Swansea Bay University LHB Charitable Fund and Other Related Charities
Analysis
Swansea Bay University LHB Charitable Fund and Other Related Charities is a registered charity in England and Wales, based in Baglan. It was registered in February 2008, 18 years ago. Its declared purposes cover 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 provides other finance.
In the financial year ending March 2025, Swansea Bay University LHB Charitable Fund and Other Related Charities reported income of £1.4m and spending of £1.2m, spending 89% of its income. Across the 5 years on record, from March 2021 to March 2025, income fell from £1.5m to £1.4m (-9.3%), an average of -2.4% a year. The sharpest change came in the year to March 2025, when income rose by 66%. Over the whole period it spent 110% of the income it received.
Among 24,651 England and Wales charities whose main cause is health and saving lives and that reported income, Swansea Bay University LHB Charitable Fund and Other Related Charities sits at the 91st percentile: it is larger than about 91% of them. Against every charity in England and Wales with reported income it ranks in the 95th percentile. Charities of a similar size with the same main cause include First Steps Ed (£1.4m), Osel Enterprises Limited (£1.4m) and Caia Park Partnership Limited (£1.4m).
In its latest detailed accounts, income came from donations and legacies 83%, investments 11% and charitable activities 5.5%. Gifts in wills alone brought in £568k. Charitable activities took 76% of spending and raising funds 17%. Reserves of £5.1m would cover about 45 months of spending at that rate. It employed 4 people.
Income and spending
Where the income comes from
- Donations 42%
- Legacies 41%
- Charitable activities 5.5%
- Trading 0.1%
- Investments 11%
In the charity's own words
To support the provision of Healthcare to the population of the Swansea and Neath, Port Talbot areas
Similar-sized charities, same cause
| Charity | Location | Income |
|---|---|---|
| First Steps Ed | Derby | £1.4m |
| Osel Enterprises Limited | Newport | £1.4m |
| Caia Park Partnership Limited | Wrexham | £1.4m |
| The Russell Martin Foundation | Southwick | £1.4m |