5 years on record, from March 2021 to March 2025, income fell from £793k to £777k (-2.0%), an average of -0.5% a year. The sharpest change came in the year to March 2024, when income rose by 131%. Over the whole period it spent 111% of the income it received.

Among 24,651 England and Wales charities whose main cause is health and saving lives and that reported income, The Epsom and St Helier NHS Trust Charitable Fund sits at the 87th percentile: it is larger than about 87% of them. Against every charity in England and Wales with reported income it ranks in the 92nd percentile. Charities of a similar size with the same main cause include Conquest Centre Limited (£777k), Active Humber Ltd (£778k) and Gwasanaeth Cynnal Gofalwyr (Carers Outreach Service) (£777k).

In its latest detailed accounts, income came from donations and legacies 88% and investments 12%. Gifts in wills alone brought in £521k. Charitable activities took 76% of spending and raising funds 22%. Grants to other organisations totalled £202k. Reserves of £2.9m would cover about 82 months of spending at that rate. It employed 1 people.